Sample Resumes

Academic Background

• Achieved Bachelor of Arts Degree in Economics with specialization Business Management from the Iona College, Iona, NY, in the year 1992.

Computer Programming Skills

• Knowing Office Package: Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint and Microsoft Outlook Express.
• Knowing Operating Systems: Windows9X, Windows2000, Windows ME, Windows XP and Windows Vista.
• Knowing IBM PC, Lotus 1-2-3, MS-Dos, WordStar, JERSEYPRO and Lotus Macros.

Other Skills

Effectively completed CAD Financial Advisor Sales Education and achieved Advanced Training Diploma Program certificates from Princeton, NJ.

Professional Background

Since 2004 working as a Financial Consultant in the Consumer Markets of CAD FINANCIAL Advisors, Princeton, NJ and is responsible for the following:

• Generate $10 million client base with the help of aggressive and consistent prospecting campaign.
• Successfully set up portfolios including inventory, bonds, mutual funds and insurance products for an exceeding 250 clientele.
• Formulated and applied financial policies, plans and operations through account organization and development.

From 2000-2003 worked as a Sales Associate and efficiently handled the following operations:

• Directly got involved with the company's top financers, high profile net value individuals for future business associations.
• Procured $25,000 as commissions for the best producer all the way through new account openings.
• Scrutinized on hand portfolios, supporting in advancement of accounts.

From 1995-1999 worked as a Customer Account Representative and efficiently handled the following duties and responsibilities:

• Organized, supervised and maintained more than 25,000 accounts in the areas of business settlement and commercialization, NASD policies and rules, and customer inquiries.
• Recommended upper management authorities about the performance of subordinates.
• Acted as connection between sales strength and New York operations.