Summary
Overview
Work History
Education
Skills
Timeline
AssistantManager

ANTHONY BOBEN

Mount Vernon,NY

Summary

Highly motivated financial professional able to thrive in high-pressure environments. Excellent financial reporting, budget forecasting, management and team-building skills. motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Ambitious financial professional with superior analytical and problem solving skills.

Highly motivated financial professional able to thrive in high-pressure environments. Excellent financial reporting, budget forecasting, management and team-building skills.

Overview

19
19
years of professional experience

Work History

Assistant Manager

Nordstrom
White Plains, NY
09.2011 - 04.2019
  • Developed new process to assist department manager in achieving department volume and productivity goals by developing and executing business plan, resulting in system that saved both money and time
  • Successfully lead project that exceeded regional goals by analyzing trends and customer outreach
  • Effectively coached sales associates on directive selling to meet/exceed their goals by working side by side and providing realtime feedback
  • Managed over 10% increase in sales while market was trending down

Financial Investment Consultant

Diversified Investment Advisors
Purchase, NY
01.2002 - 07.2008
  • Consistently met and exceeded asset retention/gathering goals
  • Exceeded retention of assets goal by over 10% by facilitating group and one on one meetings
  • Prepared effective 'plan of action' with pros and cons, using financial analyses that resulted in increased retention levels
  • Championed implementation of internal training and development on asset retention and IRA options
  • Gathered and assessed needs from internal business units and created custom presentations
  • Created and facilitated new hire training on asset retention/gathering

Education Consultant

Diversified Investment Advisors
Mamaroneck, NY
01.2000 - 01.2002
  • Traveled extensively throughout the US providing participants with insight into their investment options
  • Facilitated approximately 40 group enrollment meetings a month; delivering workshops on investment and retirement goal setting
  • Gathered and assessed needs of clients after initial meetings to determine next steps, facilitated appropriate follow-up meetings
  • Strong investment knowledge, held FINRA Series 6 and 63 licenses

Education

MBA - Business Management, Finance, Business, Management, and Administration

King Graduate School of Business, Monroe College
New Rochelle, NY
2012

Bachelor of Arts - Economics

Herbert H. Lehman College, CUNY
Bronx, NY
2010

Skills

  • Financial goal setting
  • Presentations of financial data
  • Financial workshops facilitation
  • Financial budgeting and reporting
  • Financial management procedures
  • Financial reports
  • Investment allocations
  • Financial report analysis
  • Financial strategies
  • Financial services support
  • Proficient in Microsoft Excel, Word and Powerpoint

Timeline

Assistant Manager

Nordstrom
09.2011 - 04.2019

Financial Investment Consultant

Diversified Investment Advisors
01.2002 - 07.2008

Education Consultant

Diversified Investment Advisors
01.2000 - 01.2002

MBA - Business Management, Finance, Business, Management, and Administration

King Graduate School of Business, Monroe College

Bachelor of Arts - Economics

Herbert H. Lehman College, CUNY

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