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Eric L. Dunn
413 Valley Road
Havertown, PA 19083
Email: [email protected] Cell: 484-321-1054
______________________________________________________________________________________________________
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