Investment Representative Resume Example
Here is the Investment Representative Resume example:
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
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- March 1, 2022Create Date
- March 1, 2022Last Updated