Northeast Wisconsin (NE.W.) Insurance Program Spring 2010 Resume Book Risk Management and Insurance Students Scott B Beyer, Ph.D., CFA [email protected]Program Director/Insurance Professor & Associate Professor of Finance University of Wisconsin Oshkosh (920) 424-7194
18
Embed
Northeast Wisconsin (NE.W.) Insurance Program Spring 2010 ... Resume Book.pdfSpring 2010 Resume Book Risk Management and Insurance Students Scott B Beyer, Ph.D., CFA [email protected]
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
4/12/2010
Page 1 of 18
Northeast Wisconsin (NE.W.)Insurance ProgramSpring 2010 Resume BookRisk Management and Insurance Students
Scott B Beyer, Ph.D., CFA [email protected] Director/Insurance Professor & Associate Professor of FinanceUniversity of Wisconsin Oshkosh (920) 424-7194
Gamma Iota Sigma• Insurance workshops• Social events/Golf outing• Corporate visits• Professional Events• Resume Book
PROGRAM PROFILEThe NEW Insurance program
develops students for careers inrisk management and insuranceprofessions. The program isguided by an Advisory Board ofInsurance Executives, and providesannual scholarships and grants toattract future insurance leaders.The NEW Insurance programoffers internships and aprofessional development programto prepare students for careers inthe insurance industry.
NEW Insurance Program: VisionThe NEW Insurance Program seeks to be the premierundergraduate insurance and risk managementprogram in the state.
The NEW Insurance Program strives to provideeducation of future industry leaders through industryinvolvement, innovative teaching, and student-centered learning.
The NEW insurance program wishes to providevalue via a strong relationship with regional firms andindustry professionals.
Required Coursework
BUS 327 Principles of Risk Management
BUS 337* Business Risk Mgmt & Insurance
BUS 437 Advanced Risk Management
*Business 337 cannot count for both the finance major and the insurance emphasis.
Benefits, Outcomes, Features of supporting theUW Oshkosh NE.W. Insurance Program
Current Address:503 Amherst Ave – Oshkosh, WI 54901
EducationUniversity of Wisconsin Oshkosh Oshkosh, WIBachelor of Business Administration Graduation Date: May 2010Majors: Accounting, Economics, and Finance Cumulative GPA: 3.194GPA: 3.100 3.934 3.187
Relevant ExperienceFederal-Mogul Corporation Manitowoc, WICost Accounting Intern May 2008 – August 2008
Mentored by Six Sigma Master Blackbelt on inventory management project Implement & manage Economic Order Quantity system in two manufacturing plants
Wipfli LLP Appleton, WIAccounting/Tax Intern January 2009 – April 2009
Prepare individual & commercial tax returns to meet deadlines and client expectations Compose individual tax projections to ensure proper tax planning for the client
Alta Resources Corporation Neenah, WIAccounting/Finance Intern May 2009 – Present
Assist in accounts receivable & payable, invoicing, payroll, and month-end close activity Manage projects for dynamic MNC on the topics of acquisitions, tax law, and forecasting
Campus Activities & Awards Student/Faculty Collaborative Research Grant Award (Summer 2009)
o Research the relationship between small banks & regional economic change Academic Tutor (2008-Present)
o Economics Department (2009-Present), Econ-Stats (2009), Finance (2008) National Beta Alpha Psi - UW-Oshkosh Accounting Club (2007-Present)
o IMA Student Chapter President– (2009) Economic Student Association Secretary/Corporate Recruiter (2008 – Present) Student-Managed Endowment Fund Member (Summer 2009)
o Manage the software sector of UW-Oshkosh’s endowment funds Fed Challenge Representative (Fall 2009)
o Prepare presentation to a Chicago Federal Reserve Bank board of economists Swim & Dive Team (2005-2008)
Education University of Wisconsin Oshkosh, Oshkosh, WIBachelor of Business AdministrationGraduation: May 2011Majors: Accounting and EconomicsMinor: Insurance and Financial Planning GPA: 3.956
WorkExperience
Richelieu Foods, Beaver Dam WILine worker, June 2009- August 2009
Perform break relief which includes learning multiple machines and processesWork with a variety of people in fast pace environment Learn importance of food safety
Financial Aid Office, UW OshkoshReceptionist, September 2008- present
