High Net Worth Associate Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Current At Risk professional with 8 years experience in various roles including Service, High Net Worth, and Account Escheatment. Skilled in building cross-functional relationship. Adaptable leader with an ability to work independently, and effectively communicate.

  • Series 7 & 63
  • Effective Communicator
  • Caseload Management
  • Complex problem resolution
Fidelity Investments, 01/2013 to Current
Children's Hospital Of The King's Daughters Elizabeth City, NC,
  • Pursued continuous personal growth and knowledge within the company.
  • Conducted investigations and took appropriate actions to resolve concerns and decrease risk.
  • Participated in technology group aimed at finding efficiencies within the role.
  • Ability to effectively communicate difficult and complex topics to client, business partners, and outside partners.
Medical Assistant, 02/2009 to 08/2012
LND University Hospital City, STATE,
  • Worked closely with physicians, nurses, administrative and other various groups to ensure patient's needs were met in a safe and friendly environment.
  • Performed as a medical assistant, Operating room scrub, and health unit coordinator on the labor and delivery and obstetrics emergency services departments.
  • Role included direct patient contact including blood draws, IV placements, fetal monitor placement.
  • Performed well in high stress emergency situations.
  • Ability build relationships in sensitive, often stressful situations. 
Data Conversion Operator, 04/2006 to 09/2008
United States Postal Service City, STATE,
  • Review and process mail pieces that could not be handled via automation.
  • Ability to work independently and effectively. 
Education and Training
Bachelor of Science: Accounting, Expected in 2012
Western Governors University - Murray, Utah
Coursework in accounting with emphasis on public accounting and corporate auditing including review of financial statements and GAAP.
: Biology, Military Science (minor), Expected in
Westminster College-ROTC - Salt Lake City, Utah
Undergraduate coursework in biology with a minor in military science through the University of Utah's ROTC program.
Associate of Science: Medical Assisting, Expected in 2007
Eagle Gate College - Murray, Utah
Coursework and clinical studies to become a medical assistant. Graduated with High Honors. 
Associate of Science: General Studies, Expected in 2006
Salt Lake Community College - Salt Lake City, Utah
General Studies
Associations and Training
  • FidYou 2 year program
  • Society for Leadership and Development (Westminster College)
  • WLG Intensive with Kahilla
  • Asian Employee Resource Group
  • Aspire Group
  • Basic Scrum and Agile training
  • Series 9/10 prep
  • CFP Coursework

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Resume Overview

School Attended
  • Western Governors University
  • Westminster College-ROTC
  • Eagle Gate College
  • Salt Lake Community College
Job Titles Held:
  • Fidelity Investments
  • Medical Assistant
  • Data Conversion Operator
  • Bachelor of Science
  • Associate of Science
  • Associate of Science

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