FELIX K.

DANKYI
7338 Brockton Road, 2nd Floor • Philadelphia, PA 19151 • (215) 869.0679 ▪ felixk.dankyi
o.com
QUALIFICATIONS SUMMARY

Self-directed, emerging financial professional equipped with advanced degree in

finance and accounting, critical thinking facilities, and outstanding problem-so
lving and communication talents to excel as Finance or Account Associate.
â–º Financial Analysis & Solutions: Trained and knowledgeable in financial research
and analysis methodologies, with demonstrated capacity for evaluating and advisi
ng on investment opportunities. Skilled in researching and formulating financial
models to generate solutions.
â–º Management & Organization: Strong leadership capacities, exercised in devising f
inancial strategies and directing daily operational and administrative functions
to resolve challenges and support achievement of objectives. Reorganized system
s and procedures for improved controls.
â–º Communication & Presentation: Skilled at networking and relationship building, e
stablishing and maintaining client trust and confidence while connecting and col
laborating with professional resources to facilitate profitable outcomes. Experi
enced in preparing and delivering presentations.
â–º Key Strengths: Analytical and diligent; with strong attention to detail and dedi
cation to quality client service. Eager to learn and grow into new areas of resp
onsibility. Computer proficiencies include Microsoft Office Suite (Word, Excel,
Access, PowerPoint, and Outlook).
EDUCATIONAL BACKGROUND

Master of Science in Finance with minor in Accounting, 1/2010

TEMPLE UNIVERSITY, FOX SCHOOL OF BUSINESS, Philadelphia, PA
Fox Finance MS Community ~ Student Leadership Challenge
Bachelor of Science in Mathematics, 6/2003
KWAME NKRUMAH UNIVERSITY OF SCIENCE AND TECHNOLOGY, Kumasi, Ghana
Student Representative Council – Financial Secretary, 2002
Leadership, Experience, and Opportunity (LEO) Club
Licensure
State of Pennsylvania - Resident Producer: Life and Fixed Annuities, Accident, a
nd Health, 4/2009
Professional Associations
National Association of Insurance and Financial Advisors – Member, 1/2010
National Black MBA Association – Member, 10/2008
PROFESSIONAL EXPERIENCE

NEW YORK LIFE INSURANCE COMPANY, Horsham, PA

Insurance Agent (12/2009 – Present)
Support clients in becoming financially secure by developing sound personal, bus
iness, and estate financial plans. Devise marketing strategies to Identify and d
evelop leads and generate referrals and conduct cold calling to attract prospect
s. Cultivate new and expand on existing relationships, establishing trust and bu
ilding confidence. Consult with clients to analyze needs and formulate financial
goals. Prepare plans that maximize savings and returns, while minimizing taxes
and risks. Explain features and advantages of insurance products to promote best
investment solutions. Maintain client records and process renewals.
 Grew new business from leads generated through organization and execution of ch
ild ID event at Trenton Thunder baseball games and local churches.
TEMPLE UNIVERSITY, Philadelphia, PA
Student ~ Finance (1/2008 – 1/2010)
Deepened knowledge and understanding of finance and accounting through advanced
study of financial and economic theory, financial management, and accounting. Co
ursework included corporate and public finance, investments, financial analysis
and strategy development, cost accounting, risk management, banking and financia
l institutions, advanced financial accounting and international finance. Researc
hed and evaluated business and financial operations and activities of multiple b
usiness entities and prepared reports and presentations based on detailed financ
ial analysis. Collaborated and interacted with peers and faculty on group projec
ts.
 Conducted in depth analyses on the sensitivity of bank holding companies on fore
ign exchange and interest rates; and utilized capital asset pricing model (CAPM)
to estimate the cost of capital for Pepsi and Coca Cola.
 Studied acquisition strategies used by Radio-one to gain a competitive industry
advantage with an enterprise value to free-cash-flow valuation method.
 Prepared accounting analysis and business report that reviewed and assessed Gene
ral Motors’ pension plans and policies and how they impacted their bankruptcy.
COMMERCE BANK, Philadelphia, PA

Summer Intern - Finance ( 6/2008 – 9/2008 )

Performed financial and operational analysis to support strategic plans and ope
rational budgets.
Analyzed financial information obtained from clients and determined strategies f
or meeting clients’ goals.
Evaluated data, prepared forecasts, analyzed trends in sales and general busines
s conditions.
Explained and documented for clients the types of services we provided and the r
esponsibilities to be taken by the financial advisor
WHITPAIN TAVERN, Blue Bell, PA
Operations Manager (1/2006 – 12/2009) (Concurrent with Education)
Directed and guided day-to-day service and operations for high-volume restaurant
to ensure delivery of consistent excellence in guest experience. Developed budg
ets and implemented controls to meet targeted goals. Established and improved op
erational procedures for controlling inventory, including verification of incomi
ng and outgoing shipments, and handling and disposition of supplies.
 Increased revenue by 9% and decreased costs by 5%.through design of a new busine
ss model and strategy.
~ Additional experience as Budget and Operations Officer for Barclays Bank in Gh
ana ~