milan patel

surety underwriter

About

I am a driven and motivated professional committed to meeting organizational goals, and achieving business success. My passion for finance is rooted within the desire to help individuals and firms achieve their financial goals through strategic planning and innovative problem-solving, thorough analysis and in-depth projections. Having strong attention to detail and the ability to effectively communicate is vital in today’s business environment. I am especially interested in financial analysis and risk management positions.

Country

united states

City

loveland

Industry

insurance

Skill

financial analysis, account reconciliation, data analysis, operational excellence, accounts receivable, product marketing, microsoft excel, microsoft powerpoint, microsoft office, time management, leadership, independent thinking, accounts payable and receivable, skilled multi tasker, communication

Experience

manager

riversbend wine & spirits

2016-12 - 2018-2 · 1 yr 3 mos

* Generated daily and monthly reports of store activity to present to ownership, and state of Ohio liquor representatives * Communicated with wholesale customers and vendors to manage inventory levels * Coordinated wine/beer tasting events with local breweries and customers to market the store while introducing new products * Trained employees to fulfill wholesale orders, and approve vendor deliveries * Created a social media presence for the store to promote events and showcase specials taking place