Financial Advisor Resume
2.00/5 (Submit Your Rating)
Baltimore, MD
SUMMARY:
- Dedicated, self - confident sales professional with five years of sales and account management experience with the second largest investment bank in the world.
- Exceptional success leveraging consultative-sales strengths to identify opportunities, nurture relationships and close deals.
- Outstanding written and verbal communication skills. At all times maintain the highest standards for client satisfaction.
- Series 7, 66
- 31 licenses
- Sales experience
- Investment management
- Revenue Growth
- Web based marketing and traffic analysis
- Public Speaking and presentation skills
- Creative writing
- Web Design
- MS Office
- HTML
- Photoshop
- Dreamweaver
- PowerPoin
PROFESSIONAL EXPERIENCE:
Financial Advisor
Confidential, Baltimore, MD
Responsibilities:- Built a client asset base from zero to $20,000,000 and continue to add new clients.
- Averaged 34% annual revenue growth from November 2004 (completion of Trainee phase) to present due to growth of client base and prudent asset management. Experienced positive revenue growth in 2008 despite the S&P500 posting a negative (-38.5%) return.
- Continually exceed firm’s initiatives to convert revenue from ‘commission on trade’ model to ‘fee based production’ model, with fee-based production, fee-based production percentage and fee based ROA ranking in the 2 nd quintile of FA’s LOE 4-7 years.
Director of New Media
Confidential, Baltimore, Maryland
- Developed and implemented strategies for the marketing and design of all Confidential web sites using internet marketing strategies (search engine placement, affiliate programs, reciprocal link programs), magazine advertising placement, audience-specific email campaigns, attended trade shows geared towards our customer base.
- Directed multi media advertising strategy across print and electronic media to expand awareness of Confidential ’s magazines, publishing, websites and trade shows, working directly with the Publisher, Editor, Director of Advertising, Production Manager, Circulation Director and Show Director.
- Served as the Project Manager and Lead Designer on major redevelopment of nichemag.com, an online wholesale buying environment, included hiring and managing additional contracted programmers and designers. Redesign improved user interface and provided a growing user base of several thousand providing additional revenue model for employer. Designed dynamic, engaging websites and pages for AmericanStyle magazine, NICHE magazine, Buyers Market of American Craft, and other Confidential corporate initiatives using Photoshop, Dreamweaver, HTML. Also created and updated the graphic and written content of all Rosen Media websites.
Web Coordinator and Consultant
Confidential, Baltimore, Maryland
Responsibilities:- Directed email and web based marketing campaigns aimed at fundraising and attracting top faculty and student candidates to Confidential, a pre-first through twelfth grade independent school located in Baltimore City founded in 1897 as this nation’s first country day school.
Live Medical Webcast Producer
Confidential, Owings Mills, Maryland
Responsibilities:- Produced more than 400 medical and health related educational, hour-long, interactive, internet "Q&A web shows" featuring expert physicians from top hospitals across the United States.
- Managed a team which consisted of an Assistant Producer, three medical transcriptionists, a transcript editor, medical review editor, PR/marketing executives, physicians and medical experts for participating hospitals and organizations.
- Acted as program host/moderator, presented audience questions and questions personally prepared through internet research to special guest medical experts, physicians, surgeons.
Cameraman/Production Crew
Confidential, Baltimore, Maryland
Responsibilities:- Operated a live studio camera for 6:30pm and 10:00pm nightly newscasts for Fox news affiliate in the #22 media market in the United States .
- Prepared on - air graphics for newscasts.
- Acted as Floor Director for news updates directing on-air talent.
