Investment Representative Resume

Marco Calvert

319 Roosevelt Wilson Lane

Colton CA 92324

(555)-555-5555

[email]

Job Objective Searching for the opportunity to work as an Investment Representative with growing company in which my abilities will be an asset to company.

Highlights of Qualifications:

• Remarkable experience in the financial industry
• Profound knowledge of brokerage accounts, products and services
• Wide knowledge of general finance concepts
• Thorough knowledge of investment and insurance products
• Ability to manage confidential information
• Ability to build relationships and retain clients
• Superior computer skills and the capability to type 30 WPM
• Sound communication and sales skills

Professional Experience:

Investment Representative

Zions Direct, Colton CA

November 2006 – Present

• Build fresh clientele base and marketed various financial products.
• Extended sound advices to investment personnel and portfolio managers.
• Aided in the advancement of short- and long-term trading strategies.
• Guided customers with investments.

Investment Representative

Johnson Financial Group, Colton CA

February 2001 – October 2006

• Administered client instructions.
• Imparted information on market activity, company products and customer account data.
• Offered apt solutions according to customer needs.

Education

Bachelor’s Degree In Finance

Western Oregon University, Monmouth, OR

Investment Representative Resume

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