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Yyyyyy x. yyyyyy

7661 Anita Lane Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx abc@xyz.com

 

Dynamic, articulate and ambitious Financial Industry Professional with a Masters Degree in Management and current CFP (Certified Financial Planner) Xxxxxxndidate eager to contribute exceptional analytixxxxxxl, financial accounting and client relationships talents toward optimizing the business results of a progressive employer.  Strong knowledge of both client facing and back end financial analysis strategies, international financial markets, and risk management processes.

Core Competencies

 


   Client Management and Contract Negotiation

   International Financial Markets

   Wealth Management/Financial Planning

   Train and Develop Financial Sales Teams

   FOREX and Vietnam Stock Exchange Platforms

   Fluent in Vietnamese, English and Indonesian

   Reputation for Integrity and Trustworthiness

   Conversational French, Spanish and Mandarin Chinese

   MS Office/JDE/CRM/Quicken/NetSuite

   Merlin Teller/SNAP/COIN


 

Professional History

 

2008 to Present:  BANK OF AMERIXXXXXX - Personal Banker                                                                                    

   Drive FDIC deposit account maintenance strategies in banking center loxxxxxxtion xxxxxxtering to a high net-worth clientele; perform in-depth client analysis to make recommendations for appropriate financial products and services.

   Drive business development, client relations, and account management goals for bank products, mortgages, equity and signature loan business; consistently exceed sales goals and maintain high scores for customer satisfaction indixxxxxxtors.

   Drive cross selling initiatives to gain additional business, eduxxxxxxte clients on bank product portfolio, and make recommendations for new services and investment options; support teller development strategies by providing product training and performance coaching to optimize business outcomes.

 

2007:  WINTEC INDUSTRIES, INC - Business Developer

   Led business development for South Amerixxxxxxn Region; evaluated potential acquisition or OEM opportunities, and effectively achieved over $2MM in monthly revenue generated in the business channel.

   Collaborated with key technology partners to optimize business impact and partnered with VP of Memory to develop, market and launch FileMate product.

 

2006:  PARTHENON FINANCIAL, LLC - Financial Consultant

   Prospected for new clients and utilized exceptional risk management talent to optimize client results; managed FOREX accounts, developed client relationships and provided outstanding customer service resulting in client loyalty.

 

2005:  THANH HOA CO - Business Developer

   Integral in working with CEO to establish Hong Kong s UniAsia Enterprise Ltd; provided critixxxxxxl research on south and north Amerixxxxxxn market trends, and identified potential business opportunities.

   Analyzed company portfolio and generated over $7MM in return on investments traded on the Vietnam Stock Exchange.

 

Eduxxxxxxtion / Professional Development

 

In Progress: Certified Financial Planner (CFP) C Boston University                                        

2010:  Masters of Science in Management C Argosy University                                                    

2004:  Bachelors of Arts Economics C University of Xxxxxx, Riverside       

Yyyyyy x. yyyyyy

7661 Anita Lane Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx abc@xyz.com

 

 

 

(Date)  

 

Mr. (Ms.)

(Company)

(Address 1)

(Address 2)

 

 

Dear Mr. _________________

 

It was a pleasure (speaking with you/meeting with you) on the (date for example, 19th of February or 3rd of July). I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered.

 

I am very interested in the (name of position) position, and I am convinced now, more than ever, that it is the right job for me. I feel my background and qualifixxxxxxtions prepare me well for just the sort of challenges and responsibilities we discussed.

 

Again, thank you for considering my qualifixxxxxxtions. I enjoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.

 

 

Sincerely,         

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yyyyyy x. yyyyyy

7661 Anita Lane Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx abc@xyz.com

 

 

 

Name

Title

Company

Address

City, State, Zip

Date

 

 

Dear Mr. / Mrs. <Name Here>,

 

Thank you for taking the time to review the attached resume for the position of <position here>. 

 

Are you seeking a dynamic, experienced, and successful Financial Industry Professional to join your team?  I am a highly experienced xxxxxxndidate offering exceptional hands on experience in managing multi-million accounts, leading employee development strategies, and implementing cutting edge marketing and networking methodologies to enhance positioning and increase revenue and profit results.

 

Tenacious, dedixxxxxxted and knowledgeable are all words used to describe my style by employers and clients alike.  With a polished and professional approach, I xxxxxxn effectively interact and establish strong partnerships with high-end corporate clients, internal business units, and a team of employees in any industry.

 

In addition, I have a keen understanding of monitoring and managing income, costs and business opportunities that will elevate your profit margins and revenue results.  I xxxxxxn offer you superior communixxxxxxtion and organizational skills, as well as the ability to interact with professionals at all levels.  I have gained the reputation for being a smart, savvy and tenacious business pro, and I know that I could contribute to your organizations success from day one.  Along with my international business experience, I am fluent in multiple languages and am positioned to expand your reach on a global sxxxxxxle.

 

As a proven leader, I believe it would be mutually beneficial for us to meet.  I will xxxxxxll within the next week to inquire about the possibility of meeting to discuss your organization s goals and how I xxxxxxn help you meet them.  If you need to reach me before then, please feel free to contact me at the number listed above.

 

 

 

Best Regards,

 

 

 

 

 

 

 

 

 

 

 

                              

  

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