Investment Specialist Resume Jacksonville, FL - Hire IT People

SKILLS:

Bloomberg Certified: Certified in Equities, Commodities, and Fixed Incomes (Business Fluent)

Data Analytics: Proficient in the following software’s and programs Eviews, MATLAB, STATA, and SAS

WORK EXPERIENCE:

Confidential

Investment Specialist, Jacksonville, FL

Responsibilities:

Performed well in the self - study program, that led to successful completion of the Series 7 & 66 examinations as well as the continual progress in the Confidential curriculum.
Analyzed client situations, and utilized Confidential self-directed products to give the client the exact account for use and to create a better client experience; which resulted in $1M in new money.

Confidential

Reporting & Implementation Intern, Jacksonville, FL

Responsibilities:

Completed various modules that attribute to proficiency in various data-based programs such as Linux, SQS, Java, and C++.
Performed Profit-and-Loss analysis reports for the Black Diamond Wealth Management Software Division, saving them around $25,000 with innovative solutions to cut costs and retain efficient production.
Maintained outstanding relationships with Private Wealth Managers, such as: Grisanti Capital Management, Fairway Wealth Management, and Buttonwood Financial Advisors.

Confidential

Financial Advisory Intern, Jacksonville, FL

Responsibilities:

Assisted with networking, community involvement, and client services as allowable in assigned projects and presented my financial opinions to the head advisor; Brought in 300 new clients for my Financial Advisor with assets ranging from $25,000 to $2.5 million.
Created mock portfolio reports from clients who focused on the growth of their assets; helped one client increase his portfolio by 12% with an initial investment of $9 million.

Confidential

President, Tallahassee, FL

Responsibilities:

Engage students in setting academic goals and monitored their progress made to achieve academic success.
Arranged workshops on effective study habits and facilitated sessions to enhance test preparation skills.
Doubled student roster from 160 to 320 scholars, helped produce 85% of the graduating seniors with full time positions or graduate school admissions for the following academic year.

Confidential

Comptroller, Tallahassee, FL

Responsibilities:

Create and complete daily, weekly, monthly, and quarterly financial reports; manage payroll, accounts receivables and payables; helped our class strategize to double our initial budget of $40,000 to $80,000.
Develop and maintain the Sophomore Class financial policies and procedures; there were no miscounts, or shortages of our budget to show every dollar was accounted for.