FINANCIAL ADVISOR Resume Scottsdale, AZ - Hire IT People

PROFESSIONAL HISTORY:

FINANCIAL ADVISOR

Confidential, Scottsdale, AZ

Responsibilities:

Provide portfolio management of 3MM utilizing alternative investment strategies for a small group of investment households.
Create investment plan strategies and developed proprietary investment models for client portfolios.

FINANCIAL ADVISOR

Confidential, Chandler, AZ

Responsibilities:

Identified and developed portfolio solutions including customized investment management programs or built portfolios through open architecture.
Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
Presented Strategic alternative for current assets and lending services in addition to qualified plan solutions and corporate plans.
Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.
Assisted clients in taking full advantage of brokerage/banking solutions to deepen the relationship and offer better client satisfaction.
Advised clients quarterly and annually on portfolio performance ensuring clients needs aligned with projected results.

CLIENT SERVICE ASSOCIATE

Confidential, Scottsdale, AZ

Responsibilities:

Assisted current and prospective clients in learning about the currency trading market by holding online seminars, phone consultations and writing investment articles for third party ad sponsored websites.
Called out to unfunded accounts in order to bring assets to the brokerage firm.

CLIENT SERVICE REPRESENTATIVE

Confidential, Phoenix, AZ

Responsibilities:

Provided call handling, administrative and concierge duties for 10+ small companies on the floor
Provided currency forecasting research to both professional, retail, and third party investment websites using both quantitative and fundamental analysis.