999 MAIN STREET• ANY TOWN, NY 99999 • PHONE 999-999-9999 • E-MAIL: EMAIL@GMAIL.COM
ABC Inc. Any Town, NY
Financial Advisor January 2007 to February 2009
- team in growing and retaining business by teaching book segmentation, creating and implementing client service model, and coaching on utilization of tools for success.
- Six record months after implementation of my ideas and strategies.
- Responsible for servicing, advising, and conducting monthly educational seminars and enrollment meetings to clients and their employees of 30 401k plans totaling over 100,000,000 in assets and containing over 4,000 active participants.
- Key contributor on team handling more than 750,000,000 in assets.
- Provided clients comprehensive financial planning, including asset allocation, wealth management, and tax strategies.
XYZ Corp. Any Town, NY
Financial Advisor – Vice President February 2005 to January 2007
- Opened over 100 relationships (multiple accounts and family members) consisting mostly of business owners and well-known families in their communities and countries.
- Traveled regularly to meet with prospects and open accounts in their country of residence. Accounts averaged in the 6 and 7 figure range.
- Established a network of professionals who referred high net-worth prospects on a consistent .
- 90% of the book of business generated recurring fees from certificates of deposit portfolio, trust services and fee based managed accounts.
- Accumulated a database of several hundred contacts, maintained weekly communication through emails and follow up phone calls.
BCD Inc. Any Town, NY
Financial Advisor April 2002 to February 2005
- Offered most effective way for clients to become debt free.
- Building relationships with creditor negotiators.
- Negotiating and resolving debts for over 100 creditors per month.
- Saving families from going bankrupt through financial strategies and presenting those strategies to the creditors for negotiations.
Any Town, NY
B.S. Business Management
Licenses & Designations
Life & Health Insurance licensed.
Available upon request