Investment Manager Resume
Merrimack, NH
2005 - PRESENT INVESTMENT MANAGER
Manage my own portfolio of securities.
Utilize fundamental and technical analysis to research potential investments.
Perform my own trades and monitor results.
2000 - 2005 Confidential, SERVICE/TRADER
Traded securities and assisted customers with service issues in call center.
Licensed (series 7 and 63) and skilled on various computer systems.
Consistently rated top performer in lead development and asset retention.
1998 - 2000 GConfidential, SALES REP.
Developed sales opportunities for this cold-web printer.
Services included bindery, desktop publishing and labeling.
Accounts were self developed and annualized revenue was in excess of $500,000.
1995 - 1998 Confidential, SALES REP.
Accountable for establishing and servicing clients for this commercial printer. Capabilities included cold web and sheet-fed presses, bindery and mailing services. Established an annualized base of revenue of over $600,000.
1993 - 1995 Confidential, ACCOUNT EXEC.
Responsible for selling and servicing clients for this commercial printer.
Capabilities included cold web and sheet-fed presses, bindery, and desk top publishing.
Increased revenue base from $600,000 to $750,000.
1991 - 1993 Confidential, PRESIDENT
Founded this printing firm with a "One Stop Shopping" concept.
Print broker and advertising specialty distributor
Provided clients with any graphic need from design through finished product.
I doubled sales the second year.
1985-1991 Confidential, SALES MGR.
Sold and serviced clients for this computer software/hardware distributor.
Sales volume and the number of clients were dramatically increased.
1983-1985 Confidential, TELEMARKETING MGR.
Managed customer service representatives and maintained telephone system.
Project manager for implementing a new automatic call distribution system.
Developed, produced and taught a telemarketing training course
1979-1983 Confidential, ACCOUNT EXEC.
Sold and serviced a major financial client.
Identified opportunities through detailed research and systems analysis .
Developed and implemented questionnaires and time studies.
Analyzed results and presented recommendations to the customer.
Organized technical and business experts throughout the Bell system.
1977-1979 Confidential, INVESTMENT ANALYST
Advised clients on the management of securities portfolios.
Researched and analyzed securities, companies and industry trends.
Involved high volume of correspondence and the writing of many articles for the
UNITED BUSINESS REPORTS
EDUCATION
M.B.A.
B.S.B.A.