Professional Resume

Professional Resume

Diana Greshtchuk

Objective: To provide fee-based financial services to individuals and businesses while pursuing life goals of continuous education, perpetual improvement, and skill acquisition and development.

Education: California State University, Chico Current GPA: 3.7

Bachelor of Science in Business Administration:

- Double Option: Finance & Accounting, May 2004

- Minor: Geological Sciences

Computer Literacy: PC and Apple computers; proficient in Microsoft Word, Access, Excel, Outlook, PowerPoint, Internet, Publisher, FrontPage, SAP R/3, Sage Business Works, Retail Pro 7, Quicken, QuickBooks, HTML programming language and web design

Summary of Qualifications:

· Experienced in fast-paced office environments

· Possesses exceptional talent of learning quickly

· Ability to meet deadlines and work under pressure

· Self-motivated & hard working

· Committed to company success with positive attitude

· Reliable, flexible, result oriented, and dedicated

· Strong communication and people skills while contributing to team objectives

Qualifying Examinations:

· Passed Series 65 Uniform Investment Advisor Law Exam, November 2002

Work Experience:

Owner / Operator

Diana Greshtchuk Financial Services Chico, CA 7/03 – Present

· Responsible for client service in bookkeeping, accounting, payroll, and various other business services. Managed marketing, operations, accounts payable and receivable. Established company policies to enhance customer's experience through referral programs, extended business hours, and active money management.

Student Intern - Pre-MBA Study of Financial Services / Portfolio Management Trainee

New Pacific Advisors Chico, CA 6/01 – Present

· Generated bi-monthly stock, mutual fund, and bond data sheets while researching daily exchange and index information. Audited client contract files to ensure legitimacy and completeness. Researched data models and financial tools to find computer programs to assess client risk levels, optimize portfolios, and manage assets. Actively participated in educational financial seminars held on site. Dutifully performed general office duties including filing, phones, and miscellaneous tasks. Trained and supervised 6 interns total with as many as 4 interns at one time throughout entire term with this company.

Assistant Tax Accountant / Office Manager

Wendy Coggins & Associates, Inc. Chico, CA 1/02 – 7/03

· Created client database to maximize efficiency and effectiveness within the organization. Screened and addressed client calls concerning tax, investment, small business, and consulting issues. Increased knowledge of tax laws, necessary paperwork and tax return generation. Developed multiple client business plans required for SBA loan processing. Researched business processes pertaining to new business development. Provided detailed financial analysis for preferred clients in addition to tax advice sought. Managed individual and corporate client accounts, performing daily A/R, A/P, bookkeeping, payroll, tax and reporting functions, and filing ongoing paperwork. Supervised 4 employees and 3 interns.

Website Administrator / Peer Advisor

Association Global View Chico, CA 8/01 – 12/01

· Launched peer advising and tutoring program for students. Trained and supervised 1 employee and delegated various tasks. Coordinated guest appearances and speakers from Morgan Stanley, Northwestern Mutual Financial Network, and Waddell & Reed to enhance prospective career paths. Enthusiastically maintained i-class intranet website and managed grades for 2 finance courses.

Administrative Assistant / Inside Sales Team Member

BridgeStreet Accommodations Sunnyvale, CA 6/00 - 8/00

· Provided timely and helpful customer service. Generated daily availability sheets for 190 Silicon Valley apartment units. Restructured apartment information sheets and sold apartment leases with a 50%+ profit. Initiated maximized rate usage for overall profit growth that resulted in $1 million in excess of budgeted sales for 3^rd quarter reports.

Sales Associate / Class Instructor

Memories & More San Jose, CA 4/98 – 6/00

· Researched current market competition and adjusted sales methods accordingly. Engineered a highly efficient inventory ordering system while managing vendor orders and maintaining records. Surpassed monthly and yearly sales goals for store. Utilized successful method of class instruction and set precedent for teaching program. Developed an excellent rapport with customers, management, and staff. Obediently assisted management with physical inventory counts after hours.

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Activities/Honors:

Women’s Center for Financial Information

Founding Executive Director CSU, Chico 1/02 – Present

Golden Key International Honour Society

Treasurer Chico State Chapter 4/01 – Present

Finance Association

Investment Team Member Chico State Chapter 8/01 – Present

Phi Kappa Phi Honor Society

Lifetime Member Chico State Chapter 12/01 – Present

Beta Gamma Sigma (Business Fraternity)

Lifetime Member Chico State Chapter 1/02 – Present

International Order of Job’s Daughters

Past Honored Queen Bethel No. 129, San Jose 10/92 – 8/01

Dean’s List (College of Business)

Member CSU, Chico 1/00 – Present

College of Business Scholarship

Recipient CSU, Chico 8/99