Carl Furman
123, Ellis Street
Boston, MA, 01234
(123) 456 789

OBJECTIVE

To contribute acquired skills to a sales position promoting the mutual funds of an industry leader.

EMPLOYMENT EXPERIENCE

MANIFEST FATE, INC., Poughkeepsie, NY
Senior Callback Representative, 9/91-Present

• Troubleshoot problems on shareholder and broker accounts which require research.
• Analyze all relevant facts pertaining to each problem; implement a timely solution and inform the caller of the resolution.
• Interact with other departments to determine source of internal errors and prevent their re-occurrence.
• Approve all maintenance items submitted by phone representatives.
• Maintain smooth work flow and department standards in supervisor's absence.
• Train new telephone representatives in department procedures, telephone techniques, legal requirements, and portfolio objectives.

Telephone Representative, 1/89-9/91

• Informed shareholders and brokers about the Manifest family of funds, the mutual fund industry as a whole, activity in each portfolio, and Manifest policy.
• Interacted with portfolio managers concerning portfolio objectives, market trends, individual brokerage concerns, and changes in SEC regulations and tax laws.
• Educated shareholders and brokers about laws and SEC regulations as they pertained to their particular state.
• Researched difficulties with dealer commissions, registration data, taxable events, wire trades, and government allotments.

EDUCATION

DAEMAN COLLEGE, Amherst, NY
Bachelor of Arts - Economics, 12/88

LICENSES

Series 6, NASD Registrations

AWARDS

Manifest Fate Employee of the Month - October 1993
2 Silver Service Awards
Attendance Award - last 5 consecutive quarters