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Any Smith
989 Main Street,
563744, Atlanta, Georgia,
Home No : (555) 6543,
Cell No : (555) 0987.
Career Objective :
Seeking a position as a financial/investment advisor with a top investment company, focusing in management of big corporate assets.
Credentials :
- NASD 6&7
- CFP, 199
- NASD 63
Work History :
1995 to Present : Financial Advisor
L&D. Consultants, Tuscon, Arizona
Responsibilities Includes :
- Handled 6-figure spread portfolio which has encountered minimum 20 percent annual increase for over 7 years.
- Carried out company investigated and evaluated profiles, recognizing several startups that have produced considerable returns.
- Supervised account action online.
1989 - 1994 : Investment Analyst
Hoover Co., Portland, Oregon
Responsibilities Includes :
- Organized investment examines for each client, including many with over $500 million in full assets under organization.
- Communed with analysts (sell-side) and management of company.
- Reviewed economic trends. Chosen and observed investments in banks, bonds, auto, and biotech.
Education Details :
Oregon University, Eugene
M.B.A in Finance, 1994
Texas University, Austin
Bachelor of Science in Accounting, 1988
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