Michael Beys
Dallas
Summary
Hard working, driven individual with a degree in International Business & work experience in investment research, commercial real estate and business administration. Together with my International Business degree and financial operations experience, my work experience has taught me to be adaptive and collaborative. I have also completed two years of computer science engineering courses gaining competency in certain computer technical skills. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
Work History
Licensed Sales Producer
Kelly Burke Allstate Agency
Denver
05.2024 - Current
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Advised clients on coverage amounts needed based on individual circumstances.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Maintained my position as the top sales producer year-to-date in 2024.
Marketing & Social Media Manager
Green Garden Gold
Dallas
04.2023 - 01.2024
- Implemented changes increasing marketing reach by moving the company from wholesale to online business.
- Increased exposure via market research and testing target markets.
- Created an online marketplace and app for wholesale customers to easily make and edit purchases.
Financial Operations Analyst
Skyview Group (Nexpoint Capital Inc.)
Dallas
04.2022 - 03.2023
- Prepared cash projection reports for portfolio managers including future trading activity limits.
- Generated and reconciled daily Profit and Loss reports for portfolios prior to NAV postings.
- Supported fund accounting with annual audit requests.
- Resolved and escalated trade breaks to ensure timely settlement for buy-in avoidance.
Sales & Business Development Research
Zacks Investment Research
Chicago
02.2021 - 03.2022
- Gained expertise in investment research through client relationships and working product knowledge.
- Demonstrated independent stock, mutual fund and ETF research and analytic tools.
- Learned industry knowledge through high AUM client conversations and demos.
Business Office Assistant
Environmental Sustainability at DEREE - The American College of Greece
Athens
08.2018 - 05.2019
- Employed by my university during my studies. Responsible for writing institution wide policies for submission to heads of the institution.
- Also gained experience in administrative tasks and the utilization of sustainable development tools including cost-benefit analysis & sustainable impact assessment.
Intern
Secure Net Lease
Dallas
05.2018 - 08.2018
- Conducted data entry & assisted with marketing projects primarily regarding the sale of triple net lease properties.
Real Estate Consultant
Preston Commercial Group, Inc.
Dallas
01.2016 - 03.2017
- Part time consultant during my time as a student for a commercial real estate corporation.
- Developed a strong understanding of many facets of business processes and utilized analytical tools to help provide potentially efficient solutions for the company.
Education
Bachelor - International Business
DEREE - The American College of Greece
Athens, GR12.2020
Computer Science Engineering -
Southern Methodist University (SMU)
Dallas, TXSkills
- Knowledge of financial markets and instruments
- Bloomberg & JPrime
- Data analysis and reporting
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Leadership and organization
- Customer service
- Lead generation
Timeline
Licensed Sales Producer
Kelly Burke Allstate Agency
05.2024 - Current
Marketing & Social Media Manager
Green Garden Gold
04.2023 - 01.2024
Financial Operations Analyst
Skyview Group (Nexpoint Capital Inc.)
04.2022 - 03.2023
Sales & Business Development Research
Zacks Investment Research
02.2021 - 03.2022
Business Office Assistant
Environmental Sustainability at DEREE - The American College of Greece
08.2018 - 05.2019
Intern
Secure Net Lease
05.2018 - 08.2018
Real Estate Consultant
Preston Commercial Group, Inc.
01.2016 - 03.2017
Bachelor - International Business
DEREE - The American College of Greece
Computer Science Engineering -
Southern Methodist University (SMU)
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