yyyyyy x. yyyyyy                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                         xxx-xxx-xxxx

                                                                                                                                      abc@xyz.com

 

 

objective

financial services and investments expert specializing in asset management, consulting, analysis and strategic planning eager to contribute to the success of a dynamic organization in optimizing bottom line performance.

 

 

career profile

ø  hired and developed current loan origination team increasing profitability 150%.

ø  over 12 years of asset management, financial service and securities trading experience.

ø  knowledgeable in strategic/estate planning, trust evaluations, estate models and insurance.

ø  licensed real estate agent and tax preparer.

ø  bachelor of arts degree.

ø  extensive financial, evaluation and assessment background.

ø  past holder of series 7, 66 and life agent certification.

ø  record of progression to assignments of increasing authority and responsibility

ø  responsible for broad oversight of investments in a high-volume environment.

ø  adept in leveraging investment instruments utilizing advanced risk management methodologies.

ø  extensive securities trading background.

ø  strong competence in fundamental/technical analysis of u.s. equities.

ø  key player in delivering 5-7% quarterly hedge fund profitability.

ø  award winner for outstanding performance.

ø  comprehensive grasp of internal operations and coordinating multiple departments.

ø  focus on productivity enhancement and meaningful cost control.

ø  proficiency in advanced business software, including ms office suite and multiple financial programs including quickbooks.

ø  ability to consistently achieve stringent p&l objectives.

ø  recent relocation to greater boston area, with deep commitment to a local career.

professional experience

usa mortgage & income tax, newport beach, ca                                                               2005 c 2010

manager/loan consultant

       recruited to develop/nurture critical mortgage lender/broker relationships.

       evaluated all loan packages to achieve real estate regulation compliance.

       facilitated employee growth, product education and productivity.

       supervised team of loan originators and loan processors.

       retained and trained team delivering 2007 150% profitability increase.

       initiated highly successful relationship management system producing valuable referrals.

       planned and rolled-out income tax service expanding mortgage market presence.

 

 

yyyyyy x. yyyyyy

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shoreland trading llc, irvine, ca                                                                                       2002 c 2005

sector manager

       directed key aspect of $125mm technology-based hedge fund.

       led team performing fundamental/technical analysis of u.s. equities in short/long-term positions.

       acted as equity trader coordinating u.s. equity/futures contracts transactions after extensive advanced technical analysis and research.

       recipient of shoreland management achievement award in 2003, and trader of the year award in both 2003 and 2004.

       spearheaded recruitment and training of new personnel that doubled company size and led to historic revenue levels.

 

 

 

earlier experience

prior to 2002, served as financial advisor, merrill lynch & company, inc., seal beach, ca.  in this assignment, developed over $40mm in assets, consistently over-performed against quota  and facilitated numerous financial seminars to develop business and client relationships.

 

 

 

education

university of california-irvine, irvine, ca

bachelor of arts, social science, with economics specialization,

 

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