Investment Executive Resume

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Here is the Investment Executive Resume example:

Harold Sanborn

456 Tyler Avenue

Ft Lauderdale, FL33311

(555)-555-5555

[email]

Job Objective Respected Investment Executive seeks position where my skills would be used for the betterment of the company and its employees.

Highlights of Qualifications:

Strong experience in building strong internal and external client relationships
Sound knowledge of the securities business, investment products and financial solution
Huge knowledge of current risk management and portfolio construction methodologies
Amazing coaching and teaching skills
Ability to simplify and communicate complex financial concepts.
Excellent interpersonal skills
Effective writing and presentational skills

Professional Experience:

Investment Executive

Fifth Third Bank,Ft Lauderdale, FL

August 2007 – Present

Planned and conducted individual and group coaching sessions with retail bank employees.
Reviewed existing accounts and closed sales.
Handled, prioritized and resolved client problems.
Maintained client relationships through referral programs.
Planned and implemented sales adhering to designated goals and financial results.
Trained and mentored licensed bank employees.

Investment Executive

Happy State Bank, Ft Lauderdale, FL

May 2004- July 2007

Drafted and reviewed legal documents ensuring compliance to the Laws and Regulations.
Managed land transactions of the Authority including registration of leases for Business Parks developers.
Negotiated with investors, concessionaires, service providers etc .

Education

Bachelor’s Degree in Finance

Wayne State College, Wayne, NE