yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

profit-focused financial advisor specializing in client-driven retirement planning, investments, insurance, and estate planning eager to offer 7 years experience toward maximizing a top-notch employer s bottom-line.

 

profile of qualifications

 

         integral leader who analyzes individual consumer needs and recommends best financial products for short- and long-term goals.

         top-performer who makes decisions to reflect positively on business productivity, corporate well-being, and client satisfaction.

         excellent communicator who successfully interfaces with all business representatives and clientele through to executive level.

         ambitious self-starter who plans, prioritizes, and manages various tasks within fast-paced, high-pressure environments.

 

core competencies

 

key investment advisement                fiscal protection / insurance               acquisition / retention                asset allocation

financial analysis / planning               income tax planning services              estate planning strategies             education savings

retirement planning strategies             consultation / needs analysis            small business operations           commercial real estate

 

career highlights

 

         recognized for job performance excellence with ameriprise financial s prestigious platinum advisor award for 2008.

         achieved 2008 s california market group milestone production award for quarters 2, 3, and 4 of 2008, along with attaining 2008 s competitive riversource protect the dream award.

 

professional synopsis

 

 

crpc / financial advisor

 

         utilized broad scope of financial services knowledge to create targeted marketing programs designed to source leads and convert individual and institution prospects into clients, including conducting one-on-one consultations to ascertain key goals.

         drove bottom-line results by aggressively promoting sales of mutual funds, stocks, bonds, annuities, life / disability insurance, and retirement plans, along with building and servicing a personal book of clients via quarterly meetings and phone contact.

         contributed strong communication talents toward conducting group presentations and financial workshops for affluent prospects and potential centers of influence (i.e. estate planning attorneys, tax preparing accountants) to boost critical revenue.

 

commercial loan advisor

 

         expertly originated commercial mortgages, along with researching and implementing diverse marketing strategies to design and maintain multi-pronged lead generation and customer service systems which were instrumental in garnering and retaining clients.

         maximized profits by engaging and leveraging personal / professional networks and attending private / professional functions.

         conducted needs analysis with borrowers to determine appropriate strategies, arrange suitable loan packages, and collaborate and consult with clients, lenders, loan processors, underwriters, appraisers, and additional professional teams for property closings.

 

assistant to the branch manager / residential loan advisor

 

         played a vital role in building and sustaining business by securing leads, pricing out loan programs, and originating and managing residential financing from application through to closing, including conferring with clients, officers, appraisers, and title officers; clarifying programs and terms; finalizing paperwork; ordering appraisals and title reports; and arranging escrows.

         supported management and design firm in creating an innovative, revised company logo.

 

yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

resume page two

 

supplemental experience

 

professional internships

 

         demonstrated quick-learning abilities within a detail-oriented environment by gaining skills in areas of accounting, hr, administration, marketing, on-site management / maintenance, leasing, brokerage, and insurance.

         interfaced with ceo on high-growth, multimillion-dollar properties and complex investment projects, and establish valuable working relationships with senior corporate members.

 

board positions

 

board member

 

         cooperatively lead comprehensive activities toward protecting the company s business interests, including approving operating budgets, property acquisitions, and depositions; formulating general investment initiatives; and directing facets of implementation.

         manage investment status by personally touring properties, speaking with maintenance staff, and conferring with executives, along with providing input and analysis during property acquisition and development due diligence.

         serve as point person, and liaise directly between ceo, board, property management teams, other company departments.

 

education & professional development

 

bachelor s degree in communications                                                                             university of california, los angeles

cum laude honors; mass media & marketing emphasis

 

additional professional development

financial analysis / market analysis / user decision analysis / investment analysis for commercial investment real estate

 

professional designations & licensure

 

chartered retirement planning counselor (crpc)                                                                    college of financial planning

certified commercial investment member (ccim)                                                                                                     ccim institute

 

series 7, series 66, life, health, ltc insurance licenses           states of california, minnesota, washington, & texas

 

professional memberships

 

california real estate broker • phi beta kappa society • ucla alumni association • los angeles world affairs council

global estate planning council networking & marketing group • ameriprise financial, inc. network

elder law group • elder care & estate planning group

 

community activities

 

habitat for humanity volunteer

 

excellent references provided upon request

 

yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

date

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging [ insert job title ] role, and am submitting my resume for your review.

 

i am excited to build a rewarding career with your company, and am confident that my professional skills, academic credentials, and industry designations can help to achieve your objectives.  i can offer 7 years of solid, combined experience in financial / investment analysis, retirement planning, insurance, and estate planning, and am well-versed in all facets of consultation / needs analysis, acquisition / retention, asset allocation, and commercial real estate.

 

to complement my background, please note that i hold a b.s. in communications from the university of california, los angeles, and attained designations as a certified commercial investment member (ccim) and chartered retirement planning counselor (crpc).  i am also licensed in series 7, series 66, life, health, and ltc insurances.

 

most recently, as a crpc / financial advisor for ameriprise financial, inc., i utilized my broad scope of financial services knowledge to create targeted marketing programs designed to source leads and convert individual and institution prospects into clients, including conducting one-on-one consultations to ascertain goals.  within this role, i also aggressively promoted sales of mutual funds, stocks, bonds, annuities, life / disability insurance, and retirement plans, and conducted group presentations and financial workshops for affluent prospects and potential centers of influence (i.e. estate planning attorneys, tax preparing accountants) to boost critical revenue.  during this time, i was recognized for job performance excellence with the company s prestigious platinum advisor award for 2008, along with multiple additional awards.

 

you will find me to be a results-focused professional who can contribute a proven track record of defining key priorities and meeting individual financial targets.  in addition, i can plan, delegate, and manage multiple tasks within deadline-driven environments while streamlining business processes to increase productivity, efficiency, and quality.  for the sum of these aforementioned reasons, i believe i will prove to be an incredible asset to your company.

 

i look forward to hearing from you, and thank you in advance for your consideration.

 

sincerely,

 

 

 

keefe shanahan, crpc, ccim