(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Financial Professional and dedicated relationship manager with experience in both a retail banking and lending environment as well as investment products and sales.

  • FINRA Series 7 License
  • NASAA Series 66 License
  • SAFE Registered NMLSR ID: 1229203
  • NY State Life Insurance License
Clemson University Clemson, South Carolina Expected in December 2012 B.A : Economics - GPA :


Cb&S Bank - Licensed Personal Banker and Brokerage Associate
Verona, MS, 06/2014 - Current
  • NY State Life Insurance Agent, SAFE Registered NMLSR ID 1229203.
  • Help find suitable products and services for high value clients including referrals to Wells Fargo Partners that span several lines of business.
  • Primary objective included identifying investment opportunities and acquiring new assets for Financial Advisor partners.
Barn Sanctuary - Financial Advisor
Chelsea, Mi, 05/2013 - 06/2014
  • FAIT Program Grad, Licensed Financial Advisor-Current Series 7 & 66.
  • Worked as junior Advisor on a team led by a First Vice President of Investments within the Private Client Group.
  • Primary responsibilities included new client acquisition and on boarding.
Pacific Western Bank - Social Media/Marketing Intern
Pasadena, CA, 08/2012 - 11/2012
  • Managed and maintained social media outlets for a non-profit boy's home.
  • Created new social media platforms to attract future volunteers and potential donors
  • Worked closely with the board of the Group Home to communicate more effective strategies to gain exposure for the cause
GrandSouth Bank - Bank Teller
City, STATE, 04/2012 - 07/2012
  • Acquired customer service skills in dealing with bank customers on a personal and daily basis.
  • Became well versed in bank products and operations
  • Assisted lead teller with compliance responsibilities
GrandSouth Bank - Intern in Bank Operations
City, STATE, 04/2011 - 07/2011
  • Learned and utilized several computer and office-related skills by shadowing head of Operations in the bank's Corporate Office.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job
  • Typos

Resume Overview

School Attended

  • Clemson University

Job Titles Held:

  • Licensed Personal Banker and Brokerage Associate
  • Financial Advisor
  • Social Media/Marketing Intern
  • Bank Teller
  • Intern in Bank Operations


  • B.A

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: