Financial Representative Resume

David Coburn

8 Hummingbird Way

Boston MA 2110



Job Objective To secure a position as Financial Representative with established firm in which I can continue to grow and excel in this field for the good of the company.

Highlights of Qualifications:

  • Extensive experience working in financial services industry
  • Wide knowledge of bank policies and regulations
  • Ability to meet and exceed sales quotas on a regular basis
  • Ability to handle sensitive information and maintain confidentiality
  • Ability to help others manage and achieve financial security

Professional Experience:

Financial Representative

Fidelity Investments, Boston MA

November 2006 – Present

  • Suggested appropriate financial recommendations and ensured financial security for clients.
  • Acted as an advocate for clients and nurtured long lasting client relationships.
  • Expanded business practice.

Financial Representative

Mayo Clinic, Boston MA

February 2001 – October 2006

  • Protected clients financially.
  • Aided clients to achieve financial and retirement goals.
  • Formulated strategies so that client’s legacy lives on beyond their lifetime.
  • Nurtured relationships to generate fresh business.


Bachelor’s Degree In Finance

Virginia Commonwealth University, Richmond, VA

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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