Actively listen in order to fully understand and answer people’s questionsConnect people with those that can help them if I am not qualified to do soGreet and make those that walk into the office feel welcomedComplete small projects for the staff in the office
McDonalds, Beaver Dam WICrew member, June 2008-December 2008
Greet and display positive attitude towards customers Listen closely and make customers feel important while I take their orderMingle with customers while handing out samples Learn to work in a fast paced environment and with diverse people
Center for Academic Resources, UW OshkoshTutor, January 2008-May 2008
Helped students study for class and better understand materialGave students confidence in their academic ability Shared with students skills for success in all classes Tutored two students twice a week for History 101
Honors/ActivitiesUniversity Deans List Fall 2007, Spring 2008, Fall 2008, Spring 2009, Fall 2009Beta Gamma Sigma Selected as Economics Consultant for Student-Managed Fund course (Summer 2010)Accounting Club Freshman Academic Excellence Scholarship 2007Valedictorian of Beaver Dam High School 2007
[email protected] Address: Permanent Address:833 John Ave. 2888 Sorenson Dr.Oshkosh, WI 54901 Green Bay, WI 54313
Education University of Wisconsin – Oshkosh Oshkosh, WIBachelor of Business Administration December 2011Major: Finance and Accounting Emphasis: Insurance
Course Principles of Risk Management and Insurance, Investment Management, IntermediateExperience Accounting I & II, Quantities Business Analysis, Essentials of Information Systems
Work PDQ Carwash Green Bay/Appleton, WI September 11, 2004 - presentExperience Supervisor
Supervise employees and manage how many employees are on the floor Entrusted with keys to the building and an alarm code for the alarm system Responsible for locking all doors at the end the day Reconcile cashier’s till and make daily bank deposits Clean cars inside and out in a fast efficient manner
UW Oshkosh Oshkosh, WI December 2008 - PresentCustodial Services
Maintain the appearance of all campus buildings Help out with work orders when needed
Leadership Kappa Sigma Fraternity Spring 2007-presentGrand Procurator (Vice President)
In charge of risk management, scholarship, judicial boards, and overseeing committeesGrand Treasurer Spring 2008 – Spring 2009
Generated Semester budgets and maintained the different account balances using ExcelFundraising Chair Fall 2007, Spring 2008, Spring 2009
Raised $1,360 to assist the fraternity financially with its operationsInter Fraternal Council Representative Fall 2007
Learned what was happening in the Greek system and reported back to the fraternityInter Fraternal Council Spring 2009VP of Administration
Leadership Conferences attended
o Grand Conclave – Kappa Sigma Fraternity, San Antonio, TX, July 2009o Officer Retreat – Inter Fraternal Council, Green Lake, WI, January 2009o Greek Leadership Academy – Greek Life, Green Lake, WI, January 2008, 2009o Leadership Conference – Kappa Sigma Fraternity, Richmond, VA; July 2008
CommunityService
Volunteered at least 12 hours at the Salvation Army each semester, Spring 2007 – Spring2009
Volunteered at the Annual Friends of Cerebral Palsy of Mideast WI benefit for the RespiteHouse; Spring 2007, 2008, 2009
University of Wisconsin Oshkosh Oshkosh, WisconsinMajor: Finance Minor: Insurance Anticipated Graduation Date: December 2010
University of Wisconsin Washington County West Bend, WisconsinBusiness September 2007-May 2005
University of Wisconsin Milwaukee Milwaukee, WisconsinBusiness September 2003-December 2004
Professional ExperienceIntern-Wisconsin Harley Davidson – Oconomowoc, WI. – February 2010 – Present
Responsible for new hires, training and employee documentation Review vendor correspondence and resolution of outstanding issues and filing documentation Enter all accounts payable and assist in the end of month accounting Review and enter all financial transactions
Associate-Practical Strategies, Inc. - West Bend, WI. - May 2006 - December 2008 Organized new employment files and trained team members at Practical Strategies Inc. Worked as a team to detail an event for a Washington DC charity that included multiple press releases,
