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





experienced financial services professional eager to contribute dynamic operations, brokerage, documentation, administrative and coordination skills in a challenging assignment.


career profile

ø  over 12 years of real estate brokerage and financial services experience.

ø  currently pursuing degree in computer information systems.

ø  skilled in exceptional customer service and complaint resolution.

ø  well-versed in real estate transactions, foreign currency, mutual funds, 401(k)s and documentation.

ø  notable coordinator and facilitator with strong leadership skills.

ø  knowledgeable in insurance sales, commercial and residential real estate issues.

ø  well-organized multi-tasker with strong detail orientation.

ø  self-motivated, self-directed.

ø  knowledgeable in business unit operations.

ø  contributor in critical process improvement.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in coordination, strategic planning and project management.


technology skills

ms office suite, profs, lotus notes, sei, document direct, html, cd architect, sound forge 4.5, java, c++


professional experience

unity enterprise, hudson, wi                                                                                                       2004 - present

foreign currency analyst & trader 2005 - present

       analyze futures and foreign currencies via stochastics, moving averages and buying/selling pressures.

       acquire 90% of monthly revenue from client membership fees.


real estate investor 2004 - present

       purchase sfr real estate notes, commercial properties, viaticals and annuities throughout u.s.

       acquire properties prior to foreclosure via short sales and wholesale to investors and rent-to-own buyers.

       coordinate with bank workout departments.


farmers financial solutions, oakdale, mn                                                                                        2005 - 2006


       marketed and sold insurance, mutual funds, iras, 401ks, variable life insurance products and annuities.


american express financial advisors, minneapolis, mn                                                                    1998 - 2004

estate settlements case manager 2000 - 2004

       oversaw client estate settlement from initial death notification to full benefits disbursement.

       managed over 500 cases simultaneously pending, involving brokerage, annuities and mutual funds.

       corresponded with beneficiaries, financial advisors, attorneys and accountants.

       provided tax information related to annuity payments.


qualified plans 401(k) product specialist 1998 - 2000

       coordinated with american express retirement services 401k plan to perform mutual fund trades.

       managed tax questions and communicated with account teams and ae trust company. 




yyyyyy x. yyyyyy

page two



century college, white bear, mn

currently studying computer information systems

one course to complete for a.s. degree


lakewood community college, minneapolis, mn

degree program, year of completion


anoka hennipen community college, minneapolis, mn

degree program, year of completion


university of minnesota, minneapolis, mn

degree program, year of completion


other experience

have also been employed by novon consulting in capacity of business analyst & consultant trading mutual funds and verifying client data.

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