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Intern To Financial Advisor Resume

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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 Advisor

Responsibilities:

  • 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

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