Summary of Qualifications:
Strong achieved encounter of financial commitment control and financial planning
Good understanding of economic concepts and practices
Good information of organization's operating framework, guidelines, purpose, techniques, and conformity guidelines
Ability to arrange and manage several projects and assignments
Passion to grow present financial knowledge
Proven capability to develop connection and company partnering
Ability to maintain effective operating connections with staff and others
Excellent interaction and social skills
Strong authority, control and inspirational skills
Work Experience:
Trainee Economical Consultant, 2006 - Present
Bank Of America, Covelo, CA
Identified performance obstacles and developed look of the company.
Assessed client needs, referred and provides solutions.
Recommended financial commitment products and services to clients.
Overseen recommendation activities and followed up with the client.
Planned and handled resources to run an effective practice.
Established and handled in connection with the control team and honored recommendations and guidelines.
Trainee Economical Consultant, May 2000 – This summer 2005
Raymond Wayne, Covelo, CA
Evaluated clients in terms of economic needs, present holdings, and available financial commitment capitalinvestment capital and assisted them recognize their financial commitment goals.
Advised clients on investment strategies and created appropriate suggestions.
Managed client accounts and handled records.
Explained various investment strategies market techniques and key factors.
Obtained and confirmed client's purchase and sale guidelines, and followed up on finishing dealings.
Oversaw client's profile and created appropriate suggestions.
Education:
Bachelor's Degree in Finance, Midland College, Midland, TX
