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Financial advisor resume example

Fredrick peter
56778, pacific coast highway, Malibu Tell. 7675899 [email protected].

Objective
I am seeking to achieve a challenging as well as rewarding position as a financial advisor with a known a big international investment organization.


Summary
I am thorough with technical as well as practical aspects of both international and national objectives of finance. I am honest and I have a good attitude with business skills of communication.

Experience
Financial advisor, Hoover consultants, Malibu, 2003 till to date
I handled a portfolio that is six-figured representing 25% growth in six years period. I do supervise as well as monitor the online accounts. I also research as well as examine the profiles and group them. I have categorized some startups that yield good returns. Present the company is financial services conduct in client’s reviews. I assist the clients to make sound and informed decisions. I negotiate with the suppliers of products to get the best rates. I also review the accounts often to make sure they comply with internal as well as external policies, rules, regulations in addition to stipulated guidelines. I create as well as implement plan and strategies that are designed to assist clients pursue the long-term objectives.

Investment analyst, L.T.D associates, 1997-2003, Palo Alto.
I had the following responsibilities; Offering analysis on investment for many clients and some of the investments were more than five million dollars. I also reviewed as well as evaluated the economic treads in addition I selected and monitored the investments in automotives, banks, and bonds as well as in biotech. I devised as well as executed the business strategies to attract more clients into the company.

Education
Masters degree in accounting, California University, 2000 Bachelors’ degree accounting, Oregon University 1996,

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