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Sample Financial Resume

A financial advisor advises businesses, governments and investors on investment of their funds after analyzing their needs and resources. They provide other services like advice about retirement plans, real estate investment, and pooling - investing funds on behalf of clients when employed by a mutual fund. A degree in financial accounting and financial advisor license are the minimum technical requirements. An MBA / CPA is valued and so is a proven track record in providing correct and objective advice, integrity, and record keeping. The candidate in the given resume is an MBA Finance with wide experience in financial advising.

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Mickey Rowlings
1001 East Sunrise Dr.,
Tucson, AZ 85718
Telephone No: 520-209-1023
Email id: mike_rowlings@gmail.com

OBJECTIVE :

Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.

CREDENTIALS :
CFP, 199
NASD 6 And 7
NASD 63

EXPERIENCE :
Financial Advisor, 1995 - Present
L.T.D. Consultants, Tuscon, AZ

Managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of seven years. Conducted company research and analyzed profiles, identifying a number of startups that have yielded significant returns. Monitored account activity online.

Investment Analyst, 1989 - 1994
Hoover Associates, Portland, OR

Prepared investment analyses for clients, including several with more than $500M in total assets under management. Communicated with sell-side analysts and company management. Assessed economic trends. Selected and monitored investments in bonds, banks, automotives, and biotech.

EDUCATION :
University of Oregon, Eugene, OR
M.B.A., Finance, June 1994

University of Texas, Austin, TX
B.S., Accounting, June 1988

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