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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
Financial Consultant ~ Broker
Have consistently achieved or surpassed performance goals
throughout progressive career in Financial/Investment Services market
Professional Profile
Ø NASD Series 7, 6, 63 Securities License
Ø NYS Life, Accident & Health, Variable Life, Variable Annuities License
Ø Expert in managing international/domestic high net worth client portfolios valued as high as $120M
Ø Specializing in Latin America markets for past decade; have routinely traveled to Latin America and Caribbean to expand and solidify critical relationships
Ø Excel in defining financial planning, portfolio diversification, asset allocation, wealth transfer, and tax minimization strategies tailored toward individual client needs and goals; apply client-focused, solutions-oriented approach toward optimizing client/portfolio performance
Ø Resourcefully conduct comprehensive research to clearly identify and capitalize on lucrative opportunities for generating new business as well as developing existing clientele
Ø Effectively determine and implement targeted action plans to boost corporate share of customer financial portfolios in highly competitive markets
Ø Results-driven leader experienced in coaching and directing as many as 9 branch management, sales, teller, and administrative support staff
Ø Bi-lingual oral/written fluency in English and Spanish; well-versed in Italian language
Ø Equally effective in independent and collaborative teamwork environments; consistently committed to achieving individual, group and corporate goals
Career Track
Wells Fargo Advisors, aka
Wachovia Securities LLC-New York, NY 2005-Present
Financial
Advisor
Have successfully established, developed and managed portfolio of Latin America clients, with focus on Venezuela, Argentina and Mexico markets
JPMorganChase-New York, NY 1997-2005
IPB,
Senior Relationship Manager, VP; 2000-2005
Promoted to grow and manage $120M portfolio of high net worth individuals in Latin America, targeting Venezuela and Argentina as well as Spain
PFS, Relationship Manager, AVP; 1997-2002
Effectively managed $80M portfolio of New York/Tri-State region high net worth clients; through proactive ongoing customer contact, leveraged self as bank focal point for target customer segment
First Bank Of the America-New York, NY 1993-1997
Branch
Manager, AVP; 1996-1997
Senior Sales Rep, AT; 1993-1996
Progressed to manage branch employing an Operation Manager/Assistant Manager, 3 Sales Representatives, 4 Bank Tellers, and an Administrative Assistant; coached staff to optimize performance in delivering quality customer service, building key relationships and driving business growth through additional product/service sales
Academic Credentials
Bachelor of Arts, Business Administration
Pontificia Universidad Catolica Madre y Maestra -Santiago, Dominican Republic
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