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Bryant Vaughan
8765 Cornerstone Drive,
Austin, Texas 55000,
Home No : 214-111-5555
Cell No : 214-111-5556.
Career Objective :
Looking for an opportunity to produce and continue advantageous relationships with the clients while expanding investment approaches designed to attain their financial targets.
Education Details :
B.S. in Finance
Texas University, Austin, Texas, 1996
Work History :
Financial Planner (Mar 2003 to present)
Tempest and Associates - Irving, Texas
- Devised and executed business development policies to draw and get new clients.
- Performed in detail evaluations of clients' financial conditions and future objectives.
- Helped clients in building knowledgeable decisions.
- Communicated difficult information to each client to craft them alert of their decisions and assist them judge the relative advantages of several plans.
- Developed investment policies to meet short-term and long-term financial goals.
Financial Advisor (Oct 1997 to Mar 2003)
Carrington Financial Co., Dallas, Texas
- Examined information and ready plans finest suitable to clients' needs.
- Negotiated with product dealers for best feasible rates.
- Offered clients with info on fresh and current products and its services.
- Created and preserved best relationships with all clients, assisting them to follow their growth over time.
Certifications:
Financial Planner Certification, 1996
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