invitations, cost management and providing photos which were published in Washington Life Magazine Expanded and managed coalition groups throughout Wisconsin by improving involvement with
informational material and outreach meetings Conceptualized fundraising events for Cedar Lakes Conservation Foundation, which involved
collaborating with other charity organizations to execute successful events that were recognized by localmedia
Cast Member-Walt Disney World – Orlando, FL. – August 2004 – November 2004 Demonstrated leadership by contributing as a cast member at Walt Disney World, Florida Worked diversely in over 5 different positions while attending school 25 hours a week and completing
online courses
Related ExperienceFinance
Presented financial statements, balance sheets and financial analysis for four group semester projects Handled petty cash reporting for Practical Strategies Inc. along with other business cost reporting Monthly cost reporting for Human Trafficking Coalition Federal Grant for five different organizations
Computer Skills Created corporate identities for five companies that included logo design, business cards, brochures,
web pages and promotional material using Adobe Creative Suite Built and updated databases with Microsoft Access and worked daily with all Microsoft Office
Education University of Wisconsin Oshkosh Oshkosh, WIBachelor: Business AdministrationMajor: MarketingAlso focusing on Finance by taking multiple Finance coursesGPA: 3.093
Related Skills Strong communication skills demonstrated through fundraising Managerial skills demonstrated through employee supervision Selling demonstrated through Phonathon performance
Work Phonathon Oshkosh, WIExperience September 2005 – Current
Over the phone fund raising/selling for UWO Foundation Recipient of the 2007 Phonathon Scholarship for top fundraiser
MJ’S Light Excavation Waupun, WIMay 2004 – September 2006
Lawn Care Supervisor/Manager Retaining wall construction Light excavation
Schrank Clinic Waupun, WIJanuary 2004 – December 2007
Janitor
Asplundh Tree Expert CompanySummer 2007
Ground Worker
Honors and Chancellor’s Academic Excellent Scholarship- May 2005Activities Participate in University Honors Program- September 2005- Current
Marketing Club member- September 2007- Current Salvation Army Volunteer- November 2006- January 2007
References Scott Beyer Ph.D. CFAAssistant Professor of [email protected] (920) 424-7194
Dani StolleyUniversity of Wisconsin OshkoshPast [email protected] (920) 424-2428
Cashier/Customer Service February 2003 – August 2008 Assist Customers Money Handling Assisted with training activities
Honors and Activities Study Abroad Tour in Australia Dec. 2008 – Jan. 2009 Beta Alpha Psi-Local Chapter Member Fall 2008-Present College of Business Ambassador-Fall 2009 Honors Program College of Business Liaison -Fall 2009 Marketing Club Member 2007-2008 University Honors Program Member Spring 2007-Present University Dean’s List Fall 2006 University Honor Roll Spring 2007, Fall 2007, Spring 2008
Skills and Interests Skilled in Microsoft Office programs, e-mail, and internet Honest, trustworthy, and flexible Excellent time management and organizational skills Outstanding conversational and group skills Interested in international affairs and travel
Education University Wisconsin- Oshkosh, Oshkosh WI
Finance MajorInsurance & Financial Planning Minor
Real Estate EmphasisBusiness Law Emphasis
Anticipated graduation Date: May 2011 University Wisconsin-Fox Valley, Menasha WI
Associates Degree
Professional Skills Profile Proficient in Microsoft: Word, Power Point, Excel, Access Quantitative Business Analysis Skills Basic Concept of Accounting- know the general accounting principles Basic understanding of Risk management and Insurance Sales Call experience Experienced phone operator Marketing Experience- promote new products Outstanding Customer Service
Accomplishments The National Society of Leadership and Success
o Presidential Member Macys Diamond Star Associate-2008 Macys Star Academy Recipient 2009 ( Associate of the Year) Macys Perfect Attendance Award-2007 & 2008 Promotion within the first 60 days of being employed
Professional ExperienceDooney and Bourke SpecialistMacys, Appleton WIJune 2007-Present
