Popular in Course
verified elite notetaker
Popular in none
This 2 page Document was uploaded by an elite notetaker on Tuesday December 22, 2015. The Document belongs to a course at a university taught by a professor in Fall. Since its upload, it has received 12 views.
Reviews for Retirement-Investment-Marketing-Advisor-in-Oakland-San-Francisco-Bay-CA-Resume-Eric-Golub
Report this Material
What is Karma?
Karma is the currency of StudySoup.
You can buy or earn more Karma at anytime and redeem it for class notes, study guides, flashcards, and more!
Date Created: 12/22/15
| 510-523-1725 | email@example.com Eric Golub Diversified Retirement Planning & Alternative Investments Specialist, Oakland CA Objective Managerial or advisory position providing client services and/or training, individualized investment expertise across all asset classes Specialties - Proficient computer skills using Microsoft Word, Office, Power Point & Excel. - Strong negotiation skills with decision makers. - Created multiple project management and configuration processes. - Skilled at identifying cost and revenue drivers. - Excel at meeting business requirements where accountability, productivity and results are required. - Creative problem-solving, product management and marketing skills. - Building consultative relationships as a pre-sales representative. Experience 3/2012 - 8/2012 New Direction IRA Alameda, CA Business Development Representative Website: http://ndira.com Leading self-directed IRA administrator based in Louisville CO developing new client and vendor relationships, delivering blog and webinar content, providing client service and guidance to prospective clients Spotlighted Achievements - delivered ten original blogs and articles for company website 12/2007 - 2/2012 The Entrust Group Oakland, CA Client Services Representative Website: http://theentrustgroup.com Leading self-directed IRA administrator based in Oakland CA provide e-mail, phone and written assistance and support to all clients and prospects nationwide; coordinate and consult regarding alternative investment transactions and IRS code regarding them; provide webinar and blog content Spotlighted Achievements - served as lead client services representative in 2008-2009, during which Entrust leap-frogged to head of the self-directed IRA field (in terms of account growth and assets under administration) - assisted management with industry-first exclusive relationship with innovative vendor (GoldMoney), taking lead role in dissemination of information and assistance to existing clients 5/1999 - 12/2001 Charles Schwab Menlo Park, CA Investment Specialist Website: http://schwab.com Leading discount brokerage firm known for democratizing investment advice provided individualized advice to clients; delivered public portfolio seminars; served as front desk lead in extremely affluent branch during historically busy period (1999-2000) Spotlighted Achievements - served as front desk lead during Y2K panic of '99-'00, assisting hundreds of walk-in clients with deposits and account questions - delivered dozens of public seminars on portfolio and allocation topics 11/1995 - 5/1999 Franklin Templeton San Mateo, CA Fund Information Training Coordinator Website: http://franklintempleton.com Leading mutual fund company based in San Mateo, CA assist retail clients and registered representatives with product, portfolio and marketing issues; conceive and deliver training curricula to all phone-service representatives on topics including customer service skills, investments and portfolios, and market conditions Spotlighted Achievements - original presentation and proposal for advisory model in marketing initiative earned promotion to supervisory position as training coordinator - conceived and delivered phone services training initiatives which resulted in marked improvement in department's DALBAR scores 10/2005 - 7/2007 TriNet HR Corporation San Leandro, CA Solution Center Representative Website: http://trinet.com Leading professional employer organization provide client services to employees of client companies, triangulating to resolve HR, benefits and payroll issues Spotlighted Achievements - contributed to development of system for establishing Solution Center liaisons with key benefits providers, resulting in expedited resolution of employee cases Education Bachelors University of Hawai'i at Manoa Asian Studies Masters University of Hawai'i at Manoa Asian Studies
Are you sure you want to buy this material for
You're already Subscribed!
Looks like you've already subscribed to StudySoup, you won't need to purchase another subscription to get this material. To access this material simply click 'View Full Document'