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yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

results-focused financial advisor specializing in driving business growth, building a large-scale client base, analyzing consumer needs, creating key investment strategies, providing world-class customer service, and cultivating a strong brand image eager to offer experience toward maximizing an employer s bottom-line.

 

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profile of qualifications

 

         top performer who analyzes and interprets statistical data to optimize profits in coordination with key objectives, including prospecting, developing, and servicing individual and employer-sponsored retirement and investment plans.

         integral leader who excels at creating targeted investment strategies for a diverse clientele within competitive markets.

         out-of-the-box thinker who plans, prioritizes, and manages financial tasks to maximize profitability and productivity.

         fluent in german and turkish; seamlessly interfaces with all levels of business professionals, staff, and clientele.

         member of the wm financial services leaders circle (only top 50 financial consultants qualify).

 

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key areas of expertise

 

asset allocations                  investment planning                        budget / forecast prep                  dollar cost averaging

strategic analysis                 account management                       prospecting / referrals                  client / customer relations

financial planning                variable / fixed annuities              actual variance analysis              needs analysis / assessment

 

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professional synopsis

 

vp financial advisor, banc of america investments / merrill lynch, city, state                                              2008 c present

 

         utilize broad scope of industry knowledge and business acumen to create targeted investment strategies, including aggressively prospecting for new clientele while maintaining high-quality services for an existing client database.

         present fee-based accounts, mutual funds, bonds, annuities, stocks, uits, retirement plans, and life insurance plans.

 

financial advisor, wm financial services, anaheim hills, ca                                                                                        2003 c 2008

 

         applied sharp analytical abilities toward creating investment strategies while supporting wamu customers in identifying financial needs / objectives and promoting diversified plans / products to achieve individual goals.

         prospected for new clientele and developed natural markets, and purchased stocks on behalf of wmfs clients.

 

personal financial representative / licensed bank employee, washington mutual bank, irvine, ca        2001 c 2003

 

         met and / or exceeded goals by successfully marketing financial products, including opening up accounts for new clientele, assisting existing customers with daily transactions, referring bank customers to wm financial services as appropriate, selling qualified- / non-qualified fixed annuities, and providing home loans and lines of credit.

 

financial advisor, aig valic, anaheim, ca                                                                                                                            2000 c 2001

 

         drove bottom-line results by providing sophisticated financial solutions to individuals, families, and small- to mid-sized businesses, including creating key investment strategies, conducting comprehensive seminars, prospecting for new clientele, and serving an existing client database for multiple school district employees within the l.a. area.

         contributed strong communication and interpersonal relations skills toward ascertaining client financial needs / requirements and recommending plans / products to assist in the attainment of select goals.

         created and executed cross-selling opportunities with 401(k) and 403(b) participants.

 

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education, professional development & technical summary

 

master of business administration                                                                                                                     national university

bachelor s degree in law                                                                                                          ankara university (ankara, turkey)

 

registered financial advisor with series 6, 7, 63, 66 and california state variable life & health licenses

 

microsoft office suite • streetscape • internet applications

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