Senior Investment Associate Resume Example
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SENIOR INVESTMENT ASSOCIATE
Professional Summary
A highly motivated, experienced Senior Investment Associate with skills in
management, client-relationships and marketing. Over 25 year's in the securities industry.
Over 3 year's management experience.
Skilled at handling multiple tasks and projects simultaneously.
Skills
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Work History
Senior Investment Associate, 12/1999 to Current
Company Name – City, State
Company Name – City, State
- Work with (2) senior investment officers and Branch Director in all aspects of the Brokerage Profession.
- Highly proficient in assisting clients with all types of investment account transactions buying and selling on the Stock Exchange.
- Strong communication and organizational skills evidenced by quality customer service and the ability to establish rapport with clients as well as communicate professionally on daily basis by phone, meetings, or letters to clients.
- Skilled with problem solving, focusing on details and deadline oriented.
- Hold responsibility of Notary Public.
Senior Registered Client Associate, 02/1993 to 12/1999
Company Name – City, State
Company Name – City, State
- Held the position of Operations Manager.
- Hired and managed support staff
- Managed daily office operations.
- Assisted Financial Advisors with issues regarding order entry or staff
Education
Series 7, 63, 65, and Insurance Licensed Various Sales Training MSU - Billings: MSU - City, State
High School Diploma: 1977
Laramie Senior High - City, State
Laramie Senior High - City, State
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Resume Overview
School Attended
- MSU
- Laramie Senior High
Job Titles Held:
- Senior Investment Associate
- Senior Registered Client Associate
Degrees
- Series 7, 63, 65, and Insurance Licensed Various Sales Training MSU - Billings :
High School Diploma : 1977
