profile                                                

 

approximately 20 years experience in investment; chartered financial analyst, 1994-current ~ extensive background in analyzing and recommending small cap through large cap companies representing diverse industries ~ have successfully generated/managed portfolios with assets as high as $3.1b  ~ dynamic presentation, consultation, networking, and relationship management skills ~ proficient in strategically applying varied approaches toward optimizing results ~ proactively train, educate, develop, and guide top-performing sales teams ~ highly effective leader experienced in steering operations

professional experience                

 

manager, devon investment advisors - devon, pennsylvania                                         1/2007-present

  successfully established new investment advisor and proactively manage small cap core separate account as well as all aspects of operations

  proficiently analyze and recommend all companies within strategy

  actively call on prospective clients, consultants and gatekeepers to define investment needs and develop and deliver customized presentations of process, philosophy and performance to generate high-volume transactions

 

co-manager, pitcairn financial group - jenkintown, pennsylvania                               12/2000-10/2006

  successfully co-managed small cap strategy representing over $100m in assets using sector neutral, core approach; five/four star morningstar rating

  delivered one-on-one pension fund consultations as well as group mutual fund presentations to sales force and prospective clientele

  applied dynamic communication skills toward presenting portfolio and detailing performance results to investment committee and board of directors

  diplomatically explained difficult performance periods through periodic on-demand meetings with consultants, wholesales and internal sales team, with the goal of persuasively advising of benefits in maintaining long-term strategy

 

portfolio manager, pnc advisors - wilmington, delaware                                          3/2000-12/2000

  as primary relationship manager to clients, effectively managed $800m in endowment and foundation assets; conducted comprehensive asset allocation reviews and offered strategic recommendations for optimizing performance

 

analyst, delaware investments - philadelphia, pennsylvania                                             5/1998-3/2000

  performed thorough analyses of us companies to develop recommendations for supporting mid cap and small cap value product; steered formal presentations to mutual fund sales force as well as existing and prospective clientele and consultants

 

analyst, provident capital management - philadelphia, pennsylvania                               8/1997-5/1998

  resourcefully targeting lucrative telecommunication, utility and industrial sectors, applied value approach toward recommending varied small to large cap companies

 

partner, cashman, farrell and associates - berwyn, pennsylvania                                  1/1990-8/1997

  delivered informed recommendations of us mid to large cap companies using low p/e value approach, driving company assets to as high as $3.1b, with focus on high net worth clients and wrap brokers

education                                           

 

university of delaware, newark; dean s list, graduated 1988

bachelor of science, business w/concentration in finance - management information system minor

 

professional affiliations               

 

member, cfa society of philadelphia                                                                       member, cfa institute

 

 

 

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in an (insert title of target position) capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include a successful background as an analyst, portfolio manager, partner, and manager within the investment field. i excel in researching, analyzing and identifying lucrative investment opportunities, with a strong focus on small cap to large cap companies representing multiple industries.  i am an effective communicator who is able to expertly deliver client-specific presentations of strategic investment recommendations, with a talent for articulating complex concepts, processes and philosophies impacting investment decisions in order to drive asset/portfolio growth.  further, i am a dynamic leader experienced in training and leading sales teams, building strategic networks and steering business operations.  to complement this background, i offer a bs in business with a concentration in finance, and have been credentialed as a cfa since 1994.

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

christopher b. driver

 

 

 

 

 

 

 

 

 

 

date

 

 

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting (title of position applying for) position currently available with your company.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

 

as discussed, i am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  i believe you will find my dynamic (list a few skills/qualifications relevant to the position) skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience.  again, thank you for the enlightening interview.  i look forward to your response.

 

sincerely,

 

 

 

christopher b. driver