Guy Jules
Deer Park
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Revenue Cycle Representative
Jzanus
Franklin Square
11.2024 - Current
- Verified patient eligibility for coverage prior to submitting claims for payment.
- Conducted follow-up on unpaid or partially paid claims.
- Contacted insurance providers to check patient coverage.
SUMMER INTERN/ INVESTOR PUBLICATION AND RESEARCH
Lion chase North America
Washington D.C
06.2024 - 09.2024
- Manage tasks
- Report to the lead portfolio manager
- Create project plans and schedules across all verticals
- Track the success of projects against deadlines and company priorities
- Develop systems to improve task management
- Develop presentations, PPTs, and related documents as necessary
FINANCIAL REPRESENTATIVE
New York Life
Melville
12.2020 - 06.2023
- Meet with clients to understand their financial needs, goals, and risk tolerance
- Develop personalized financial plans and provide recommendations for investments, insurance, and other financial products
- Educate clients on various financial products, including retirement accounts, investment options, life insurance, and more
- Assist clients in selecting appropriate products that align with their financial objectives and help implement these solutions
- Build strong, trusting relationships with clients by providing ongoing financial advice and checking in on their changing needs
- Conduct regular follow-ups to review and adjust financial plans as needed
Education
MASTER'S - FINANCE
Hofstra University
Hempstead, NY05-2025
BACHELORS - ART
Five Towns College
Dix Hills, NY05-2023
Skills
- Company Valuations
- Financial Analysis
- Analytical Excel
Certification
- Certified Microsoft Office Specialist (MOS)
- Certified Bloomberg Finance Fundamental (BFF)
- Certified Bloomberg Market Concept
- Master Mortgage Underwriting Certification
Projects
Evaluation of Walmart/Buy Side, A buy-side evaluation of Walmart focused on its financial health, growth prospects, competitive positioning, and valuation metrics compared to industry peers. Target Corporation Capital Budget, Target's capital budget focuses on funding initiatives that drive growth, improve operational efficiency, and enhance the customer experience.
Timeline
Revenue Cycle Representative
Jzanus
11.2024 - Current
SUMMER INTERN/ INVESTOR PUBLICATION AND RESEARCH
Lion chase North America
06.2024 - 09.2024
FINANCIAL REPRESENTATIVE
New York Life
12.2020 - 06.2023
- Certified Microsoft Office Specialist (MOS)
- Certified Bloomberg Finance Fundamental (BFF)
- Certified Bloomberg Market Concept
- Master Mortgage Underwriting Certification
MASTER'S - FINANCE
Hofstra University
BACHELORS - ART
Five Towns College
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