financial services professional resume example with 20+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Astute and experienced in operations mJessicagement, supply chain mJessicagement, compliance, and financial mJessicagement. Detail-oriented professional skilled in working under pressure and adapting to new situations and challenges. Organized and successful at mJessicaging multiple priorities with a positive attitude.

  • Strategic Initiatives
  • Financial Statement Review
  • Compliance Regulations
  • Solution Optimization
  • New Business Development
  • Insurance Industry Knowledge
  • Retirement Planning
  • Risk Reduction
  • Handling Confidential Materials
  • Financial Needs Assessment
  • Supply Chain MJessicagement
  • Project MJessicagement
Work History
12/2020 to Current
Financial Services Professional Charles Schwab Corporation Washington, DC,
  • Provided financial recommendations to clients for savings plans, life insurance policies, Individual Retirement Accounts (IRA), mutual fund investments, and other financial products.
  • Conducted detailed financial reviews for business owners to ensure the appropriate product(s) fit their needs no limited to Buy/Sell cross-purchase plan, Executive bonus arrangement, non-qualified supplemental executive retirement plan, and more.
  • Provided clients with resources and insight on current market conditions and mechanics, trends, and strategies to help guide them to make informed decisions for their financial portfolio.
  • Clearly communicated the risks associated with different investment strategies in an easy-to-understand manner.
  • Kept client financial plans optimized for current market trends and economic conditions.
08/2018 to Current
President Altabancorp Preston, ID,
  • Resolved issues and recommended actions based on compliance reports.
  • Evaluated current operational processes to help develop, implement, and improve practices.
  • Handled incoming calls and emails from customers regarding issues with deliveries.
  • Updated vehicle logs, cargo records and billing statements with accuracy and efficiency.
  • Oversee all aspect of the driver qualification and hiring process per the Federal Motor Carrier Safety Administration requirements.
  • Conducted research on emerging trends within industry and capitalized on finds to improve services, and strategies.
  • Ensure all legal and regulatory documents are filed in a timely manner.
02/2017 to 04/2019
President Altabancorp Salem, UT,
  • Negotiated and arranged transport of goods with shipping or freight companies.
  • Updated clients on cargo statuses by closely monitoring receipt and tracking processes.
  • Determined method of shipment and prepared bills of lading, invoices, and other shipping documents.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Fostered new business through initiating communications with prospective clients via phone and email.
11/2000 to 06/2018
Logistics MJessicager Iqvia Holdings Inc Ada, OK,
  • Planned and supervised shipments from production to end-user and scheduled daily and weekly routes.
  • MJessicaged monthly freight budget.
  • Established business practices and improved processes to increase efficiencies and reduce expense without compromising service levels.
  • Negotiated with various freight companies and received annual contracts, resulting in cost savings of 25%.
  • Monitored and complied with strict budgets by negotiating freight in alignment with needs and specifications.
  • Solved diverse supply chain problems involving numerous sources, logistics and scheduling factors.
  • Determined harmonized tariff classifications by referencing tariff schedules outlined by national and international government officials.
  • Participated in new port of call vendor selection as well as implemented the loading/unloading procedures and all other dock activities.
  • Processed the reverse logistics in a timely manner.
  • MJessicaged all third-party contracts for warehousing, recycling, and logistics service providers both domestic and international.
  • Prepared and processed import and export documentation according to customs regulations, laws or procedures.
Expected in 05/2023 to to
MBA: Finance
American InterContinental University - Schaumburg, IL
Expected in 12/2020 to to
Bachelor of Science: Operations MJessicagement
American InterContinental University - Schaumburg, IL
  • Life, Health, and Variable Annuities Licensed
  • Securities Industry Essentials Licensed
  • FINRA Series 6 Licensed
  • Saint Cloud Chamber of Commerce
  • Lake Nona Regional Chamber of Commerce
  • Cocoa Beach Regional Chamber of Commerce
  • Greater Palm Bay Chamber of Commerce
  • Rotary Club of St. Cloud
  • Rotary International
  • American Business Women’s Association
  • Woman’s Club of St. Could
  • 5-Star Toastmasters

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Resume Overview

School Attended

  • American InterContinental University
  • American InterContinental University

Job Titles Held:

  • Financial Services Professional
  • President
  • President
  • Logistics MJessicager


  • MBA
  • Bachelor of Science

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