Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Awards
Publications
Certifications and Licenses
Languages
Timeline
Generic

Faezeh Tash

Okemos,MI

Summary

Over 14 years of experience working in financial management and planning. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Planning Associate

Waggoner Financial
05.2022 - 06.2024
  • Communicating and building relationships with clients
  • Presenting and selling financial products and life insurance policies
  • Preparing financial reports
  • Communicating with the insurance companies and financial institutions.

Waste Management and Environmental Studies Internship

City of Lansing, EGLE
01.2022 - 05.2022
  • Preparing a report to develop an understanding of how materials management and the circular economy fit together at a high level - what Michigan does, what other EPA Region 5 states (Illinois, Indiana, Ohio, Minnesota, Wisconsin) do, and how do they compare.

Sales Manager

Saman Insurance Company
10.2012 - 03.2020
  • Marketing and representing life insurance, answering any questions or concerns policy holders have with their insurance claims, explaining coverage options to the customers
  • Responsible for having hired and trained marketing specialist, teaching insurance courses in Saman company, leading the group by inspiring and motivating them through role modeling.

Civil Engineer

Atrium Group
11.2017 - 12.2018
  • Designing structures using software such as ETABS, SAFE and SAP.

Civil Engineer

Musavian's Engineering Office
03.2012 - 10.2012
  • Analyzing the designed structures, project planning and scheduling, designing optimum structures based on both customers' demands, safety, and expenses.

Education

Hubert. H. Humphrey Fellowship, Investment strategies and Speculative Markets, Financial Management - Economic, Finance, and Banking

Michigan State University
01.2022

Master of Civil Engineering -

Babol Noshirvani University, Babol (Iran)
01.2016

Bachelor of Railway Engineering -

Isfahan University, Isfahan (Iran)
01.2012

High School Diploma -

National Organization for Development of Exceptional Talents (Iran)
01.2007

Skills

  • MS: Word, Excel, Power Point, Outlook and Internet (Advanced)
  • CRM
  • MATLAB Programming (Advanced)
  • C programming (basic)
  • AutoCAD (Advanced)
  • Abaqus Software (Advanced) & Ansys Software (Advanced)
  • Insurance Planning
  • Retirement planning

Accomplishments

Insurance Licensed

Series 7

Series 66

Certification

  • Life and Health Insurance License
  • Series 7 Certificate from FINRA (Financial Industry Regulatory Authority)

Awards

  • Awarded for the first and second Iran National Astronomy Olympia
  • Studying at NODET (National Organization for Development of Exceptional Talents)
  • Awarded National Mathematics Olympiad recognition
  • Selected top life insurance seller by Saman Insurance Company

Publications

An Analytical Solution for Bending of Transversely Isotropic Thick Rectangular Plates with Variable Thickness, Yekkalam Tash, F., Navayi, Neya, B., Applied Mathematical Modelling, August 2019, https://doi.org/10.1016/j.apm.2019.08.017

Certifications and Licenses

Insurance Licensed

FINRA Series 7 License

FINRA Series 66 License

Languages

English
Persian
Turkish

Timeline

Financial Planning Associate

Waggoner Financial
05.2022 - 06.2024

Waste Management and Environmental Studies Internship

City of Lansing, EGLE
01.2022 - 05.2022

Civil Engineer

Atrium Group
11.2017 - 12.2018

Sales Manager

Saman Insurance Company
10.2012 - 03.2020

Civil Engineer

Musavian's Engineering Office
03.2012 - 10.2012

Hubert. H. Humphrey Fellowship, Investment strategies and Speculative Markets, Financial Management - Economic, Finance, and Banking

Michigan State University

Master of Civil Engineering -

Babol Noshirvani University, Babol (Iran)

Bachelor of Railway Engineering -

Isfahan University, Isfahan (Iran)

High School Diploma -

National Organization for Development of Exceptional Talents (Iran)

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Faezeh Tash