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Stock Broker CV
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Objective
To provide appropriate and accurate information to investors regarding the latest market trends and educate them on how to manage investment to minimize the risk of investment and capital losses.
Personal Information
James Welty
3877 Wiseman Street
Knoxville, TN 37917
(777)-659-8250
j.welty@sampleresume.net
Date of Birth: May 6, 1979
Place of Birth: LA
Citizenship: American
Gender: Male
Profile Summary
• Excellent numerical abilities
• Logical thinking ability
• Superb communication skills
• Portfolio management
Education
MS in Finance, 2009
Iowa State University, Ames, IA
BS in Accounting, 2006
Iowa State University, Ames, IA
Employment History
Sr. Stock Broker, 2007 - Present
Union Bank & Trust Company, Lincoln, NE
Responsibilities:
• Scouted for investors through online advertisements.
• Identified people who could efficiently execute the buy and sell transactions.
• Kept a confidential list of the information on shares and securities of the investors.
• Provided education and training to local, corporate and institutional clients.
• Explained to clients the repercussions of fluctuations to unplanned investments.
Jr. Stock Broker, 2006 - 2007
SunTrust Banks, Inc, Atlanta, GA
Responsibilities:
• Provided guidance to the investors regarding stock market and investment strategies.
• Helped key clients in their initial stage of the business.
• Ensured to be abreast with the latest in financial news.
• Informed investors on the accompanying risks involved in certain business ventures.
• Provided excellent service to the clients to increase and maintain client patronage.
Research
N/A
Training/Certification
Training in Advanced Financial Analysis
Award
Top Performer of the Year, 2008
Professional Membership
Association of Brokerage Firms
Skills
Profound knowledge in the highs and lows of the market
Solid understanding of portfolio management
Finance and accounting skills
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