LiveCareer-Resume

Vice President resume example with 15 years of experience

Jessica Claire
  • , San Francisco, CA 94105 609 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
  • Alpha, Strategy
  • Bonds, Tax
  • Business development, Valuation
  • Chinese, Venture capital
  • Excellent communication
  • Credit
  • Clients
  • Client
  • Customer satisfaction
  • Derivatives
  • Due diligence
  • Editor
  • English
  • Equity
  • Equities
  • Financial
  • Financial planning
  • Fixed income
  • Insurance
  • Investment management
  • Investments
  • Market
  • Money
  • Office
  • Outlook
  • Negotiations
  • Newsletter
  • Performance analysis
  • Real estate
  • Reporting
  • Seminars
Work History
Vice President, 08/2018 - 12/2019
Array Information Technology , ,
  • 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%.
Financial Advisor, 08/1999 - 09/2000
Blue Sky Advisors , ,
  • Top 10% in production among new financial advisors nationwide.
  • Designed, implemented, and managed clients' investment portfolios.
  • Taught investor education seminars for community outreach and business development.
Mutual Fund Analyst, 08/1997 - 08/1999
, ,
  • Managed an eight-person team that provided mutual fund performance analysis and risk analytics to institutional investors.
  • Achieved the highest customer satisfaction results among department, based on accuracy, timeliness, and ability to adapt to clients' dynamic needs.
Education
Master of Global Management: , Expected in 2014
-
Thunderbird School of Global Management - ,
GPA:
M.B.A: China Business and Finance, Expected in 2012
-
The Chinese University of Hong Kong - ,
GPA:
Beta Gamma Sigma, Dean’s List
M.Sc: Finance, Expected in 2010
-
University of Colorado - Denver,
GPA:
Dean’s List
B.A: Cultural Anthropology, Expected in 1997
-
University of Colorado - Boulder,
GPA:
Work History
Vice President, 08/2018 - 12/2019
Johnston & Associates ,
  • 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.
Financial Reporting Editor, 10/2012 - 02/2014
ChinaScope Financial ,
  • English language editor for Chinese financial news reporting service.
Wealth Management Advisor, 09/2004 - 01/2008
TIAA-CREF ,
  • 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
Larimer Capital Corp ,
  • 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%.
Financial Advisor, 08/1999 - 09/2000
Prudential Securities ,
  • Top 10% in production among new financial advisors nationwide.
  • Designed, implemented, and managed clients' investment portfolios.
  • Taught investor education seminars for community outreach and business development.
Mutual Fund Analyst, 08/1997 - 08/1999
,
  • Managed an eight-person team that provided mutual fund performance analysis and risk analytics to institutional investors.
  • Achieved the highest customer satisfaction results among department, based on accuracy, timeliness, and ability to adapt to clients' dynamic needs.
Accomplishments
  • Chartered Financial Analyst (CFA) Charterholder (2003) CERTIFIED FINANCIAL PLANNER (CFP) professional (2017).
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,
  • Alpha, bonds, Business development, Chinese, Excellent communication, credit, clients, client, customer satisfaction, derivatives, Due diligence, editor, English, equity, equities, financial, financial planning, fixed income, insurance, investment management, investments, market, money, office, outlook, negotiations, newsletter, performance analysis, real estate, reporting, seminars, strategy, Tax, valuation, venture capital
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    Resume Overview

    School Attended

    • Thunderbird School of Global Management
    • The Chinese University of Hong Kong
    • University of Colorado
    • University of Colorado

    Job Titles Held:

    • Vice President
    • Director of Investments
    • Principal / Venture Capital Advisor
    • Financial Reporting Editor
    • Wealth Management Advisor
    • Investment Analyst/Portfolio Manager
    • Senior Mutual Fund Analyst
    • Financial Advisor
    • Mutual Fund Analyst

    Degrees

    • Master of Global Management
    • M.B.A
    • M.Sc
    • B.A

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