Financial Services Specialist

 

Trading ~ Investments ~ Portfolio Management

 

 

Ø  Chartered Financial Analyst (CFA) Level II Candidate

Ø  Series 7 and 55 licenses

Ø  Comprehensive knowledge of trading concepts and solid background in trading US equities

• Successfully traded average 650,000 shares monthly with Lynx Capital
• In recognition of industry expertise and dynamic leadership skills, selected to mentor Junior Traders, playing instrumental role in building high-performance team

Ø  Dynamic quantitative analysis skills; expertise in analyzing investments and stocks, wide-scope industry sectors, market trends, economic factors, and financial data

Ø  Excel in identifying client needs and providing customized solutions translating to maximum results

Ø  Equally effective in independent and collaborative teamwork environments

Ø  Thrive in fast-paced settings requiring sharp decision making and time management skills

Ø  Related experience in retirement planning, life insurance and debt refinancing

• Top Sales Representative in Division total life insurance premium performance, 2003-2004

Ø  Computer-savvy; skilled in MS Office Suite (proficient in Excel and Word) as well as eSignal and Anvil

 

 

Equity Trader, Lynx Capital Partners, LLC-New York, NY                                                       2005-2009

Successfully traded NYSE-listed securities on real-time trading platform

Proficiently analyzed market, economic and financial data and monitored price patterns of multiple stocks, industry sectors and overall market trends to define strategies for optimal performance

Demonstrated instinctive decision making skills in thriving within dynamic market conditions

 

Senior Sales Representative (Part-Time), Primerica Financial Services-Columbus, OH   2003-2004

Consulted with clients to define retirement planning, investment, life insurance, and debt refinancing needs and provided custom solutions for meeting financial goals; required advanced financial/ investment analysis skills

Effectively drove business growth through active cold-calling, lead generation and referral development

 

Manager (Part-Time), Play It Again Sports; Columbus, OH                                                   2002-2003

Contributed sharp business acumen and leadership skills toward steering full-scope store operations, from sales and customer service to cash management/reconciliations and inventory control

 

 

B.S., Family Financial Management, The Ohio State University-Columbus; 2005

Alpha Lambda Delta and Phi Eta Sigma (honor fraternities)

Dean s List: Winter 01, Fall 04, Winter 04, Winter 05

Major GPA: 3.0/4.0

 

 

CFA Level 2 Candidate

Series 7 and 55 Licenses-Active

Member, Financial Planning Association (FPA)

 

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging new career opportunity in a (INSERT ACTUAL TITLE OF THE TARGET POSITION) capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated, I offer numerous years of successful experience as an Equity Trader and the dynamic analytical and instinctive decision making skills vital to excelling in challenging markets.  I am also highly effective in determining and capitalizing on market trends as well as client needs and developing and implementing effective strategies for optimizing financial performance.  Complementing this, I am a CFA Level 2 Candidate with Series 7 and 55 Licenses and earned a Bachelor of Science in Family Financial Management in 2005.  I am also a Member of the Financial Planning Association.

 

As an employee, you will find me to be a driven team player prepared to deliver immediate and long-term results and committed to supporting you in achieving your objectives.  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,

 

 

 

Yyyyyy x. yyyyyy