Certified Financial Planner Resume

PROFESSIONAL EXPERIENCE:

Certified Financial Planner

Confidential

Responsibilities:

I offer financial planning emphasizing what clients want out of life.
Extensive training/experience in financial/ estate planning, insurance, investments, taxes, employee benefits and retirement planning.
Have designed investment portfolios using: Stocks, Bonds, Mutual funds, Exchange trade fundsUnit investment trust, Annuities, Life Insurance & Long term care insurance.
Experienced in banking, mortgage and consumer loans, credit issues, payroll personnel/small business cash flow.

Financial Advisor

Confidential

Responsibilities:

Provided comprehensive, individualized solutions.
Deeply served client with a full range of investment products.
Set - up, and supervise a complaint free office, based on Client service, and need base advising.
Guide client in Financial Planning, Wealth Maximization, Income Protection, and Minimizing Taxes.

Maintenance Manager

Confidential

Responsibilities:

Managed $12 million fleet with a $3.4 million budget, 15 personnel with 24-7 operation.

President / General Manager

Confidential

Responsibilities:

International Business Development Coordinator

Confidential

Responsibilities: