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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000




Wealth Management Professional

Asset Management ~ Market Research ~ Financial Planning & Investment Strategies

Performance-focused Financial Strategist eager to contribute practical experience and background toward actively supporting a dynamic organization in maximizing results, specifically with tactical methodologies aimed at growing long-term wealth for individuals and families.  


Qualifications Profile


Ø  Strong financial background within the wealth management sector with in-depth knowledge of various asset management methodologies, including; estate planning, taxation advice, investment management and legal advice.   

Ø  Comprehensive understanding of financial models and systems arena due to advanced education and training regarding management, business practices, and asset allocation.

Ø  Excel in defining and implementing policies, procedures and financial investment strategies that maximize client earnings potential.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, leading teams and peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard and responsible financial planning protocols for client base.

Ø  Technology savvy and proficient in multiple software applications and hardware systems including Oracle, Cognos, Cullinett MRPII, Tandem Shop Floor Control, ASK Man-Man, MS Office Suite.   





Functional Competencies


Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering planning meetings and delivering comprehensive strategies.

Ø  Develop expert plans of action according to specific operational needs, both expeditiously and effectively.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner.

Ø  Ability to articulate economic impact of activity on future demand, including specific areas such as increased money flow and reduced interest rates.

Ø  Consistently keeps abreast f financial reports and data such as investor activity, economic trends, and salient financial market patterns.











Key Achievements


Ø  Increased forecasting efficiency through strategic staff recruitment initiatives. (Senior Forecast Manager)

Ø  Effectively managed monthly and quarterly process improvement reviews designed to increase operational productivity. (Senior Forecast Manager)

Ø  Increased productivity and data accuracy through development and execution of forecasting technology systems integration protocols. (Forecast Manager)

Ø  Reduced planning overhead by 50% through implementation of Cognos Reporting Tool.(Master Scheduler)

Ø  Reduced data generation time by 88% through utilization of reporting technology. (Senior Scheduler)

Ø  Increased efficacy of reports by integrating all relevant parties into planning forums. (Senior Scheduler)

Ø  Actively reduced instances of customer complaints and thus potentially damaged relationships through continuous communication between necessary channels as related to procurement. (Buyer Planner)

Ø  Delivered assigned products 100% on time to production department.  (Production Planner)

Ø  Reduced make/buy inventory by $1.7M through implementation of streamlined procurement practices. (Production Planner)

Ø  Directly initiated inventory accuracy team resulting in 4 strategic process changes. (Production Planner)



Professional Career Track

QUALCOM, Inc / (1998-Present)

Strategic Forecast Senior Manager                                                                                    2007-Present

  Main responsibilities include comprehensive oversight and management of quarterly forecast reviews, monthly product cost updates, financial feasibility reviews of demand and capacity requirements, completion of rigorous risk assessments, implementation of efficiency best practices, as well as recruitment, retention, and leadership protocols to ensure employee productivity is maximized. 


Strategic Forecast Manager                                                                                                    2004-2007

  Main responsibilities included leading quarterly cross-functional forecast reviews as well as identification of best efficiency protocols to enable most effective execution of these functions. 


Master Scheduler                                                                                                                       2001-2004

  Main responsibilities included management of $2.5B business unit.  Specific functions included leadership of short and long-term forecasting efforts, development of communication protocols between various operational and sales departments, as well as thorough data collection and analysis.


Senior Scheduler                                                                                                                        2000-2001

  Primary responsibilities included conducting customer needs analyses, identification of demand variances, procurement strategies to ensure adequate supplies were maintained consistently, providing packaging forecasts, as well as communication of all relevant information to finance, procurement, and sales departments. 


Scheduler                                                                                                                                    1999-2000

  Primary responsibilities included inclusive review of purchase order requirements, direct oversight and management of monthly forecasting updates, as well as identification of salient issues regarding buyer planners in order to minimize detrimental impact on supply chain. 


 Buyer Planner                                                                                                                            1998-1999

  Primary responsibilities included regular liaising with supplier and sales manager, coordination of communication efforts for purposes of increasing customer service awareness, reviewing purchase orders, as well as keeping abreast of all relevant product issues and procurement needs related to infrastructure.  


Production Planner                                                                                                                            1998

  Primary responsibilities included direction of time management efforts related to scheduling, review and analysis of work projects, regular interaction and communication with production, engineering, quality and procurement departments, as well as resolving all supply shortages in an expeditious manner.  





n B.S. C Agriculture Business Management, California Polytechnic State University



    Yyyyyy x. yyyyyy

 xxx-xxx-xxxx /









Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer several years within the wealth management field as an asset allocation expert in various settings.  I have also worked as a technical expert and consultant in numerous forms, so I understand this subject matter from many different levels.

 I am accustomed and skilled at managing complex situations in wealth planning and possess the ability to offer unique and comprehensive advice aimed at maximizing investments for both individuals and families.  I have a strong drive to work beyond the usual wealth management methods to take all ethical and practical measures to meet my client s needs.

            I am an exceptionally hard worker and my peers consider me a strong team player.  My enthusiasm comes from utilizing my skill set to benefit the organization and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.


Yyyyyy x. yyyyyy



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