Investment Representative Resume Example

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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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Investment Representative Resume

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  • March 1, 2022Create Date
  • March 1, 2022Last Updated