Sample Financial Resume

Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.

Objective:
Seeking a position as the investment or financial advisor with the leading investment organization.

Certificates:
NASD 6 & 7
CFP, 199
NASD 63

Career Experience:

Financial Advisor (July 1995 - Present)
L.T.I.D. Consultants, Tuscon, Arizona

  • Handled a 6-figure expanded portfolio which has experienced minimum 20percent annual increase over the 7-years course.
  • Performed business research and studied profiles, recognizing the number of startups which yielded major returns.
  • Observed account activities online.

Investment Analyst (Feb. 1989 - June 1995)
Hoover Associate, Portland, Oregon

  • Arranged investment analyses for customers.
  • Discussed with company management and sell-side analysts. Reviewed economic trends.
  • Choose and observed investments in banks, bonds, biotech and automotives.

Education Background:

Oregon University, Eugene, Oregon
MBA (Finance), Jun. 1994

Texas University, Austin, Texas
B.Com. (Accounting) Jun. 1988

 

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