Resume
Max Foran
35 Balmuto Street, Toronto, ON, M4Y 0A3 | + 1 (647)-402-5474 | max.foran@outlook.com
Skills Summary
Sales:
Consulted with clients to understand their expectations and worked under budget limitations.
Contacted company leads by phone to inform about product benefits and offers to get sales.
Analyzed customer needs and planned sales campaigns to achieve company objectives
Computer Skills:
Proficient in Microsoft office software.
Computer programming experience.
Diagnosing and troubleshooting computer problems.
Knowledge of Banking & Financial Markets:
Canadian Securities Course (CSC) graduate
CFA Level 1 Candidate for February 2021
Avid reader of financial news
3 work placements in Private Wealth Management (CIBC)
Administrative:
Effectively answered customer questions in person, by telephone, and via email messages.
Used MS office software to keep records of clients, invoices, payments, and cancellations.
Education
Bachelor of Arts, Major in Philosophy / 4th Year
Additional Education:
• Canadian Securities Course (CSC)
• CFA Level 1 Candidate
Work Experience
Window Cleaner | JEM Window Cleaning | April 2016 – June 2016
Window, Eavestrough, Soffit/siding cleaning.
Organized and managed worker crews.
Office Manager | JEM Window Cleaning | July 2016 – August 2016
Promoted to office manager during the window cleaning season.
Tasks included receiving calls from customers, tracking company income and expenses, invoicing and billing customers, and other general office tasks.
Administrative Assistant | CIBC Wood Gundy – Park Place (Vancouver, BC) | May 2017 – August 2017
Handled client requests, preparation of client documents, as well as general administrative tasks.
Administrative Assistant | CIBC Wood Gundy – Bay-Adelaide (Toronto, ON) | May 2018 – August 2018
Handled client requests, preparation of client documents, as well as general administrative tasks.
Administrative Assistant | CIBC Wood Gundy – Bay-Adelaide (Toronto, ON) | May 2019 – August 2019
Handled client requests, preparation of client documents, as well as general administrative tasks.
References Upon Request