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Yyyyyy x. yyyyyy

1222 E. Champlain Dr., #0000 xxxxxx xxxx , xxxx , xxxxx 00000





Financial Advisor ~ Stock Day Trader


Qualifications Profile


Ø  Offer several years of progressive experience in the financial services/private and business banking sector; currently managing high net worth individual client base

Ø  Series 7 Securities License

Ø  Recognized as Top Performer in Sales and Credit Approvals with Wells Fargo

Ø  Consistently achieve Highest Customer Satisfaction Rankings

Ø  Take the initiative to continually participate in stocks day-trading workshops to maintain current knowledge and competitive edge in market; successfully day-trade personal portfolio stocks

Ø  Dynamic sales, consulting, presentation, and managerial skills; as entrepreneur, drove business to achieve 45% annual sales growth

Ø  Bachelors Degree with extensive studies in Finance; Ranked #1 out of 200 students in most dollars earned during competitive Portfolio Challenge

Ø  Finished in Top 3 Percentile in CNBC Stock Challenge

Ø  Skilled in MS Word, Excel, PowerPoint, and ACT! (contact/relationship management software)

Ø  Licensed California Notary Public

Career Track


Premier Banking Business Specialist, Wells Fargo Bank-Fresno Woodward Park       2006-Present

Rapidly progressed from Banker Level One to Banker Level Two prior to assuming current accountability for managing high-net-worth individual deposit dollars and loans as member of Private Bank and Business Banking Group


Co-Owner/Operator, Crown Motors                                                                                2003-2006

Demonstrated sharp business acumen in steering full-scope operations, with P&L accountability; spanned sales, marketing, customer service, human resources, and inventory control


Academic Credentials


Bachelor of Science, California State University-Fresno; 2002

Focus on Entrepreneurship and Finance

Treasurer, SAE Fraternity; managed all financial/accounting functions for organization for 2 years

Booth Manager, Vintage Days charity and fraternity house annual fundraiser; broke records for 3 consecutive years


Community Contributions


Volunteer, Marjorie Mason Center; serving battered women

Volunteer, Pavorello House; benefiting underprivileged populations

Volunteer, annual local/community fundraiser; past 3 years



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