Vice President resume example with 15 years of experience
JessicaClaire
, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Top shelf financial services professional with 17 years of wealth management experience. Highly effective at working with HNW clients of all backgrounds. Friendly and personable with high EQ and adaptable approach. CFA Charterholder and CERTIFIED FINANCIAL PLANNER (CFP) professional with exceptional knowledge in wealth management, estate planning, investment management, insurance, charitable giving, and tax efficient strategies. Specialized in cross-border financial planning for foreign nationals in the U.S. and Americans abroad. 5 years living and working in greater China, and 1 year in Japan.
Skills
Comprehensive goals-based financial planning
Tax-efficient investment management
Direct private equity, private credit, and private real estate
Retirement income planning
Life insurance and annuities
ICapital private placement platform
Business development
Excellent communication skills
Previously Life, Health, Variable Annuity, and LTC licensed
Comprehensive financial planning and wealth management for HNW clients.
Due diligence and implementation of alternative investments, with an emphasis on private placements.
Multi-family office firm with average net worth north of $20 million.
Director of Investments, 10/2016 - 04/2018 Healthpeak Properties, Inc. – , ,
Responsible for developing outlook, investment theses, asset allocations, and investment implementation for more than $650 million in high net worth clients' assets under management.
Served as Chair of the Investment Committee.
Identified weaknesses in fixed income portfolio due to high correlation with equities, and portfolio drift, and replaced ineffective investment managers.
Principal / Venture Capital Advisor, 05/2014 - 10/2016 – , ,
Worked with Saudi Diplomat interested in venture capital investments.
Managed venture capital investment process from deal sourcing, through due diligence, valuation analysis, term sheet negotiations and exit strategy.
Established and implemented early exit strategy outside the typical venture model.
2009-2015 – 3 Graduate Degrees, and living and working in Hong Kong and mainland China.
Financial Reporting Editor, 10/2012 - 02/2014 Us Bank – , ,
English language editor for Chinese financial news reporting service.
Wealth Management Advisor, 09/2004 - 01/2008 First Tech Credit Union – , ,
Comprehensive financial planning, with emphasis on retirement planning.
Designed investment portfolios that met the short and long-term goals of high net-worth clients.
Investment Analyst/Portfolio Manager, 03/2003 - 03/2004 Raymond James – , ,
Managed USD$310M in high net-worth client and trust accounts.
Designed portfolios using individual bonds, stocks, ETF's, derivatives, and managed money investments.
Evaluated portfolio performance using risk analytics, such as Sharpe and Treynor ratios, Jensen's Alpha, hurdle rates, portfolio semi-variance and VaR.
Delivered 13 consecutive months of positive returns in all client accounts with more than 283% cumulative returns in discretionary accounts.
Senior Mutual Fund Analyst, 03/2002 - 03/2003 Larimer Capital Corp – , ,
Created portfolio strategies and mutual fund recommendations based on market and sector analysis.
Authored a national newsletter covering the mutual fund industry and best macro-economic investment strategy practices with the effect of increasing newsletter subscription by 24%
•Increased overall company revenue by 35%.
Comprehensive financial planning and wealth management for HNW clients.
Due diligence and implementation of alternative investments, with an emphasis on private placements.
Multi-family office firm with average net worth north of $20 million.
Director of Investments, 10/2016 - 04/2018 Sparks Financial – Northwestern Mutual Wealth Management Co – ,
Responsible for developing outlook, investment theses, asset allocations, and investment implementation for more than $650 million in high net worth clients' assets under management.
Served as Chair of the Investment Committee.
Identified weaknesses in fixed income portfolio due to high correlation with equities, and portfolio drift, and replaced ineffective investment managers.
Principal / Venture Capital Advisor, 05/2014 - 10/2016 – ,
Worked with Saudi Diplomat interested in venture capital investments.
Managed venture capital investment process from deal sourcing, through due diligence, valuation analysis, term sheet negotiations and exit strategy.
Established and implemented early exit strategy outside the typical venture model.
2009-2015 – 3 Graduate Degrees, and living and working in Hong Kong and mainland China.
Managed USD$310M in high net-worth client and trust accounts.
Designed portfolios using individual bonds, stocks, ETF's, derivatives, and managed money investments.
Evaluated portfolio performance using risk analytics, such as Sharpe and Treynor ratios, Jensen's Alpha, hurdle rates, portfolio semi-variance and VaR.
Delivered 13 consecutive months of positive returns in all client accounts with more than 283% cumulative returns in discretionary accounts.
Senior Mutual Fund Analyst, 03/2002 - 03/2003 Blue Sky Advisors – ,
Created portfolio strategies and mutual fund recommendations based on market and sector analysis.
Authored a national newsletter covering the mutual fund industry and best macro-economic investment strategy practices with the effect of increasing newsletter subscription by 24%
•Increased overall company revenue by 35%.
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