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Investment Specialist Resume

SUMMARY:

Accomplished business analyst experienced and educated in high level budget and business analysis. Proven history of accomplishments in team leadership, budget creation, project management and worksheet analysis.

SKILLS:

  • Excel Proficiency
  • Communication
  • Team Leadership
  • Strategic Budgeting
  • Business Analysis
  • Time Management

EXPERIENCE:

Investment Specialist

Confidential

Responsibilities:

  • In my first month of production I reached 200% of the goal, out pacing my team by 50%.
  • During the training process I complete both my Series 7 and Series 66 in the time allotted for just the Series 7.

Special Events Aide

Confidential

Responsibilities:

  • In addition to planning and managing several events;
  • I created a dynamic, excel based, strategic analysis to evaluate the success of the events.
  • I was recognized for exceptional work by a first of its kind performance based bonus.

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