profile                                                

 

approximately 20 years experience in finance and investment, managing as much as $3.1b in assets, extensive background in small cap through large cap and high net worth clients and adept in working within multiple industries including

 

 

 

professional experience                

 

manager, devon investment advisors - devon, pennsylvania                                         1/2007-present

c manage and present investment strategy

-       establish new investment advisor, actively manage small cap core separate account, manage all operations

-       research, analyze and recommend all of the companies in the strategy

-       create institutional investment presentation covering process, philosophy and performance

-       call on prospective clients, consultants and gatekeepers

 

co-manager, pitcairn financial group - jenkintown, pennsylvania                               12/2000-10/2006

 

co-manager c manage and present investment strategy

-       actively co-managed pitcairn small cap strategy, assets over $100 million, sector neutral, core approach, five/four star morningstar rating

-       presented investment performance results and investment process strategy to pension fund consultants (russell, etc.) (one on one), the mutual fund sales force (group presentations) and prospective clients

-       internally presented portfolio and explained performance results to the investment committee and the board of directors

-       explaining difficult performance periods c periodic on demand meetings with consultants, wholesalers, and internal sales force to explain difficult performing time periods and why they should stick with the strategy

-       call on prospective clients and consultants

 

portfolio manager, pnc advisors - wilmington, delaware                                          3/2000-12/2000

 

portfolio manager c relationship manager endowment and foundations

-       managed $800 million in endowment and foundation assets

-       presented investment performance results and investment process strategy to endowment and foundation committees and high net worth clients on a periodic basis

-       review asset allocation and recommend changes including rational for recommendation

-       explain difficult performing periods and why the client should stick with the strategy

-       call on new business prospects

 

analyst, delaware investments - philadelphia, pennsylvania                                             5/1998-3/2000

-       analyzed and recommended a variety of us companies supporting a mid cap value and a small cap value product

-       presented formally to mutual fund sales force, existing and prospective clients and consultants

 

 

 

 

 

analyst, provident capital management - philadelphia, pennsylvania                               8/1997-5/1998

 

-       comprehensive analysis cfollow and recommend a variety of small to large cap companies, using a value approach

-       covered telecommunications, utilities, and industrial sectors

 

partner, cashman, farrell and associates - berwyn, pennsylvania                                  1/1990-8/1997

 

-       comprehensive analysis cfollowed and recommend a variety of us mid to large cap companies using a low p/e value approach; total company assets peaked at $3.1 billion

-       presented investment performance results and investment process strategy to high net worth clients and wrap brokers

 

prior background: analyst, midlantic bank - philadelphia, pennsylvania                                                                    

 

 

 

~ key achievements ~

 

 

~ prior background ~

 

education                                           

 

university of delaware, newark; dean s list, graduated 1988

bachelor of science, business w/concentration in finance

minor in management information system

 

~ credentials/certifications~

chartered financial analyst; september 1994

 

professional affiliations               

 

member, cfa society of philadelphia                                                                       member, cfa institute

 

 

 

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a      capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include

           i have effectively applied my skills and knowledge toward

to complement this background, i offer 

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

christopher b. driver

 

 

 

 

date

 

 

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting (title of position applying for) position currently available with your company.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

 

as discussed, i am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  i believe you will find my dynamic (list a few skills/qualifications relevant to the position) skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

sincerely,

 

christopher b. driver