PETER ASADOORIAN
Mahopac
Summary
Analytical, detail-driven professional with 25+ years of experience across financial analysis, operations, business ownership, and high-volume retail leadership. Strong background in reviewing complex financial data, identifying discrepancies, and producing clear, accurate summaries for decision makers. Skilled in income analysis, tax return review, operational oversight, and leveraging AI tools for data validation and efficiency.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Licensed Agent
New York Life Insurance Company
06.2024 - Current
- Conduct financial needs analysis for individuals and small business owners.
- Evaluate income documentation, tax returns, and long-term financial planning needs.
- Maintain compliance with regulatory and documentation standards.
Mortgage Loan Originator
U.S. Bank
01.2018 - 06.2023
- Analyzed complex financial profiles for high-net-worth and small-business clients.
- Prepared accurate income calculations and financial summaries for underwriting.
- Ranked among top performers for loan submissions and closings.
Director of Sales & Operations
Aliantel, Inc.
04.2013 - 06.2016
- Oversaw operations, sales initiatives, and compliance systems.
- Led process improvements increasing efficiency and contributing to revenue growth.
Director of Sales & Operations
Intouch Wireless / Arch Telecom
01.1998 - 08.2012
- Managed operations for 63 retail locations across 9 states (300+ employees).
- Directed budgeting, forecasting, performance analysis, and financial oversight.
- Multi-State Operation
Education
B.S. - Business Management
Pace University
Skills
- Financial & Income Analysis
- Tax Return & Bank Statement Review
- Detecting Irregularities & Pattern Recognition
- AI-Enhanced Data Validation
- Operational Oversight & Multi-Unit Management
- Microsoft Excel & Reporting
- Compliance & Documentation Accuracy
- Effective communication
- Public speaking
- Sales strategies
- Policy analysis
Certification
- Life, Accident & Health Insurance License – Active
- Mortgage Loan Originator License – Active
- Lean Six Sigma Green Belt – In Progress
- Design for Six Sigma – In Progress
Timeline
Licensed Agent
New York Life Insurance Company
06.2024 - Current
Mortgage Loan Originator
U.S. Bank
01.2018 - 06.2023
Director of Sales & Operations
Aliantel, Inc.
04.2013 - 06.2016
Director of Sales & Operations
Intouch Wireless / Arch Telecom
01.1998 - 08.2012
B.S. - Business Management
Pace University