www.sampleresume.net
|
|
|
Financial Services Sample Resume |
Travis Davis
2443 Birch Street
Indianapolis, IN 46229
(123)-686-1058
t.davis@sampleresume.net
Objective: Experienced in financial service industry willing to contribute my financial knowledge and skills for the overall growth of the company. My strong acumen in financial analysis will be very helpful in meeting the company's needs.
Skills:
• Strong mathematical skills
• Expert in MS Word, Excel, Adobe, PowerPoint
• Effective and efficient cost control programs
• Expert in financial consultation
• Strong communication skills
Professional Experience:
Financial Services Consultant, July 2007 - Present
Adams Resources & Energy, Inc., Houston, TX
Responsibilities:
• Looked out for the latest business trend and warned clients on the effect of fluctuations and/or inflation.
• Devised practical and efficient way to counter or mitigate the effects of fluctuations to clients' accounts.
• Convinced clients to make investments by conducting financial services presentations.
• Reviewed carefully the costs of project and determined if the ROI is beyond the company's determined goals.
• Provided significant information on client regarding loan programs that will suit their current financial abilities.
Financial Services Assistant, May 2004 – June 2007
Acxiom Corporation, Little Rock, AR
Responsibilities:
• Developed and established rapport with prospective clients.
• Strengthened business relationship with current customers.
• Evaluated the accuracy of information of customer's accounts.
• Determined the financial requirement of the client and proposed financial service accordingly.
• Performed follow-ups on clients either thru phone calls, emails or personal visits.
Education
MBA, Major in Finance, 2004
University of Washington, Seattle, WA
B.S. in Finance, 2000
University of Washington, Seattle, WA
Certifications and Affiliations:
• Royal College of Financial Experts, member
• Certified Financial Service Consultant
|
|
|
|
|
|
|