Financial Advisor resume examples

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Skillful Financial Advisor resume

Ashley Nicole Porter
Professional Summary

Business Administration undergraduate student athlete with several years of professional background in customer service and business fields. Areas of specialization include finance, marketing and sales. I am an innovative individual with strong work ethic and ability to build lasting client relationships. Excellent communication and presentation skills. Talented in gathering, analyzing and defining business requirements to understand operations, needs and expectations.

Skills
  • Reliable
  • Team Player
  • Adaptability
  • Time Management
  • Ability to Work Under Pressure
  • Excellent Written & Verbal Communication Skills
  • Retail management
  • Data Entry
  • Currency transaction management
  • Customer service
  • Product Knowledge
  • Microsoft applications proficiency
Work History
07/2018 - Current Co-Owner Operator | Porters ProShop & Bowling Academy - Hampstead, MD
  • Maximized customer service and satisfaction by providing products and services to bowlers.
  • Conducted inventory, stocking and merchandising to track supplies and placed orders.
  • Organized tournaments, leagues and special events for customers and other athletes.
  • Created appointments for customers, performed regular maintenance for bowling products, educated customers on new and upcoming bowling industry products.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Communicated with customers via phone and email to confirm appointments and respond to inquiries.
09/2019 - Current Retail Management Associate | T Rowe Price - Owings Mills, MD
  • Processed IRA and Mutual fund redemptions, set up new accounts for new clients, worked with customers to understand and resolve issues with accounts.
  • Reviewed forms, legal documents and certifications to verify documentation to support redemptions and transfers.
  • Updated customer profiles with any new information for accounts, and called customers for clarification on activity for accounts.
06/2018 - 09/2019 ICU INOB Specialist | Toyota Financial Services - Owings Mills, MD
  • Performed various administrative functions, including emailing dealerships and auctions, investigating title issues, vehicle holds and training other team members to help in my position
  • Was promoted before finishing training prior to receiving current title
  • My report is high compliance and is crucial to getting aged cars sold as soon as possible
06/2017 - 08/2017 Summer ICU Clerk | Toyota Financial Services - Owings Mills , MD
  • Grounded and termed accounts for leasing contracts through Toyota and Lexus
  • Data entry of current mileage, allowed mileage, rate of miles, return date, ground dealership, payments, charges and fees
  • Worked with multiple team members to send out bills for customer accounts within a timely manner
06/2016 - 09/2016 Financial Advisor | Primerica - Rosedale, Maryland
  • Assisted clients with personal income issues
  • Taught clients how to save and invest their income
  • Sold Life, Auto, Home and other insurance
  • Recruited members to join my team
06/2015 - 08/2015 Front Desk Attendant | AMF Woodlawn - Woodlawn, Maryland
  • Greeted customers entering the bowling alley to understand what each customer wanted or needed
  • Operated a Point of Sale (POS) system to itemize and complete transactions including shoe rental, lanes and food
  • Assisted in helping customers understand and operate scoring system
05/2014 - 08/2014 Hostess | Outback Steakhouse - Owings Mills, Maryland
  • Seated guest and parties at desired table
  • Answered phones and placed guests on Call Ahead Seating list
  • Cleared tables
  • Cleaned bathroom
  • Rolled silverware
05/2012 - 04/2014 Receptionist | Nail Splash & Foot Spa - Owings Mills, Maryland
  • Managed office supplies, organization and upkeep of nail salon
  • Directed guests and routed them to desired nail technician
  • Answered and managed incoming and outgoing calls while recording accurate messages and appointments
  • Maintained a clean reception area, including lounge and nail tech areas
08/2002 - 07/2018 Sales Associate | Bowlers Discount Pro Shop - Towson, Maryland
  • Sell products such as bowling balls, shoes and accessories
  • Clean windows, vacuum and upkeep the pro shop
  • Clean, revive and resurface bowling balls
  • Take inventory once a week
References
  • Rondrea Tillery-Walls, TFS Trainer, Rondrea_TilleryWalls@toyota.com (410) 504-2745
  • Sagirah Wheeler, Primerica District Leader, Sagirah.w@gmail.com, (914) 830-7463
  • Rhea Butler, YMCA Case Manager, rheabutler@ymaryland.org, (301) 641-5245
Education
05/2018 Morgan State University, Baltimore, Maryland Bachelor of Science: Business Administration
  • Member, Grant-Brett Promethean Kappa Tau Honor Society
  • Member, Student Athlete Advisory Committee
  • Morgan State University Bowling Rookie of the Year
  • NCAA Division 1 Student Athlete
  • 2.9 GPA
  • Coursework includes Finance, Economics, Marketing, Business Management, Ethics, International Business, Information Systems and Business Administration.
  • Awarded Bowling MVP
2014 Hereford High School, Parkton, Maryland High School Diploma:
  • Member, FFA
  • Member, Chinese Culture Club
  • Member, National Honor Society​
  • Graduated with Honors​
Accomplishments
  • United States Bowling Congress Youth Star of Tomorrow Award 2014
  • United States Bowling Congress 11 Strikes in a Row for 298 Game
  • Received a Full Athletic Scholarship from Morgan State University and Graceland University
  • Opened Porters ProShop & Bowling Academy
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Job-winning Financial Advisor resume

