Intern To Financial Advisor Resume
5.00/5 (Submit Your Rating)
Falls Church, VA
SKILLS:
- Able to use computer programs SAS and Oracle Crystal Confidential for financial analysis
- Proficient in Microsoft Office including Word, Excel, PowerPoint, Access
- Quick and efficient researcher
- Strong work ethic, dedicated and committed
EMPLOYMENT HISTORY:
Confidential, Falls Church, VA
Intern to Financial AdvisorResponsibilities:
- Created and managed Excel spreadsheets
- Mailroom/shipping and receiving service specialist
- Receptionist support services for various companies
- Accounts payable assistant
Intern to Financial Advisor
Confidential, McLean, VA
Responsibilities:
- Creation of excel spreadsheet to predict client’s income after cash disbursements
- Created client mailings and made client calls regarding portfolios and potential investments
- Researched many stocks and mutual funds
- Appointed to call investment firms regarding investments and fund.
- Operated all office machines
Bag Staff
Confidential, Centreville, VA
Responsibilities:
- Appointed to the position of Driving Range Supervisor
- Performed all duties of daily shift leader
- Responsible to train new employees
