Investment Advisor Resume Tyler, TX - Hire IT People

Qualifications Summary: An experienced professional with more than 25 years in the Financial Services industry maintained between investment and lending roles. Activities have primarily involved the portfolio management of intangible assets such as loans, insurance products, securities and derivatives.

Turned around failing lending branches Reviewed financial data to make quality business decisions Monitored call quality to verify customer service Developed customized collection techniques Achieved success as measured by budgeted metric goals Conducted presentations to groups as large as 60 Oversight of cashiers daily cash and trial balance Managed and mentored teams Majored in Finance, minors in Accounting and Economics

Experience Highlights:

Management and Training

Mentored collection and lending teams of four to eight persons
Trained collectors and loan officers to exceed collection, lending and sales goals
Instructed advisors individually and in groups on advanced planning techniques

Collection and Lending

Performed credit analysis, employment and residential verifications to qualify applications
Maintained authority for consumer, real estate and small business loans
Utilized telephony systems to fulfill collection, loan and sales objectives

Investment

Provided investment guidance to medium and high net worth clients
Anticipated client risk and directed towards better estate solutions
Evaluated retirement benefit plans to assess compliance and fiduciary management standards
Designed investment strategies to mitigate taxes for tax sensitive clients

Data analysis

Investigated corporate fiscal results utilizing fundamental analysis techniques
Assessed cash flows on investments with time value of money concepts, net present value
Knowledge of EVA and WACC metrics
Familiarity with Microsoft Office suite

Employment History

Investment Advisor, Confidential, TX Investment Advisor, Confidential, Tyler, TX Investment Advisor, Confidential, Inc-Bedford, TX Investment Advisor, Confidential, Inc-Hurst, TX Investment Advisor, Confidential-Bedford, TX Broker Trainee, Confidential-Dallas, TX Mortgage Loan Officer, Confidential-Bedford, TX Loan Officer and Associate Manager, Confidential-Dallas, TX Collection Agency Manager, Confidential-Prairie Village, KS Collections Manager and Loan Representative, Confidential-KC, MO FHA/VA Inspector and Collections Assistant, Confidential, OP, KS Collections and Loan Representative, Confidential-Prairie Village, KS

Education & Training B.B.A. Finance Adult Volunteer Cub Scouts Series 7 General Securities License Series 63 (USALE) State Securities Registration Texas General Lines Life and Health Insurance License Texas General Lines Property & Casualty Insurance License

Community Involvement YMCA Athletic Coach

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Investment Advisor Resume

Tyler, TX

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