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yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
profit-focused financial advisor specializing in client-driven retirement planning, investments, insurance, and estate planning eager to offer 7 years experience toward maximizing a top-notch employer s bottom-line.
profile of qualifications
integral leader who analyzes individual consumer needs and recommends best financial products for short- and long-term goals.
top-performer who makes decisions to reflect positively on business productivity, corporate well-being, and client satisfaction.
excellent communicator who successfully interfaces with all business representatives and clientele through to executive level.
ambitious self-starter who plans, prioritizes, and manages various tasks within fast-paced, high-pressure environments.
core competencies
key investment advisement fiscal protection / insurance acquisition / retention asset allocation
financial analysis / planning income tax planning services estate planning strategies education savings
retirement planning strategies consultation / needs analysis small business operations commercial real estate
career highlights
recognized for job performance excellence with ameriprise financial s prestigious platinum advisor award for 2008.
achieved 2008 s california market group milestone production award for quarters 2, 3, and 4 of 2008, along with attaining 2008 s competitive riversource protect the dream award.
professional synopsis
crpc / financial advisor
ameriprise financial, inc., long beach, ca 2008 c 2010
utilized broad scope of financial services knowledge to create targeted marketing programs designed to source leads and convert individual and institution prospects into clients, including conducting one-on-one consultations to ascertain key goals.
drove bottom-line results by aggressively promoting sales of mutual funds, stocks, bonds, annuities, life / disability insurance, and retirement plans, along with building and servicing a personal book of clients via quarterly meetings and phone contact.
contributed strong communication talents toward conducting group presentations and financial workshops for affluent prospects and potential centers of influence (i.e. estate planning attorneys, tax preparing accountants) to boost critical revenue.
commercial loan advisor
alb commercial capital, altadena, ca 2005 c 2008
expertly originated commercial mortgages, along with researching and implementing diverse marketing strategies to design and maintain multi-pronged lead generation and customer service systems which were instrumental in garnering and retaining clients.
maximized profits by engaging and leveraging personal / professional networks and attending private / professional functions.
conducted needs analysis with borrowers to determine appropriate strategies, arrange suitable loan packages, and collaborate and consult with clients, lenders, loan processors, underwriters, appraisers, and additional professional teams for property closings.
assistant to the branch manager / residential loan advisor
william gregory mortgage, inc., manhattan beach, ca 2005
played a vital role in building and sustaining business by securing leads, pricing out loan programs, and originating and managing residential financing from application through to closing, including conferring with clients, officers, appraisers, and title officers; clarifying programs and terms; finalizing paperwork; ordering appraisals and title reports; and arranging escrows.
supported management and design firm in creating an innovative, revised company logo.
yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
resume page two
supplemental experience
professional internships
newcastle properties, inc., centennial, co 2004
kennedy / marshall company, santa monica, ca 2003
demonstrated quick-learning abilities within a detail-oriented environment by gaining skills in areas of accounting, hr, administration, marketing, on-site management / maintenance, leasing, brokerage, and insurance.
interfaced with ceo on high-growth, multimillion-dollar properties and complex investment projects, and establish valuable working relationships with senior corporate members.
board positions
board member
kinnickinnic realty, inc., centennial, co 2004 c present
cooperatively lead comprehensive activities toward protecting the company s business interests, including approving operating budgets, property acquisitions, and depositions; formulating general investment initiatives; and directing facets of implementation.
manage investment status by personally touring properties, speaking with maintenance staff, and conferring with executives, along with providing input and analysis during property acquisition and development due diligence.
serve as point person, and liaise directly between ceo, board, property management teams, other company departments.
education & professional development
bachelor s degree in communications university of california, los angeles
cum laude honors; mass media & marketing emphasis
additional professional development
financial analysis / market analysis / user decision analysis / investment analysis for commercial investment real estate
professional designations & licensure
chartered retirement planning counselor (crpc) college of financial planning
certified commercial investment member (ccim) ccim institute
series 7, series 66, life, health, ltc insurance licenses states of california, minnesota, washington, & texas
professional memberships
california real estate broker • phi beta kappa society • ucla alumni association • los angeles world affairs council
global estate planning council networking & marketing group • ameriprise financial, inc. network
elder law group • elder care & estate planning group
community activities
habitat for humanity volunteer
excellent references provided upon request
yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
date
hiring agent name
title
company name
address
city/state/zip code
dear__________________:
i am currently seeking a challenging [ insert job title ] role, and am submitting my resume for your review.
i am excited to build a rewarding career with your company, and am confident that my professional skills, academic credentials, and industry designations can help to achieve your objectives. i can offer 7 years of solid, combined experience in financial / investment analysis, retirement planning, insurance, and estate planning, and am well-versed in all facets of consultation / needs analysis, acquisition / retention, asset allocation, and commercial real estate.
to complement my background, please note that i hold a b.s. in communications from the university of california, los angeles, and attained designations as a certified commercial investment member (ccim) and chartered retirement planning counselor (crpc). i am also licensed in series 7, series 66, life, health, and ltc insurances.
most recently, as a crpc / financial advisor for ameriprise financial, inc., i utilized my broad scope of financial services knowledge to create targeted marketing programs designed to source leads and convert individual and institution prospects into clients, including conducting one-on-one consultations to ascertain goals. within this role, i also aggressively promoted sales of mutual funds, stocks, bonds, annuities, life / disability insurance, and retirement plans, and conducted group presentations and financial workshops for affluent prospects and potential centers of influence (i.e. estate planning attorneys, tax preparing accountants) to boost critical revenue. during this time, i was recognized for job performance excellence with the company s prestigious platinum advisor award for 2008, along with multiple additional awards.
you will find me to be a results-focused professional who can contribute a proven track record of defining key priorities and meeting individual financial targets. in addition, i can plan, delegate, and manage multiple tasks within deadline-driven environments while streamlining business processes to increase productivity, efficiency, and quality. for the sum of these aforementioned reasons, i believe i will prove to be an incredible asset to your company.
i look forward to hearing from you, and thank you in advance for your consideration.
sincerely,
keefe shanahan, crpc, ccim
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