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Resume for investment Banking

Banking Investment / October 27, 2018

More than 7 years of investment management experience with award-winning results.

Well-developed relationship management expertise that complements account acquisition skills.

Broad knowledge of numerous financial instruments and complex investment scenarios.

Areas of Key Emphasis
  • Portfolio Management
  • Mutual & Hedge Funds
  • Client Relations
  • Private & Institution Accounts
  • High-Impact Presentations
  • Team Leadership
  • Negotiation & Closing
  • Regulatory Compliance
  • Exceeding Revenue Goals

Signature Achievements

Shattered performance expectations, including adding $12.7M in assets in one year.

Attained national renown for outstanding performance on highly traded mutual funds.

Recognized among the top 200 advisors worldwide.

Professional Experience

Investment Officer - 11/2010 – Present
Heritage Trust, Chicago, Illinois

Lead team in investment product sales; oversee relationship-banking team with a tireless focus on increasing revenue and maximizing profitability. Consult with clients to assess financial situations and goals; develop targeted investment strategies.

Key Accomplishments:

  • Consistently maintained 100% or better of established production goals.
  • Successfully attained 127% of 2011’s $10M objective through outstanding relationship management.
  • Earned multiple national awards for outstanding acumen and above-the-bar production with Kieheen Capital and Persephone mutual funds in 2013 and 2014.
  • Received Alliance Capital Advisory Award for ranking among the top 200 advisers worldwide for new business development.

Investment Associate - 7/2008 – 11/2010
Edward Jones, Portland, Oregon

Assisted Outside Sales Representatives throughout the investment sales process. Coordinated transactions with top brokerage houses.

  • Supported continual revenue growth by planning and executing client-focused sales events.
  • Assisted sales team with securing and growing major institutional account that added millions of dollars to total assets under management.

Education and Credentials

Bachelor of Business Administration (MBA) – 2008 | Oregon State University, Portland, Oregon