ROBBIN DECKER
Executive Profile
Capable Accountant successful at managing multiple clients and consistently meeting deadlines under pressure. Extensive knowledge of QuickBooks accounting software and processes. Accurate and timely processing client reports: financial statements, vendor payments, customer receipts, banking activity, collections, reserve study analysis, and other reports request by the Board of Directors. Coordinate client data for tax preparation and CPA yearly audits; data for reserve study specialists and working with Bureau of Indian Affairs (BIA)
Skill Highlights
  • QuickBooks Proadvisor
  • Tax Preparer (CTEC) 
  • Membership (CACM)
  • Proficient in Microsoft Office 
  • Self-motivated
  • Customer-oriented
  • Strong communication skills 
  • Valued team player 
Core Accomplishments
Accounting Skills
  • Assist CPA in IRS resolution applications
  • Operated computers programmed with accounting software to train staff.
  • Decreased labor cost  by training employees to multi-task and be more efficient
  • Researched and resolved billing problems
  •  Investigated and analyzed client complaints to identify and resolve issues.
  • Implement Account Receivable collections procedures  
  • Data Organization
    • Improved office organization by compiling reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions
Professional Experience
03/2007 to 01/2017
Accountant The Lyttleton Company － Rancho Mirage, California
  • Accountable for multiple HOA's and small business including overall customer satisfaction.
  • Developed and implemented efficient accounting, financial and operational systems using the QuickBooks software.
  • Worked closely with the Board of Directors on financial management strategies and problem resolution techniques.
  • Prepared daily reports of accounts payable, accounts receivable, cash and collections.
  • Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
  • Worked with escrow and title companies in close of escrows
03/2007 to 01/2017
The Lyttleton Company Financial Solutions － Rancho Mirage, California
  • Reviewed detailed tax documentation needed to submit accurate corporate returns.
  • Assisted in the preparation of 1040, 1120, 1120S and 1065
  • Working knowledge of Drake and ATX software
  • Prepared all tax returns related to Federal and State payroll
  • Prepared California returns for State Board of Equalization
  • Prepared Offer and Compromise, State Board of Equalization, with 100% acceptance.
02/1995 to 12/2007
Accountant and Financial Advisor Jo'an's － Idyllwild, California
01/1988 to 02/1995
Owner/Operator O'Sullivan's － Idyllwild, California
Managed the daily operations of a multi million dollar full service restaurant
Sold O'Sullivan's to Jo'an's in 1995
Education
Associate of Arts: Accounting
Associate of Science: Business Administration
Associate of Science: Office Administration
Continuous educational programs on corporate and partnership taxation
IRS Annual Filing Season Program. Record of completion has been recorded for 2017
CTEC Annual Filing record of completion has been recorded for 2017
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Experienced Financial Advisor resume

