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Page 1: New RESUME

Eric L. Dunn

413 Valley Road

Havertown, PA 19083

Email: [email protected] Cell: 484-321-1054

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Employment Objective:

To join a company where my education in the field of Finance can be utilized to help the business increase its cash flow and

market position

Education:

West Virginia University, School of Business and Economics

Major: Business Finance

Bachelor of Science Degree May 2014

Background Skills

Proficient in Microsoft Excel, Word and PowerPoint related to the presentation of financial information

Excellent understanding of the time value of money

Learned negotiating skills through college coursework and from my father who is small business owner

Able to connect with people very quickly

Goal oriented work ethic

Have prepared income and expense reconciliations for apartment buildings using QuickBooks

Employment

Vanguard, Portfolio Implementation Associate August 2014 - Present

Execute and monitor the implementation of client portfolios by performing transactions on managed accounts under

the guidance of Financial Advisors

Maintaining a high level of quality in all transactions and operational processes

Partnering with Financial Advisors, Resolution Services, and other business groups as necessary to resolve client

issues efficiently and in a professional manner

Completing maintenance activities for clients IRAs, Trust accounts and taxable individual/Joint accounts

Riddle Ale House, Waiter May 2012- August 2012

Delivered exceptional service by greeting and serving customers in a timely, friendly manner.

Lira Restaurant and Lounge, Waiter November 2011- November 2012

Required to comprehend extensive wine lists and fine cuisine menus as well as keep customers happy and satisfied.

Interests:

Keeping fit through various exercise regimens

Staying current in the financial sector by reading daily newspapers, periodicals and published articles

References: Upon Request