Raymond Dumas - Financial Advisor Resume Simple
A highly motivated, results-driven, and financial professional with a proven track record of success in the areas of sales, marketing, and sales.
  • recruiting, life insurance, sales and, mutual funds, clients, insurance
  • coding, closing, general ledger, management, clerk, payments, research, a p, accounts payable, invoices
  • 2017-12-252017-12-25

    Financial Advisor


    • Create a book of business for clients through cold calling, referrals, and insurance needs. Also, I have helped to increase sales by 20%.
    • Sell stocks, bonds, mutual funds, and life insurance products to clients. Utilize the firm's financial planning software to create a comprehensive financial plan.
    • Recruiting and developing new sales and service representatives to help them grow their business. I have worked with the company to develop a plan to help them reach their financial goals.
    • Developed a strong referral network with local businesses and individuals. I was able to develop a new business and grow the business.
    • Create and maintain a strong working relationship with the client. Develop and implement a plan to achieve the goals of the business.
  • 2017-12-252017-12-25

    Accounts Payable Specialist


    • Assist the A/P Manager with coding invoices and payments to the general ledger and research any discrepancies. Provide management with a weekly report of the bank statement.
    • Provide support to accounts payable Manager in month end closing and year-end close. Create and maintain vendor files.
    • Maintain vendor files and file all documents for the clerk. Update and maintain vendor files. Run and distribute checks.
    • Review and process all invoices for payment. Prepare and process weekly check runs. Reconcile vendor statements. Respond to vendor inquiries.
    • Review and process all invoices for payment, including coding, batching, and mailing. Match invoices to purchase orders and packing slips.
    • Process all incoming mail, including sorting, matching, and mailing. Also, maintaining and updating vendor files.


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