Laura E. Trebatch
Summary
Real Estate professional that's highly adept at building excellent working relationships with other real estate agents, lenders, appraisers, title companies, surveyors and attorneys. Accomplished in contractually representing clients in all manners of purchasing, selling and leasing residential real estate properties. Driven and energetic. Expert Realtor dedicated in giving clients "First Class" professional service and honest advise, enabling them to make sound financial decisions in the sale or purchase of real estate
Highlights
  • Proficient in Microsoft Office, Word, Power Point, Excel and Windows
  • National Association of Realtors
  • Board of Realtors Palm Beach
  • Lead Follow Up 
  • Negotiations expert
  • Experienced Entrepreneur 
  • Experienced buyers/sellers agent
  • Client Management
  • Honest and Ethical
  • Tech-savvy
  • Sales presentations
  • Highly Professional
  • Excellent Communicator 
  • Exceeds Sales Goals
Accomplishments
Consecutive Sales Performance. Within the top three agents at Champagne and Parisi Real Estate. Featured on NBC, The Today Show regarding the South Florida Real Estate Market. Featured on the front page of the Sun Sentinel, "Bargain Homes- $50,000 or Less." Featured as Top Agent 2016 in Top Agent Magazine.
Experience
Entrepreneur/ Realtor/Real Estate Investor 11/2009 to Current Champagne and Parisi Real Estate Boca Raton, FL
  • Generated lists of properties that were compatible with buyer's needs and financial resources.
  • Maintained high referral rates and exceptional feedback from previous clients.
  • Educated clients on the current real estate market and answered any questions they had.  
  • Negotiated price, terms, conditions, inspections and financing.   
  • Wrote Contract Documents, Purchase Agreements and Closing Documents.
  • Pulled Comparables to negotiate on appraisals with the bank and/or appraisers. 
  • Cold / Warm called clients to obtain their business.  Actively followed up with prospects and hot leads.
  • Guided home-buyers and sellers through the process of short sales. 
  • ​Verified legal formalities were completed prior to closing dates. 
  • Followed up with Clients though-out the sales process. Created and maintained a client data base by meeting needs and providing exceptional customer service.
  • Showed residential properties and explained the features, values and benefits of available homes. 
  • Successfully guided home buyers and sellers through the sales and purchase of properties.
  • Promoted property sales through advertisements, open houses and participation in multiple listing services to maximize exposure.
  • Negotiated contracts and coordinated with lenders, attorneys and inspectors.  
  • Personally bought properties, made repairs/improvements and sold for a profit ( flipped properties)
Operations Manager/ Loan Originator/Financial Consultant 02/2004 to 02/2009 Assistant Vice Presient- Colonial Bank Boca Raton, FL
  • Ensure efficient Operation of the branch: preparing audit reports (monthly, quarterly and annually).
  • New Account Reviews, Completing Bank Secretary Act and Suspicious Activity reports daily.
  • Daily audit of regulatory/compliance standards.
  • Risk and Fraud Management
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.
  • Trained employees on cash drawer operation.  
  • Adhered to Colonial Bank's security and audit procedures
  • Collaborated with senior executive management team to establish goals, objectives and strategies.
  • Created, developed, and implemented marketing activities, ensuring that all sales functions align with company vision and support attainment of performance goals. 
  • Motivate employee performance and continuously develop talent through encouragement, feedback and coaching.
  • Responsible for achieving and monitoring aggressive team performance targets, such as productivity, quality, customer satisfaction and fraud losses.
  • Assisted with Mergers and establishing uniformity among new branches.
  • Educator/Mentor on new hires.
  • Traveled/Assisted with other branches that lacked in operational soundness.
  • Significant Achievement: "Excellent" audit rating.
Financial Service Representative 02/2002 to 02/2004 SouthTrust Bank Ft. Lauderdale, Fl
  • Promoting, cross-selling and servicing a full range of financial products and services, with emphasis on establishing multiple account relationships with all clients.
  • Initiating and accepting loan applications for real estate, consumer and other loan products.
  • Significant Achievement: "Champion's Club" for three consecutive years.
  • Top Producer" within South Florida.
Financial Advisor 02/2001 to 02/2002 Morgan Stanley Ft. Lauderdale, FL
  • Received extensive training in financial services, specialized in Retirement Planning.
  • Educated on SEC and NASD rules and regulations.
  • Solution selling, relationship building, and consultative sales.
  • Lead generation through telemarketing and conducting/presented educational seminars to prospective clients.
  • Series 7 - National Association of Securities Dealers' (NASD)
  • Series 66- Combined State Law examination (series 63 and 65)
  • Series 31- Future managed funds
Education
Bachelor of Science May 2001 Florida Atlantic University Boca Raton, Florida Bachelor of Science Degree in Management, Marketing, and Small Business Entrepreneurship
Skills
Relationship building, Lead Development, Marketing, Management,  Proves Sales Record, Advertising, Networking, Vision, Computer Proficient, Task and Time Management, People Skills, Enthusiastic People Person, Advanced Problem-solving,Great Organizational skills.
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