~ Results-driven Manager eager to contribute dynamic business development, technology, client relations and administrative skills toward supporting operations of a progressive organization. ~
Highly versatile and able to quickly adapt to new roles, environments, tasks, technologies, and responsibilities.
Systematic problem solver with a solid track record of executing innovative solutions to meet defined business goals and needs.
Efficiently develop and execute strategic policies, procedures, processes, and methodologies to optimize organizational performance and profitability.
Reputation for swift decision-making skills, team-building capabilities, and multi-tasking abilities; effectively balance competing demands.
Confident, congenial and tactical with exceptional analytical, prioritization, leadership, and presentation skills.
Apply proven prospecting and consultative selling abilities to secure and retain clients.
Able to effectively scrutinize and evaluate opportunities for profitability and financial risk.
Alpha Fiduciary Wealth Management, 2006 to
Vice President / Financial Advisor
- Apply significant leadership attributes toward facilitating money management functions for high net worth clientele and administering 401(k) and IRA plans.
- Proactively collaborate with IT department in evaluating emerging technologies and maintaining up-to-date and reliable technical operations.
US Fiduciary Wealth Management, 2004 to 2006
- Spearheaded management of client assets, consistently providing exemplary service to maximize retention and referral business.
- Demonstrated excellent versatility as firm s Human Resource Manager in charge of hiring, training, performance evaluations, and salary negotiations.
RKJMO Enterprises, 1998 to 2004
Owner / President
- Planned, launched and operated successful property management business with full accountability for customer relations, sales, marketing, human resources, maintenance, inspections, and government compliance.
Earlier experience includes role as Driver with UPS and service with the US Navy, 1989 to 1991, honorably discharged.
Series 7, 65,63 and Insurance 215 licenses
Diploma in Teaching; Diploma in Finance C Belford University 2000
Hiring Agent Name
I am currently seeking a challenging career opportunity in a financial services and insurance management capacity and am submitting my resume for your review. In advance, thank you for your time and consideration.
As demonstrated in the accompanying resume, I bring to you a considerable background in the wealth management industry, proficiency in business operations leadership, and advanced client relations skills. To complement these qualifications, I offer a strong blend of resourcefulness, organizational strengths, analytical talents, and critical thinking skills.
As a dedicated team member and stellar leader, you will find me to be a diligent and focused professional committed to supporting you in achieving your objectives through an impressive work ethic and proven success in achieving client satisfaction. I am certain that I could be an ideal addition to your company, and look forward to interviewing with you in the near future.
Yyyyyy x. yyyyyy
Interviewer s Name
It was a pleasure (speaking with you/meeting with you) on [insert date here]. I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered. I am still very interested in the [insert name of position] position, and I am convinced now, more than ever, that it is the right job for me. I feel my background and qualifications prepare me well for the challenges and responsibilities we discussed.
The position as you described it to me would combine my strong skills in [insert two skills or qualities here]. This would allow me to make a valuable contribution to your company.
(Choose one of the two paragraphs below, depending on whether or not you have, or have not yet, interviewed with the person)
(I am eager to meet with you in person to further discuss my background and qualifications. Please feel free to contact me at the above phone numbers so we can continue the discussion we began over the telephone.)
(Again, thank you for considering my qualifications. I enjoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.)
Yyyyyy x. yyyyyy
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