Responsibilities Motivated Team Leader – provide my team with knowledge about our products and strengthen
their customer service skills Train new Employee’s Market new products- promote new products in a way to excite the customers Exceed monthly goals- surpass monthly goals in sales per hour & average sales Astonishing Clientele System – develop a relationship with customers so they trust me and
Stephanie Rasmussen 495 Pearl Avenue Apartment 208 Oshkosh, WI 54901 (608) 206-7915 [email protected] Education University of Wisconsin Oshkosh Oshkosh, Wisconsin Bachelor of Business Administration December 2010 Major: Finance Minor: Insurance and Financial Planning Experience Melli Law, S.C., Madison, Wisconsin Office Assistant June 2005-present
• Created database system for cases • Aid in accounting responsibilities • Perform clerical/receptionist tasks • Assist in messenger duties • Organize files
Activities
• University of Wisconsin Oshkosh Softball team member (2007) • University of Wisconsin Oshkosh Finance Club (2008-2009) • Alpha Beta Psi (2008-2009) • Relay for Life Participant (2008)
• United Way Days of Caring (2009)
Skills • Proficient in Microsoft Excel, Word & Power Point and Word Perfect • Knowledge of Adobe Acrobat – Professional Version and Microsoft
Access
Jessica SibilskySchool Address:1020 Vine Street #106Oshkosh WI, 54901
Sturgeon Bay, WI 54235~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Education: UNIVERSITY OF WISCONSIN OSHKOSH, Oshkosh, WIBachelor of Business AdministrationMajor: Accounting & Finance Minor: Insurance and Financial PlanningAnticipated Graduation Date: May 2011Cumulative GPA: 4.0
Work Experience: OSHKOSH CORPORATION, Oshkosh, WIAccounting/Finance Intern, January 2009-present Completes journal entries to correctly classify costs, receivables, and revenues Independently analyzes and updates various balance sheet accounts to ensure
accuracy Prepares audit schedules for financial analysis and internal compliance Coordinates our internal process for tracking and recording freight on a contract
by reconciling data across various departments Reconciles accounts receivable records and identifies discrepancies
BAY SHIPBUILDING COMPANY, Sturgeon Bay, WIAdministrative Assistant, May 2007-August 2008 Completed administrative tasks for Accounting, Human Resources, Planning, and
Executive departments. Handled record retention Organized special events Constructed Microsoft Access tables, queries, and reports to update asset records. Prepared documents, forms, and letters in Microsoft Word
Honors: University of Wisconsin Oshkosh Dean’s List (Fall 2006 – Fall 2009) Beta Gamma Sigma Member – International Honors Society (Spring 2009 – present) Tax Executives Institute of NE Wisconsin Scholarship Recipient (Spring 2010) Harry Ostendorf Accounting Scholarship Recipient (Spring 2009) Robert and Kathleen Lindgren Business Scholarship Recipient (Spring 2009) Valedictorian of the Southern Door High School Class of 2006 UW Oshkosh Chancellor’s Academic Scholarship Recipient (Fall 2006) Sentry Insurance Foundation Freshman Leadership Scholarship Recipient (Fall 2006)
Activities: Beta Alpha Psi, Reporter (Fall 2009-Spring 2010) Beta Alpha Psi Member (Fall 2008-present) College of Business Ambassador (Fall 2009-present) University of Wisconsin Oshkosh Finance Club, Vice President (Fall 2008) University of Wisconsin Oshkosh Finance Club Member (Fall 2007 – Fall 2008) Volunteer at Bay View Lutheran Church (1998-2006) Volunteer at Alzheimer’s Memory Walk and Relay for Life (2008-2009)
Special skills: Proficient in Microsoft Word, Excel, PowerPoint, and Access Basic knowledge of JD Edwards software
University of Wisconsin Oshkosh Oshkosh, WIBachelor of Business AdminstrationAnticipated Graduation Date: May 2011Major: Finance GPA: 3.76/4.0Minor: Insurance & Financial Planning
University of Wisconsin Fox Valley Menasha, WIBusiness Administration January 2009
September 1995 –May 1997Dean’s List: Semester Spring 2009Honor Roll: Semesters Spring 1996, Fall 1996, Fall 2009
True Cards Appleton, WIOwner October 1998 – Present
Analyze up to $100,000 sales a year to maximize profit an additional 7% which helpedachieve Ebay Silver Powerseller
Strong use of time management and prioritizing tasks when new products came in tomaximize revenues by 10%
