Financial Associate Sample Resume Format in Word Free Download -->

Financial Associate Sample Resume Format in Word Free Download

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Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
Leo Albama
22 Judith Lane Milford, ST 15102 – 725-551-5574
Albama1252@rediffmail.com
________________________________________________________________________

OBJECTIVE
I am eager to continue to apply my hard-earned expertise in the fields of economics, finance, and investments.  I am seeking a rewarding, long-term position that furthers my professional development and utilizes my analytical and investment management skills and qualifications.
________________________________________________________________________

CURRENT POSITION
Webster Investments Financial Associate New Britain, CT         
November 2011 – Current
-Built, managed, and performed ongoing analysis on investment portfolios for clients and prospective clients.
-Conducted successful marketing campaigns with focused initiatives.
-Coached and motivated branch staff at three offices to drive investment sales and referrals.
-Used excel modeling and programming to organize data and manage campaigns.
________________________________________________________________________

EDUCATION
Bachelor of Arts in Economics, August 2011
University of Connecticut, Storrs, CT
_______________________________________________________________________

LICENSES
-Series 7 General Securities Representative License.
-Series 63 Uniform Securities Registration.
-Life, Accident, and Health Insurance Certifications.
________________________________________________________________________

COMPUTER SKILLS
-Proficiency and working experience with Microsoft Office Suite with undergraduate concentration on Excel programming.
________________________________________________________________________

RELATED EXPERIENCE
Webster Investments Intern New Britain, CT               
June 2009 – October 2011
-Marketed rigorously for a Financial Advisor.
-Coached and motivated branch staff at three offices to drive investment sales and referrals.
-Analyzed product mixes with FC to determine best routes to take in portfolio construction.

Brampton Technology LTD. Part-Time Associate Newington, CT                              
June 2007- September 2008
-Managed and accounted for inventories of supplies on hand for manufacturing.
-Bottled grip solvents, labeled products, prepared goods for shipping, shipped goods.


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