Summary
Overview
Work History
Education
Skills
Timeline
Generic

Devin Prasad

Mount Prospect,IL

Summary

Technical assistant with a desire to progress further into the insurance industry. Foundational understanding of insurance and the keys to a successful underwriting process. Desire to learn more and take on new challenges. Strong analytical and problem-solving abilities, paired with effective communication and interpersonal skills.

Overview

7
7
years of professional experience

Work History

Technical Assistant

Encore Fiduciary
10.2022 - Current
  • Bind, invoice, and issue various types of insurance policies directly to brokers on behalf on underwriters.
  • Serve as an intermediary between brokers and underwriters in regards to account specific questions.
  • Produce and format reports on a weekly basis for company-wide use.
  • Analyze data and reports to assist in high-level decision making and improve company efficiency.
  • Train and assist other technical assistants on various reporting and binding tasks. Constantly collaborating with others to streamline productivity.
  • Served a fundamental role in navigating a large systems change. Learned the new system to the best of my abilities and was able to assist colleagues through many of the challenges of the transition.

Personal Financial Counselor / Financial Technician

Vermillion Financial Advisors
06.2019 - 10.2022
  • Served as financial advisor for approximately 20 clients by assisting them with Investment, Retirement, Tax, Insurance, Major Purchase, Cash Flow and Estate planning.
  • Presented findings and recommendations in each financial discipline to clients on a monthly, quarterly or annual basis.
  • Completed Financial Inventories, Retirement Projections, Tax Projections and Education Projections for my own clients and clients of other advisors within the firm.
  • Assisted other advisors by running reports, analyzing data and taking notes in client meetings.
  • Performed in-depth stock, mutual fund and bond analysis to assist clients firm-wide in making investment decisions.
  • Head of trading within the firm. Executed equity, mutual fund and option trades on a daily basis in all client accounts firm-wide. Trained others in trading.

Sales Associate

Vector Marketing
05.2018 - 08.2018
  • Sold Cutco cutlery products through memorization of a sales pitch and in-depth product knowledge.
  • Marketed myself and our products through cold calling and referrals. Generated all of my own leads.

Counselor

River Trails Park District
05.2018 - 08.2018
  • Led a group of 15 children in various games activities to encourage personal development and growth.
  • Organized activities a week in advance to ensure children were active and busy.
  • Served as a mediator in disputes and arguments.

Education

Bachelor of Science - Finance and Accounting

Iowa State University
Ames, Iowa
05.2020

Skills

  • Detail oriented
  • Excellent written and oral communication abilities
  • Proficient in Microsoft Office products
  • Ability to multi-task while maintaining high-quality results
  • Desire to consistently grow and learn new skills
  • Ability to perform well in fast paced, high pressure environments
  • Strong people skills and excellent member of a team
  • Self-motivated in completing tasks in a high-quality and efficient manner

Timeline

Technical Assistant

Encore Fiduciary
10.2022 - Current

Personal Financial Counselor / Financial Technician

Vermillion Financial Advisors
06.2019 - 10.2022

Sales Associate

Vector Marketing
05.2018 - 08.2018

Counselor

River Trails Park District
05.2018 - 08.2018

Bachelor of Science - Finance and Accounting

Iowa State University

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