asset management resume example with 18+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary
Financial Analyst with extensive banking experience. Proficiencies include financial modeling and capital and business planning. Excellent at managing multiple tasks and working under pressure. Broad industry experience includes Healthcare, Finance and Legal. Experienced portfolio manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences. My extensive sales experience and professional attitude will enhance your management team.
• Track record of successful work experience for a period of four years
• Sharp quantitative and analytical skills
• Exceptional verbal and written communication skills
• Outstanding presentation and interpersonal skills
• Ability to interact within all levels of the organization
• Ability to deal with ambiguity, solve problems creatively and achieve results
• Commitment to a career in the financial services industry
• Self-starter who displays initiative and accepts responsibility
• Works well under pressure
• Detail-oriented
• Possesses a risk conscious mind set
 • FINRA licenses: Series 7, 63
• Insurance licenses and Series 65
Work History
Asset Management , 05/2001 - 2003
The Paragon Group Hudson, OH,

  • Provided operational support for high-volume financial institution.
  • Utilizing high quality mutual funds and exchange traded funds (ETFs). 
  • Accessed computerized financial information to answer questions related to specific accounts.
  • Reviewed files, records and other documents to obtain information and respond to requests.
Financial Advisor Categories-Wealth Management, 2003 - 2006
Phunware Boston, MA,  Financial Advisor for The Maxim Wealth Management Team. This position is a highly entrepreneurial role, requiring extensive client development, prospecting and consultative selling.Primary Responsibilities Financial advisers provide clients with advice on financial matters, making recommendations on ways to best utilize their money. The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs.
• Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
• Conducting in-depth reviews of clients’ financial circumstances, current investments and future goals
• Analyzing information and preparing plans best suited to individual client’s requirements
• Completing risk analysis
• Researching the marketplace and providing clients with information on new and existing products and services
• Keeping up to date with financial products and legislation Qualifications
Sales Director, 2006 - 2012
Orbital Engineering, Inc. Houston, TX,
  • Combine entrepreneurial drive with business-management skills to drive gains in revenue, market share and profit performance.
  • Communicate a clear, strategic sales vision, effectively training and coaching both veteran and junior sales team members.
  • Completed and mailed bills, contracts, policies, invoices and checks.
  • Estimated sales proposals and generated customers business and sales contracts.
  • Completed and mailed bills, contracts, policies, invoices and checks.
  • Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as necessary.
  • Planned and executed events and marketing programs, producing qualified leads.
  • Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
  • Accessed computerized financial information to answer questions related to specific accounts.
  • Reviewed files, records and other documents to obtain information and respond to requests.
Field Inspector, 2013 - Current
Mueller Insurance Inspector City, STATE,
  • Completing routine underwriting reports in a timely, efficient manner
  • Recording on site observations in accordance with customer-specific requirements
  • Speaking directly with policyholders
  • Driving to residential and commercial properties
  • Identifying and photographing potential hazards
  • Taking measurements
  • Uploading photos onto our website
  • Creating drawings using field diagramming software
  • Assignments to field representatives are given on a daily or weekly basis 
Masters in Math: Math, Expected in Current
Stony Brook University - Stony Brook, NY
Status -
Bachelor of Science: Math and Business, Expected in 1996
Study Abroad in London, Niagra University - London, England
GPA: Top 10% of Class, With Honors GPA: 3.8
Status - Top 10% of Class, With Honors GPA: 3.8 
Bachelor of Science: Business and Math, Expected in
Niagra University - Niagara Univ, NY
Status -

  • Student government representative
  • Dean's List,
  • Continuing education in
  • Graduated Summa Cum Laude
North Shore Beach Association Restoration and Environmental Development
Articulate, Budgeting, Business Development, contracts, clients, Customer-service, Data management, Dependable, Detail-oriented, senior management, Finance, Marketing, Mathematics, Access, Microsoft Excel, MS Excel, Excel, Microsoft Office Suite, Microsoft Outlook, Outlook Express, PowerPoint, Word, MS Word, Payroll, processes, Project Management, Quick learner, Risk management, Sales Experience, Sales, Statistics, technical writing, trade shows, verbal communication
Additional Information
• Highly skilled in providing academic assistance to assigned students individually and in groups
• In depth knowledge of the procedures necessary to provide students with a better understanding of subject areas
• Provided assistance to students with weak study areas
• Assisted students in acquiring better understanding of targeted weak areas within a subject or a subject as a whole
• Wrote individual tutoring plans in accordance to the individual needs of students
• Maintained confidential student record
• Researched and recommended prudent textbooks and learning materials

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Resume Overview

School Attended

  • Stony Brook University
  • Study Abroad in London, Niagra University
  • Niagra University

Job Titles Held:

  • Asset Management
  • Financial Advisor Categories-Wealth Management
  • Sales Director
  • Field Inspector


  • Masters in Math
  • Bachelor of Science
  • Bachelor of Science

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