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关于金融行业英文简历范文一
Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.
Objective:
Looking for the position of stock broker in a well known and reputed trading company.
Summary:
Skillful, honest and brilliant stockbroker having over than Eight years experience in investing in money, securities and several other financial products on behalf of private, corporate and institutional clients.
Summary of Qualifications
Excellent understanding of the stock market strategies.
Carefully clean U4 securities record.
Superb written and verbal communication skills.
Effective attention to detail, research, organizational skills, and problem solving skills.
Firm to maintain a high degree of confidentiality.
Exceptional ability to promote company success by being courteous to customers, company associates, through a professional appearance and by having a positive attitude.
Excellent computer skills (Microsoft Word and Internet).
Professional Experience
Sun Rise Investors, Brooksville, Florida
Stockbroker, 2004 - Present
Create and maintain new accounts.
Offer high quality customer service in a professional manner.
Carry out trades for customers (over the phone or walk-in).
Put up stock quotes and news to customers.
Record all phone conversation with customers.
Accept stock certificates and customer checks.
Offer all types of customer services for all aspects of account maintenance.
Complete all the pending ACATS transfers.
Help the customers on the Internet when the Internet is down and answer to their questions about Sun Rise.
Keep up with margin delinquencies, record items, work short option report.
Handled margin accounts.
Follow up on leads from potential customers.
Execute other projects/duties as assigned.
Educate customers to working of the market by enabling Internet access.
Sun Rise Investors, Brooksville, Florida
Stockbroker Trainee, 2000 - 2003
Advised properly to private clients, by direct contact, phone and reviewed letter.
Bought and sold for clients.
Made research and find information about the market in domestic and foreign equities, government stocks and securities.
Managed and reviewed portfolio.
According to the information provided by analyst made recommendations on buying and selling stocks.
Underwrote new issues in larger firms.
Education
High School Diploma (1998)
关于金融行业英文简历范文二
Kimberly Clarkson
34th Street, Manhattan, NY 12345TELL：****** Email：
***********
Objective: Seeking a Chief Financial Officer position in a reputed company
Qualifications
. More than 10 years of experience in Banking Relations and Management
. Result oriented banking professional and expert in Business Development, Strategic Planning and achieving target sales
. Excellent oral and written communication skills
. Strong leadership and team-building skills
Experience
Vice President, 2005-present, J.P. Morgan Chase Bank, Boulder Junction, NV
. Planning and coordinating events for new client acquisitions
. Responsible for sales plan development of HNWI (high-net-individuals)
. Developing new clientele of HNWI accounts and retaining existing clients
. Achieved highest sales of investment management accounts in 2007, generating $2 million in fees
Unit Manager, 1998-2005, Citi Bank, Henderson, NV
. Responsible for achieving production targets for new deposits and loans
. Prepared and successfully implemented a marketing plan for sale of credit that includes estate planning, loan disbursement and investment management
. Arranged and conducted training for relationship managers and investment officers as a marketing initiative
Education
M.S. in Business Administration: May 1997
University of New York, WA Major: Finance
B.S. in Finance: May 1995
University of New York, WA
Professional Affilations
Chairmen of American Association of Banking professionals: 2000
Vice-President of American Association of Investment
Analysts: 2004
Kimberly Clarkson
34th Street, Manhattan, NY 12345
TELL：****** Email：***********