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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.

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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

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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

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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

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[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.







Patricia Green





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