Premier Financial Solutions Advisor Resume

SUMMARY:

PROFESSIONAL EXPERIENCE:

Confidential, Chandler, Arizona

Premier Financial Solutions Advisor

Responsibilities:

Portfolio analysis and review, investment recommendations, customer service to sales.
Market data interpretation, portfolio building and trading, large knowledge of stocks, bonds, mutual funds etc.
Managing the highest net worth clientele at the firm ($50,000 to multi-millions in assets).
Involved in monthly mentoring programs to new advisors to the firm.
Consistently a high performer on my advisory teams.

Confidential, Scottsdale, Arizona

Financial Analyst

Responsibilities:

Customer services, cash management, sales, side work, cleaning, opening and closing restaurant.
Extensive memorization, clientele marketing, time management, bar assistance and knowledge.

Confidential, Scottsdale, Arizona

Financial Analyst Intern

Responsibilities:

Worked as part of in-depth financial team that collaborated with company executives to produce financial reporting statements.
Compiled quarterly and monthly reports for Senior Analysts, participated in extensive company excel training classes via the intranet, created complex spreadsheets to determine financial relationships.
Responsible for financial communication with field offices and external organizations, performed template assessments to insure excel functions executed and updated properly, ensured accuracy in executive and shareholder reports (10k, 8k etc.).
Performed price volume analysis, company financial health analysis, competitor analysis (company versus top 3 competitors in the industry).
Participated in multiple group projects, (website redesign, financial internship project, variance analysis project to determine outliers in company financials, etc.).

Confidential, Nashville, Tennessee

Server & Bartender

Responsibilities:

Customer services, cash management, sales, side work, cleaning, opening and closing restaurant.
Extensive memorization, clientele marketing, time management, bar assistance and knowledge.