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yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx
abc@xyz.com
Wealth Management ▪ Sales ▪ Investment Banking
Well-rounded and energetic professional with 13+ years experience seeks new challenge and opportunity to apply consummate skills in Wealth Management, Investment Banking and Sales.
yyyyyy x. yyyyyy
Professional Profile
Escalate business development through strategic initiatives that increase productivity and revenue growth; consistently exceed goals and objectives
Results driven and licensed for various investment platforms; expertise in banking products including securities backed lending and mortgages
Self-motivated and knowledgeable in asset allocation, financial planning, investment banking, and lending; experience with investment products including mutual funds and annuities
Organized and detail-oriented with superior personal management skills; positively motive and lead team members
Communicate complex financial information easily and concisely; exceptional customer service skills; launch client prospecting and event coordination
yyyyyy x. yyyyyy
Employment History
Financial Advisor 2008 C Present
UBS Financial Services ▪ Tampa, FL
Successfully built a $30M pipeline; coordinated and conducted events and seminars
Boost business development as partner on a $1.4M team recruited from Morgan Stanley; efficiently manage $100+M in assets and approximately 100 households
Key player who assists clients in allocation, financial planning, portfolio reviews, securities backed lending, and alternative investments
Financial Advisor 2006 C 2008
Morgan Stanley ▪ Tampa, FL
Recruited and transitioned over $300M in assets from competing firms
Effectively managed and assisted a high net worth client base ensuring client satisfaction
Essential member who conducted client meetings; responded to inquires and resolved issues
Skillfully recognized and referred cross-selling opportunities
Bank of America ▪ Tampa, FL
Regional Market Executive/Assistant Banking Center Manager 2004 C 2006
Personal Banking Executive 1998 C 2004
Successful Project Leader; increased customer satisfaction from 76% to 93% in 3 months
Spearheaded analysis determining the effectiveness of regional banking centers
Exhibited knowledge in investment products including mutual funds, annuities, bonds, and alternative investments
Prepared and maintained center as audit ready under BCCR regulations
Demonstrated superior leadership qualities; recruited, trained, scheduled and supervised team
Increased sales and established new accounts; exceeded lending goals
Received Customer Experience Leadership Award on 10 occasionsyyyyyy x. yyyyyy
Affiliations and Volunteer Activities
Chair, Fundraising Committee for Tampa Chapter
Board Member, Easter Seals Florida, Inc
Volunteer, Trinity School for Children
Volunteer, Center for Women ▪ Assist women in understanding finances
yyyyyy x. yyyyyy
Education & Professional Development
Associate s Degree
Hillsbourgh Community College ▪ Tampa, FL
Licenses and Training
Registered with the SEC Series 7, 66, 63, and 31
Florida Life, Health and Variable Annuity Insurance License
Personal Banker Lab I, II, III ▪ Bank of America
Certified Business Banking ▪ Bank of America
BoA Certified Loan and Mortgage Officer ▪ Bank of America
Platinum Rule ▪ Bank of America Leadership Training
Six Sigma ▪ Bank of America
The Nuveen Investments, Received certificate of completion from the Wealth Management Institute
yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx
abc@xyz.com
[Date]
[Attention Line]
[Organization s Name]
[Address Line 1]
[Address Line 2]
Dear [Insert Name]:
This letter and the enclosed r sum are an expression of my interest in seeking a rewarding position as [Finance Manager] within your organization. I bring 13+ years of valuable experience which makes me an excellent match for your advertised position.
You will gain a dedicated and motivated individual who can communicate well with all levels of the organization. I am able to inspire others to achieve common goals and create innovative solutions to complex problems. Expertise in financial planning, asset allocation, banking, customer service, and personnel management are some of my strengths.
I would appreciate the opportunity to meet with you to discuss how my skills and background might fit in with [Organization Name s] current and future needs. Please do not hesitate to contact me for further information or to arrange an interview that best suits your schedule. Thank you for your time and consideration.
Sincerely,
Patricia Green
Enclosure
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