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yyyyyy x. yyyyyy                                         

0000 xxxxxx xxxx , xxxx , xxxxx 00000

abc@xyz.com

(xxx-xxx-xxxx

 

career objective

results-driven financial services executive eager to contribute demonstrated leadership, business development, and relationship management skills toward actively supporting the employer in optimizing profitability

profile

ø  offer more than 10 years of progressive financial services experience with expertise in financial planning and asset management, team leadership, and client relations

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention, gathering assets, and expanding market share; work closely with existing and prospective clients to provide personalized recommendations

ø  strategically plan and coordinate workflow and human resources for optimal coverage while containing labor costs

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

professional experience

hsbc, buffalo, ny                                                                                                                                      2006 c 2010

vp financial planning / premier relationship manager

  • supervised personnel and oversaw operations at four branch locations; expertly trained licensed professionals in consultative sales, relationship management, and networking
  • worked closely with a diverse range of high net worth clients to provide comprehensive financial planning assistance by identifying and addressing customers unique goals and needs
  • managed four branch audits with zero issues over two-year period
  • consistently ranked in top 10 in the upstate division for premier relationship management and as a $300k producer in small town territories

 

m&t securities, insert location                                                                                                                                2006

senior brokerage financial consultant

  • applied depth of financial services knowledge towards providing consultants with insight research and strategies for business
  • accurately and efficiently executed equity, mutual fund, fixed income, and option trades on behalf of clients

 

fidelity investments                                                                                                                                     2002 c 2006

relationship officer portfolio advisory services, manchester, ny (2004 c 2006)

  • in recognition of outstanding performance, promoted to position responsible for serving as liaison for clients and the investment management team
  • cultivated lasting relationships with clients by offering knowledgeable perspectives on market conditions and effective techniques for diversifying investments to manage risk and preserve capital

internal wholesaler advisor dist. group, smithfield, ri (2002 c 2004)

  • collaborated with external sales force and strategic business partners to produce highly successful plan for the territory; traveled extensively to special events, including client appreciation activities and educational seminars
  • maintained top 10 national stack ranking for metrics throughout tenure and recognized as a top producer for the east coast with more than $200m

 

salomon smith barney, buffalo, ny                                                                                                             2000 c 2002

financial consultant

  • developed customized investment plans for business and high net worth clients; generated more than $5m in new business and offered partnership within first nine months

education

brown university, providence, ri                                                                                                                             1999

bachelor of arts in psychology

 

~ professional credentials ~

series 7 c series 63 ~ series 66 ~ series 24 ~ accident, life, and health insurance license

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