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yyyyyy x. yyyyyy                             0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                        (xxx-xxx-xxxx •


solutions-focused leader with b.b.a. pursuing a cfa designation and eager to contribute strong fiscal support,

real estate, business development, and strategic analysis talents toward maximizing an employer s success.




         demonstrate broad scope of finance knowledge to include private equity, hedge, venture capital, real estate, collective investment, and mezzanine funds, as well as skill in all stages / types of investments and fiscal transactions.

         expert with reuters baseline and bloomberg financial services; offer solid analytical, quantitative, and organizational abilities.

         excel at identifying lucrative opportunities and defining targeted strategies for capturing new business and developing clientele.

         adept at multitasking within high-pressure environments and strategically planning, prioritizing, and coordinating individualized workflow to optimize productivity, efficiency, and quality.

         licensed real estate salesperson commonwealth of massachusetts; member of cape cod and islands association of realtors and board of directors member of osterville veterans association.


~ education and professional development ~


level i candidate (in process)                                                                      cfa (chartered financial analyst) designation

bachelor of business administration (finance major 3.75 gpa)                                     university of massachusetts, amherst


professional synopsis


assistant to vice president, sotheby s international realty, cape cod, ma                                              2006 c present


key accomplishments

ø supported the attainment of a record-breaking residential sale for the cape cod region.

ø created comparable marketing analysis (cma) presentations and custom high-end marketing materials to drive profits.

ø spearheaded resourceful prospecting initiatives instrumental in actively expanding the business.


         strategically steer luxury real estate success to include objectively performing client counseling with prospective buyers and dynamically previewing and identifying key properties throughout sales and listing processes.

         expertly conduct research, due diligence, and valuation analysis on select properties, along with forming valuable relationships with clientele by providing outstanding customer service to ensure exceptional business retention.


software start-up sales / marketing / business development, aptium, llc, osterville, ma                          2005 c 2006


key accomplishments

ø signed one of the largest real estate organizations in north america as a primary user of the crm system, as well as proactively marketing the software to additional large multibillion-dollar companies.

ø led crm system development efforts to generate substantial revenue within competitive real estate and academic markets.


         maximized sales and marketing success of innovative web-based customer relationship management (crm) software solutions among key territories to include creating / implementing results-driven companywide sales processes.

         applied all-inclusive industry knowledge toward designing and leveraging research-oriented prospecting processes instrumental in identifying qualified clients and target-market solutions.


exclusive buyer / agent, buyer brokerage of osterville & nantucket, osterville, ma                           2004 c 2005


key accomplishments

ø successfully represented high-profile clientele in luxury and waterfront cape cod and nantucket property searches.


         demonstrated strong fiscal support abilities toward conducting comprehensive real estate research and financial due diligence on targeted properties throughout assigned areas.


~ professional internship ~


equity research analyst internship, westfield capital management, boston, ma                                                    2003


key accomplishments

ø improved and standardized investment recommendation processes by creating a formula-based equity excel sheet.


         conducted research and industry analysis for senior portfolio management to include collaborating with top-performing investment teams in the evaluation of business models and financial statements for current and potential investments.

         resourcefully gathered detailed company data on prospective and current investments.


~ honorable discharge the united states navy ~

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