yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000
senior financial professional seeking to utilize extensive corporate experience, excellent managerial and developed analytical and decision-making skills in a challenging investment advisor assignment.
ø over 15 years of experience (including seven years of international experience) in sales, financial advising, project management, vendor negotiation and coordination and revenue generation.
ø holder of numerous professional accreditations and licenses.
ø results-oriented with emphasis on obtaining full utilization of resources to achieve organizational goals and objectives.
ø strategically coordinate and collaborate with co-workers and clients to maximize performance in facilitating financial goals and attaining operational excellence.
life and health insurance series 6, 7, 63 and 65 licenses
accredited asset management specialist (aams)
chartered retirement planning counselor (crpc)
chartered mutual fund counselor (cmfc)
lpl financial (fiscal associates, inc.), west bloomfield, mi 2002 - present
match client financial capabilities to goals and lifestyles.
perform portfolio asset allocation for clients and develop and implement retirement plans.
conduct fiduciary reviews for businesses with defined compensation structures.
install retirement, 401k and ira plans for businesses.
dura automotive, inc. 1999 - 2001
international account manager
managed $35mm in current business and new sales for key accounts such as nissan, toyota and daimlerchrysler.
resolved pricing negotiations regarding terms, delivery and annual cost reductions.
yyyyyy x. yyyyyy
college for financial planning, boulder, co
accredited asset management specialist (aams), 2003
chartered retirement planning counselor (crpc), 2003
chartered mutual fund counselor (cmfc), 2002
eastern michigan university, ypsilanti, mi
bachelor of business administration, finance 1994
have also been employed by:
narens associates, inc. in capacity of account manager overseeing current, tier 1 and oem clients, developing new and potential customers, creating marketing strategies for multiple principals, defining target markets, negotiating service and supply contracts and making presentations to customers regarding sales forecasts, future program details and marketing issues.
isuzu motors america, inc. as buyer negotiating $150mm in parts supply pricing, delivery and quality with over 40 vendors, researching cost reduction, coordinating between north american suppliers and isuzu worldwide operations and conducting hearings on current, new and potential suppliers regarding price and quality.
member, building industry association (bia)
member, national association of home builders (nahb)
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