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owner advisor resume example with 10+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
Accomplished and results-driven sales professional. Over 6Ā years of leadership and account management experience with sales teams in retail settings and territory sales management. Strategic thinker and proactive problem solver.
Education
University Of Washington Seattle, WA Expected in 2009 ā€“ ā€“ Bachelor of Arts : International Studies - Economics - GPA :
Work Experience
General Services Admin - Owner Advisor
Pasadena, CA, 04/2016 - Current
āž¢Ranked Top 25 Advisor Globally and Top 10 Advisor Nationally 2016-17
āž¢Planned and executed outbound events and sales network activities with companies like Facebook, Expedia, Hotels and Seahawks
āž¢Present creative and sound sustainable energy solutions (financial, technical, lifestyle, practical) to clients
āž¢Work alongside teams from factory production, delivery, marketing and retail operations
ā€‹
JPMorgan Chase - Private Client Banker
City, STATE, 02/2013 - 03/2016
āž¢ Two-time Top 5 Private Banker in Washington award recipient
āž¢ Three-time #1 Private Banker award recipient within Seattle district
āž¢ Managed 150 relationships while acquiring 95 new private banking clients representing $45 million in new assets
JPMorgan Chase - Small Business Specialist
City, STATE, 01/2011 - 02/2013
āž¢ Recognized nationally as a Top 20% New Producer within first 6 months
āž¢ Analyzed businesses to identify risk factors and revenue opportunities
āž¢ Developed client relationships to identify ancillary opportunities (payroll,merchant, HR, credit, and retirement plans)
Additional
  • Certifications: FINRA Licensed Series 6 & 63, Licensed WA Life/Health/Variable Annuity Producer
  • Languages: Greek, English
  • Philanthropic: AHEPA Volunteer, All Saints Camp Board Member
  • Excel, Word and Salesforce proficient 

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Resume Overview

School Attended

  • University Of Washington

Job Titles Held:

  • Owner Advisor
  • Private Client Banker
  • Small Business Specialist

Degrees

  • Bachelor of Arts

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