Establish a strong returning customer base of 250 customers through excellent customerservice which help achieve Ebay Feedback rating of 13,475 with 100% satisfaction
Central Wisconsin Airport Transport Inc Appleton, WIAir Freight Manager May 1998 –
November 2008
Trained over 50 new employees after impressing management with my strong work ethic,knowledge of all company procedures, and displayed leadership skills
Analyzed data and courier efficiency to manage route structure to increase profit by 5% Demonstrated strong problem-solving skills to mediate conflicts between couriers Was given additional responsibilities in customer service by demonstrating great
communication skills with clients Achieved computer proficiency in Microsoft Word, Excel, and vast internet knowledge
ACTIVITIES AND HONORS__________________________________________________
Beta Gamma Sigma (top 10% GPA of class to be member) Oshkosh, WIMember February 2010 - Present
Linda & Jeffrey Bartlett Scholarship Oshkosh, WI(Entrepreneurship and Small Business) Fall Semester 2010
Insurance Club Oshkosh, WIPresident January 2010 – Present
Finance Club Oshkosh, WIMember September 2009 - Present
Tiffany M. ZitzelsbergerUniversity of Wisconsin Oshkosh
May 2011 UNIVERSITY OF WISCONSIN OSHKOSH OSHKOSH, WI(Expected) Bachelors of Business Administration: Accounting Major
Minor: Insurance and Personal FinanceTotal Credits upon Graduation: Over 150 in preparation for CPA Exam
RELEVANT EXPERIENCE
2006-Present LAURA J. HERMANN ACCOUNTING AND TAX SERVICES/LJH INC. SEYMOUR, WI-Valuable Experience in: Computerized data entry, Document filing and organization, Reconciling bank statements and preparing papers for taxes.-Was able to observe tax accounting in progress and learn valuable professional and socialskills for working with clients. Work allowed for professional development and an increase inproblem solving ability thanks to hands on experience with accounting and tax services.
-Responsibilities: Provide tours for prospective students and their families. Have a workingknowledge of campus activities, events and resources in order to answer questions.-Work allows continuous improvement in interpersonal, communication and overallcustomer service skills.
2007-Present DAIRYLAND DEPOT FREEDOM, WIATTENDANT
-Responsibilities: Manage and work with monetary exchanges, balance the register to makesure it matches the expected print-out, maintain a clean work environment, direct customers toneeded items, train new employees-Work allowed for development of customer service skills as well as a profound increase incommunication skills.
2006-2007 TARGET APPLETON, WIREGISTER ATTENDANT
-Responsibilities: Assisted guests in purchasing items, aided with closing duties, helped preventbackup of guests, worked closely with other coworkers, worked with money and change.
APPLICABLE SKILLS, ACHIEVEMENTS AND VOLUNTEER EXPERIENCE
Skills Proficient in 2007 Microsoft Word, Excel, PowerPoint and Word Perfect.Working knowledge of QuickBooks and Microsoft Access
2009-Present MASTARY: MADISON AFTER-SCHOOL TUTORING AND RECREATION FOR YOUTH MADISON, WIFINANCE COMMITTEE CHAIR
-Responsibilities: Volunteer with a new after-school program to help underprivileged youth.Brainstorm fund raising opportunities for the student organization, to allocatefunds and make sure they are spent wisely. If the program receives funding from theUniversity of WI – Letters & Sciences Honors Program, I will be responsible to distributethose funds based on the goals of the program. All responsibilities will be handled remotelyfrom Oshkosh and Freedom, with sporadic visits to Madison to help facilitate meetings.
2008-Present BAY AREA HUMANE SOCIETY GREEN BAY, WIANIMAL CARE VOLUNTEER (SUMMERS AND SOME FALL/SPRING TIME)-Responsibilities: Walk dogs, clean facilities, work with people interested in adopting
2008 RED CROSS GREEN BAY, WIBLOOD DRIVE VOLUNTEER
-Responsibilities: Assist donors with paper work, direct them to donating locations2005 OPERATION FREEDOM HURRICANE SUPPORT LAKESHORE, MS
Aided in clean-up efforts after Hurricane Katrina. Received a Certificate of Commendation.Traveled, by bus, to Lakeshore for nearly two weeks through a cleaning and reconstruction program.