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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com
Results-focused Investment Specialist eager to offer talents in driving business growth, building a large-scale client base, analyzing consumer needs, creating key financial strategies, providing world-class customer service, and cultivating a strong brand image toward maximizing a progressive community employer s bottom-line.
Profile of Qualifications
Ambitious self-starter who excels at evaluating financial markets, analyzing consumer needs, identifying profitable growth opportunities, defining strategies for capturing new clientele, and attaining solid leveraging in competitive investment areas.
Top performer who uses sharp prospecting and presentation skills to acquire, retain, and expand new / existing client relationships, along with meeting with clients to ascertain key financial needs and provide targeted product recommendations.
Out-of-the-box thinker who offers core knowledge of various financial products, investment services, and industry trends.
Education & Licensure
Bachelor of Science in Management (Business Administration Minor) Georgia Southern University
Series 7 License • Series 66 License • Life & Health Insurance License (Including Variable Products)
Professional Synopsis
Financial Advisor, Edward Jones, Gainesville, GA 2009 C 2010
Utilized broad scope of industry knowledge and dynamic business acumen to create targeted investment strategies, including aggressively prospecting for new clientele, analyzing individual client needs, and maintaining high-quality companywide services.
Expertly identified client-specific financial objectives and coordinated diversified plans / products to achieve individual goals.
Recognized for job performance excellence with two prestigious and highly competitive Triple Crown Awards.
Supplemental Professional Experience
Sales Representative, Mountain Reservations, Breckenridge, CO 2007 C 2008
Maximized bottom-line results by pursuing profit-focused leads, contacting clientele to determine appropriate vacation packages, organizing services to meet and / or exceed client expectations, and submitting packages to potential buyers for optimal results.
Contributed strong negotiation talents toward coordinating and / or revising key efforts to successfully achieve package sales.
Owner / Operator, P.D. Brinson General Contracting, Gainesville, GA 2007
Strategically steered the start-up and comprehensive operations of a top general contracting company, including locating jobs to bid, organizing cost-effective bids, and submitting bids to owners for review which was instrumental in boosting overall revenue.
Planned, prioritized, and managed workflow and contracting scheduling, and oversaw all work to on-time completion.
Development Associate, Highlands Companies, Atlanta, GA 2006 C 2007
Demonstrated sharp analytical abilities toward evaluating diverse schedules; reviewing pay applications, RFIs, and proposed change orders; preparing and monitoring punch lists and related completion; and meeting with tenants to discuss required compliance.
Project Engineer, R.J. Griffin & Company, Atlanta, GA 2005 C 2006
Ensured seamless project engineering processes by effectively reviewing shop drawings, coordinating construction activities with subcontractors, drafting RFIs for review, and authoring proposed change orders for distribution to appropriate parties.
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