Marc Bettinger
Financial Services Representative @Primerica
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WORK HISTORY
Financial Services Representative @Primerica
Boca Raton, FL, US
Responsibilities encompass distributing the company\'s financial products, including term life insurance, underwritten by Primerica Life Insurance Company; mutual funds and annuities through PFS Investments, a SEC-registered broker-dealer investment adviser affiliate; as well as other financial products, which are distributed primarily on behalf of third parties to reach underserved middle-income consumers.
EDUCATION
University at Albany
Bachelor of Arts (BA), Economics
Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
SKILLS
ABOUT MARC BETTINGER
A senior financial analyst who provides research analysis, cogent conclusions, and go-forward recommendations. A resourceful problem solver, offering critical thinking and strong communication skills. Able to build the confidence of stakeholders with thoroughness and consistency and valued for the ability to provide peace of mind, as it relates to the decision-making process. Can contribute to any organization by-Communicating analysis of complex issues via a range of written products and presentations-Conducting in-depth fundamental financial due diligence and analysis on new business development opportunities, investments and acquisitions-Utilizing analytical skills to educate clients and companies to risk/rewards of decisions, and earning trust that the recommendations made can be relied onAREAS OF EXPERTISEClient Service | Relationship Management | Financial Modeling | Investment/Growth Strategies | Equity Research Analysis Asset Allocation | Critical Thinking | Presentations | Cash-Flow Analysis | Qualitative Research | Trend Analysis | Risk Management | Forecasting | Risk-Reward Analysis | Cost/Benefit | Securities | Insurance | Financial PlanningEmail: m••••••••@gmail.com PH: 95••••••76TECHNOLOGY TOOLBOX: Microsoft Office Suite: Word, Excel, PowerPoint, ZoomAPPLICABLE PROFESSIONAL SKILLS: Analysis, Capital Markets, Financial Analysis, Financial Planning, Forecasting, Insurance, Research, Sales Support, Regulatory Compliance, Investment Strategies, Corporate Finance, Strategic Planning, Writing, Retail, Finance, Cash Management, Equity Research, Business Development, Quantitative, Financial Modeling, Asset Allocation, Risk Management, Cash Flow Forecasting, Financial Services, Profit and Loss, Valuation, Business Strategy, Strategy, Sales, Market Risk, Education, Publishing, Report Writing, Asset Management, Due Diligence, Securities, Taxes, Qualitative Analysis, Life Insurance, Disability Insurance, Annuities, Long-term Care Insurance, Spreadsheets, Market Psychology, Research ProjectsAPPLICABLE LEADERSHIP SKILLS: Communications, Ethics & Integrity, Interpersonal Communication, Leadership, Leadership Development, Assess, Accurate, Competitive, Competitive Intelligence, Committed, Problem Solving Solutions, Collaboration, Consistent, Thorough, Critical Thinking, Educating Clients, Team Member, Collegial, Excellent Verbal Communication Skills
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