Financial Representative Resume Example
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Sedgwick Claims Management Services, Inc. – Mountain Grove , MO
· Place Mutual Fund, Equity, and Option trades for clients. · Responsible for educating clients on services provided by Fidelity as well as guiding those clients through the necessary procedures to accomplish their account needs. · Provide expertise and help clients recognize their financial situations. · Collaborate with specialist groups to provide the best customer service for all clients' needs.
H&H Chevrolet – Omaha , NE
· 30-member student run entrepreneurial venture as part of first year curriculum · Communicated business plans and weekly progress reports through PowerPoint presentations · Designed and published final report and presented to faculty · Exceeded weekly sales quota · Presented rocket pitch and proof-of-concept pitch
Arthur J Gallagher & Co. – Lafayette , CA
Focus on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million.
Provide website and product guidance to clients processing options, equities, mutual funds and fixed income trades.
Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant.
Collaborate
with internal business partners to research and resolve complex client
requests.
Fidelity Investments – City , STATE
Babson College - City, State
Series 7 Exam
Series 63 Exam
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Resume Overview
School Attended
- Babson College
Job Titles Held:
- Financial Representative
- Sales Manager
- High Net Worth Associate
- Senior Fund Accountant
Degrees
- Bachelor of Science : Finance , 2010
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