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Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.
Objective: Looking for a challenging position in trading. Qualification Background - Three years of liberal, financial experience.
- Brokerage License, series 7 & 63.
- Developed interpersonal abilities.
- Self-motivated
- Respond well in high-stress environment.
- Able to accomplish immediate and long-term goals and meet operation deadlines.
Work History 2006-Present
ABC ASSOCIATES, Atlanta, Georgia
Fund Accountant Responsible for - Buying commercial paper for private accounts.
- Reporting to Traders and Portfolio Manager on investment cash availability.
- Making records of dividend or interest payments and tracking stocks and bonds.
- Interfacing with banks or brokers concerning trade settlements.
- Reporting/monitoring portfolio security changes.
- Running industry comparisons.
- Preparing performance reports for Shareholders and Board of Directors, utilizing market invoices.
- Analyzing current market conditions and estimating dividend/interest payments and fund expenses.
- Prepare audit papers, assist Public Accounts, price out daily net worth for NASD, Book accounting transactions (securities, shares, receipts, expenses, dividends and disbursements).
Educational Background S. S. K. College, Bainbridge, Georgia
B.A., Accounting Finance, 2005 University of Georgia, Athens, Georgia One year abroad, 2002 Computer Skills Shaw Data and Lotus 1-2-3 References Furnished upon request.
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