2315 Judah Street, Apt. 2
San Francisco, CA
Phone: (415) 378-9181
E-mail: joannatsf@earthlink.net
* Summary of Qualifications:
* Excellent understanding of finance, economics, and accounting principles
* Ability to think analytically and develop problem solving strategies to address customer and employer needs
* Adept at working with persons from diverse socio-economic backgrounds. Strong aptitude for developing and maintaining new client relationships.
* Ability to manage multiple project
Work Experience:
Clerical Assistant CVE/CSP San Francisco, CA
02/06 – 02/07
Verified billing slips and performed data-entry of billing information into Insyst database. Assembled and collated client charts and maintaining filing system
Performed photocopying and faxing duties. General office duties.
Sr. Bond Investment Specialist Charles Schwab & Co. San Francisco, CA
1992 – 2001
Developed and implemented a new “profit center” that created $15-20 million dollars in annual revenue. Sold Fixed Income investment products totaling $300 million annually. Designed portfolios and made sales presentations. Analyzed investments and handled records of transactions. Created real time linked spreadsheet in Excel providing managers with daily sales information.
Stockbroker Dean Witter San Mateo, CA
1990 – 1992
Managed stock and oversaw daily trading activity for approximately 50 client accounts with assets totaling in excess of $3 million. Designed and implemented portfolio objectives in order to meet client needs. Developed sales and marketing strategies to attract and maintain new clientele
Senior Analyst Litigation Sciences, Inc. Los Angeles, CA
1984 – 1989
Gathered and analyzed primary research data using focus groups and surveys. Managed 80 projects per year. Managed report production from inception to report production for corporate attorney clientele. Handled data analysis, logistics, and graphics research. Networked multiple computer systems for an efficient use of data processing resources. Data analysis using SPSS and proprietary APL applications
Education:
Bachelor of Arts, Economics
California State University, Long Beach 1984
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