Sean Mensah
Fords,NJ
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
7
7
years of professional experience
Work History
Senior Representative – Finance & Compliance
New York Life Insurance Company
New York, NY
01.2022 - Current
- Draft and prepare Fixed and Variable Annuity Financial Disclosure documents/statements for agents and brokers
- Compose 6-10 full disclosure documents for manager approval daily
- Provide guidance on Reg 60 financial compliance policies
- Review annuity values ranging from $5K to $1M+, coordinating document delivery to agents/brokers.
Compliance Analyst Intern
Bank of India
New York, NY
01.2022 - 07.2022
- Analyzed wire, ACH, and fraud activity for Bank of India customers
- Conducted investigations into suspected fraud, reporting to upper management
- Developed data reports to monitor risk management for losses over $500,000.
Senior Cash Management
Le District
New York, NY
01.2018 - 01.2022
- Managed store's daily cash sales, preparing daily, weekly, and monthly sales summaries
- Handled all customer and executive correspondence
- Assisted senior management with team scheduling
- Distributed Excel reports to managers and the accounting team.
Education
Bachelor of Science in Business Administration (Finance) -
City University of New York, Brooklyn College
NYAssociate of Applied Science in Finance & Banking -
City University of New York, Borough of Manhattan Community College
NYSkills
- MS Office Suite: Word, Excel, PowerPoint
- Automated Workflow Software (AWF)
- Commercial Real Estate Financial Modeling
Training
Completed New York Life Investors' three-day virtual commercial real estate discovery program.
Timeline
Senior Representative – Finance & Compliance
New York Life Insurance Company
01.2022 - Current
Compliance Analyst Intern
Bank of India
01.2022 - 07.2022
Senior Cash Management
Le District
01.2018 - 01.2022
Bachelor of Science in Business Administration (Finance) -
City University of New York, Brooklyn College
Associate of Applied Science in Finance & Banking -
City University of New York, Borough of Manhattan Community College
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