Sample Investment Banking Resume (Page 2 of 2) in pdf

Sample Investment Banking Resume Page 2

Financial Consultant (1998 - 2001)

Developed client base through network and seminar marketing. Ensured client retention

by providing strategic investment recommendations based on evaluation of analyst

reports covering fixed income and equity investing. Employed numerous investment

instruments in complex option hedging strategies and trading scenarios, including fixed-

income and equity securities.

Key Accomplishments:

Consistently exceeded established account development and revenue

•

generation goals.

CNA INSURANCE COMPANIES, Hibbing, Minnesota

1995 -1998

Registered Representative

Collaborated with legal and accounting counsel to develop marketing strategies for

estate and business succession planning insurance. Created proposals exhibiting

extensive detail in internal revenue code and estate tax law. Developed solid estate and

tax code knowledge base.

Key Accomplishment:

Executed strategic sales techniques resulting in a solid account base and

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consistent performance above quotas.

EDUCATION AND CREDENTIALS

Master of Business Administration, Finance (2005)

Minnesota State University, Mankato, Minnesota

Bachelor of Science in Business Administration (1995)

Southwest State University, Marshall, Minnesota

Professional Licenses:

NASD Series 7, 6, 63 and 65

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Professional Training:

Dale Carnegie Sales Training

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Account Management Systems

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Leadership & Team Building

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Sample Investment Banking Resume Page 2