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Daniel T. Emmons
Goal: To perform at the highest level of excellence for a reputable organization |
Summary of Qualifications
- Excellent customer service skills, including service in a technology-driven environment.
- High level of administrative proficiency in the financial services industry, specifically related to investments and defined contribution plans.
- Experienced in a variety of settings, able to assimilate new concepts quickly and accurately.
- High level of technical skills and knowledge.
Summary of Technical Skills
- Microsoft Office (Excel, Word, PowerPoint, Outlook, Visio)
- Web and Graphic Design (HTML, CSS; Adobe Dreamweaver, Photoshop, and Illustrator)
- Computer Networking Technology (hardware, protocols, network operating systems, etc.)
- Some knowledge of programming languages (Java, C++, PHP)
- Music Technology (Digidesign Pro Tools, MakeMusic Finale, Propellerhead Reason, Ableton Live)
- General PC maintenance, hardware upgrades, etc.
Education
UNIVERSITY OF PENNSYLVANIA, Philadelphia, PA
Master of Science in Computer and Information Technology
- Accepted status – scheduled to begin classes in the fall of 2009
PHILADELPHIA BIBLICAL UNIVERSITY, Langhorne, PA
Bachelor of Science in Bible
BUCKS COUNTY COMMUNITY COLLEGE, Newtown, PA
Associates of General Science
- Coursework completed in the Information Technology and Web & MultiMedia programs
Work Experience: Financial Services/Customer Service
EXPERTPLAN, INC., East Windsor, NJ
Account Manager (2007-2008)
- Provided service and education to defined contribution clients and financial advisors.
- Managed QDRO (Qualified Domestic Relations Order) and death benefit processing.
- Provided input to streamline processes and systems.
- Maintained service level goals under high volumes.
CITISTREET RETIREMENT SERVICES, Somerset, NJ
Implementation Specialist (2000-2001, 2004-2006)
- Managed implementation process for Defined Contribution retirement plans—approximately 70 plans a year.
- Ensured accurate setup and functionality of various record-keeping systems.
- Met deadlines and accomplished accurate transfer of assets and financial data.
- Maintained client satisfaction under high volume caseload.
THE VANGUARD GROUP OF INVESTMENT COMPANIES, INC., Valley Forge, PA
Conversion Project Leader, Mergers and Acquisitions (1998-2000)
- Provided consulting services and technical expertise to corporate clients.
- Managed the conversion process for Defined Contribution retirement plans.
- Facilitated communication and cooperation between interested parties.
- Ensured accurate setup and functionality of record-keeping systems.
Communications Associate, Investor Information (1996-1998)
- Educated individual clients concerning investment vehicles and principles.
- Processed transactions and maintained client accounts.
- Coached and provided support for new associates.
- Obtained Series 6 and 63 investment licenses.
Work Experience: Sales and Marketing/Real Estate
LONG & FOSTER REAL ESTATE, INC., Princeton Junction, NJ
Sales Agent (2003-2004)
- Secured able and willing clients and negotiated mutually profitable real estate transactions.
- Maintained knowledge of real estate laws, trends, and inventory.
- Effectively marketed personal image and company brand to gain further business.
- Pursued a high level of client satisfaction and referral business.
- Successfully completed NJ real estate sales licensure process.
Work Experience: Non-Profit/Religious Services
KIRKPATRICK MEMORIAL PRESBYTERIAN CHURCH, Ringoes, NJ
Youth Director (2001-2003)
- Implemented and managed church programming for youth.
- Recommended yearly budgets and managed costs.
- Prepared reports and communicated progress to church board.
- Recruited and trained volunteers.
*You can view my resume is Word or PDF formats. |
