LiveCareer-Resume

financial advisor assistant resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

Have creative and innovative marketing strategies. Skilled at analyzing market trends and customer needs to develop highly-effective and targeted marketing campaigns.

Highlights

Accounting and finance

Global marketing


Problem solving

Microsoft Office Suite expert


Experience
Financial Advisor Assistant, 07/2014 to Current
Pinnacle FinancialMount Juliet, TN,
  • Observe interviewing and sales techniques.
  • Assist in preparing presentations to clients and prospective clients, under supervision of financial professionals.
  • Organize and coordinate targeted marketing programs, financial planning seminars and client appreciation events.
Director and Chief Representative Assistant, 09/2011 to 05/2012
Dexis OnlineWashington, DC,
  • wrote concise timely summaries and provided detailed background research.
  • Coordinated interviews and conducted economic, legal, market, and statistic research.
  • Translated legal document, and drafted policy updates and industry overviews from English and Chinese sources.
Project Assistant, 06/2011 to 08/2011
China Beijing Equity Exchange CBEXCity, STATE,
  • Participated in the M&A project works and help to conduct the project introduction meetings.
  • Massive reception and communication works with clients, great boost to interpersonal skills.
Education
MPA. Master of Public Administration: public affairs, Expected in 2015 to University of Texas at Dallas - Dallas, TX
GPA:
MSF. Master of Finance: Finance, Expected in 2014 to University of Texas at Dallas - Dallas, TX
GPA:
B.A: International Affairs, Expected in 2011 to University of International Business and Economics - Beijing,
GPA:

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Resume Overview

School Attended

  • University of Texas at Dallas
  • University of Texas at Dallas
  • University of International Business and Economics

Job Titles Held:

  • Financial Advisor Assistant
  • Director and Chief Representative Assistant
  • Project Assistant

Degrees

  • MPA. Master of Public Administration
  • MSF. Master of Finance
  • B.A

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