high net worth associate resume example with 14+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary
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.
Skills
Series 7 & 63
Effective Communicator
Caseload Management
Complex problem resolution
Experience
01/2013 to Current
Fidelity InvestmentsChildren'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.
02/2009 to 08/2012
Medical AssistantLND 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.
04/2006 to 09/2008
Data Conversion OperatorUnited 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
Expected in 2012 to to
Bachelor of Science: Accounting Western Governors University - Murray, Utah GPA: Coursework in accounting with emphasis on public accounting and corporate auditing including review of financial statements and GAAP.
Expected in to to
: Biology, Military Science (minor) Westminster College-ROTC - Salt Lake City, Utah GPA: Undergraduate coursework in biology with a minor in military science through the University of Utah's ROTC program.
Expected in 2007 to to
Associate of Science: Medical Assisting Eagle Gate College - Murray, Utah GPA: Coursework and clinical studies to become a medical assistant. Graduated with High Honors.
Expected in 2006 to to
Associate of Science: General Studies Salt Lake Community College - Salt Lake City, Utah GPA: General Studies
Associations and Training
FidYou 2 year program
Society for Leadership and Development (Westminster College)
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