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Financial Manager Resume

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Sample Resume for Financial Manager

 

Chris Smith

123 Main Street • Hometown, MS 00000 • (123) 456-7890 • This e-mail address is being protected from spambots. You need JavaScript enabled to view it

OBJECTIVE

Paralegal / Records Manager position with organization that has room for growth.

QUALIFICATION HIGHLIGHTS

Experienced professional financial manager/investment officer with
8+-year progressive background in financial services positions ranging from Shareholder Services Representative to Assistant Treasurer/Investment Officer with world-class organizations, seeking employment with leading edge financial institution

  • Understand the finer points of investment banking, including online trading and banking, as well as the necessity for providing excellent customer service and care to all clientele.
  • Utilize a wide variety of administrative skills to affect the smooth daily operations of corporate offices, such as travel arrangements, client contact, and word processing, appointment and meeting scheduling, agenda preparation, and development of briefing materials.
  • Maintained responsibility for the management of world-class banking center
  • Advised management to hold investment assets, resulting in increased monthly income
  • Consolidated organizational relationships, resulting in huge cost reduction
  • Diversified company portfolio, resulting in increased return without added financial risk

PROFESSIONAL EXPERIENCE

Offshore Bank
Assistant Treasurer/Investment Officer, 2008
  • Monitored and managed all corresponding accounts and handled projects in online trading and banking.
  • Troubleshot tax, compliance and investment issues and managed purchase and sale of bonds.
Continental Broker-Dealer
Stockbroker,  2007
  • Recruited and hired prospective employees provided new broker training.
  • Solicited new accounts through cold-calling techniques.
Securities Company
Stockbroker,  2005-2006
  • Managed and maintained client files and provided clients with current account information.
  • Interacted with and interviewed company representatives to research and compile company information
Financial Management Company
Stockbroker Trainee, 2003-2005
  • Established study group for trainees+ADs- successfully completed training and earned Series 7 and 63.
  • Conducted 700-900 investment services cold call surveys per day.
USA National Bank, Teller, 2001-2003

EDUCATION

M.B.A in Investment Management, 2000: Maintained 4.0 GPA- Member International Honor Society- Dean's List
B.B.A. in International Business, City University, 1998: Maintained 3.9 GPA- Dean's List

COMPUTER SKILLS

MS Windows, Word, Excel, Internet Research, various PC and Mainframe applications