Philip Otieno

Bis 2001, Financial Planning Assistant, National Planning Corporation (Sanders,Smith,Miller Inc.)
kuenzell, Germany

Fähigkeiten und Kenntnisse

communication skills
humor
organization skills
working independently
financial planning
Finanzberater
software skills
Word
Excel
Powerpoint
troubleshooting
writing for magazines.

Werdegang

Berufserfahrung von Philip Otieno

  • Current 20 years and 6 months, since Dec 2005

    Consultant

    Sears Holding Company

    .Processing internet,phone orders and coordinating deliveries .Coordinating daily activities within sales department and training line staff .Provide company services to institutions,organizations and businesses

  • 9 years and 4 months, Jul 1996 - Oct 2005

    Resident Counselor

    New York Foundling Hospital (St. Agathas Home)

    .Counselor for people with disabilties, training and coaching on life skills .Training new hires on working with population with disabilties. .Prepared paper work for court and human rights hearings for people with disabilities.

  • 1 year, Aug 2000 - Jul 2001

    Financial Planning Assistant

    National Planning Corporation (Sanders,Smith,Miller Inc.)

    .Maintaining financial records and updating acounts .Preparing mails and prospects to prospective customers .Evaluating clients accounts portfolios based on investiment objectives .Prepare power point presentations for annual presentations

Ausbildung von Philip Otieno

  • 3 years and 1 month, May 2001 - May 2004

    banking and finance

    Mercy College

    accounting, finance, banking, sales, marketing

  • 1 year and 9 months, Sep 1999 - May 2001

    Finance

    Mercy College

    accounting, finance, marketing, sales, customer services.

  • 1 year and 9 months, Sep 1997 - May 1999

    Marketing

    Rockland Community College

    Sales, Marketing, Finance

Sprachen

  • English

    C1 (Fließend)

  • Swahili

  • Luo

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