Frank Kao

  

Biography:

Security Clearance: Top Secret Clearance

Military Experience: 4.2 years

Work Experience: 8.3 years

Work Experience:

Summary: A financial professional who is a self-starter and capable of effectively functioning with minimum supervision. I am known for taking initiative and skilled at meeting challenges and deadlines. A team player who is attentive to detail and produces quality results. I am also computer proficient.

Work history:

  • Job Title: Insurance Agent

    Company: MassMutual

    Period: February 2016 - January 2017

    Role Description:

     Completed the initial training of processing life insurance paperwork. 

  • Job Title: Insurance Agent

    Company: Sold life insurance to new and

    Period: July 2015 - January 2016

    Role Description:

    clients. * Compiled lists of prospective clients to provide leads for additional business. * Contacted prospective clients and explained features and merits of policies offered. * Recommended amount and type of coverage based on analysis of prospect's circumstances and utilized persuasive sales techniques.

  • Job Title: Financial Associate

    Company: Advanced Wealth Solutions Group

    Period: August 2012 - June 2015

    Role Description:
    * Determined customers' financial service needs and prepared proposals to sell services. * Reviewed business trends and advised customers regarding expected fluctuations. * Prepared forms and agreement to complete sales. * Sold financial services to customers of 40 different financial institutions.

  • Job Title: Amy Shen CPA Firm

    Company: Aflac

    Period: February 2012 - April 2012

    Role Description:
    Accounting Clerk * Performed calculating, posting and verifying duties to obtain financial data for use in maintaining accounting records. * Compiled and sorted documents, such as invoices and checks, substantiating business transactions. * Verified details of business transactions, such as funds received and disbursed, and totaled accounts, using calculator and computer. * Reconciled bank statements.

  • Job Title: Specialist (Indirect Fire Infantryman)

    Company: 408th Human Resource Company

    Period: January 2003 - November 2006

    Role Description:
    10th Mountain Division * Operated and maintained communications equipment and operated in a radio net. * Defended our country in peacetime, and captured and repelled enemy ground forces during combat.

Education:

  • Queens College

    Bachelor's Degree – Accounting

    Period: January 2009 - December 2011

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