123 Any Town · USA 98109
[email protected] · (425) 555.0139
Summary of Qualifications
- Extensively handled client portfolio management tasks
- Possess comprehensive knowledge on portfolio investment environment
- Comprehensive knowledge of QuickBooks and Microsoft Office Suite
- I have an Bachelor’s Degree in Accounting from Community College.
XYZ Investment Services – Any Town, USA 2000 to Present
- I handled and ably managed the company’s several important global accounts amounting to more than $500 million
- I initiated new ideas for investments, marketing and promotion of the company’s products which resulted to a 30% increase in revenues
- I received recognition from the company through various awards
Onthemark Investment Services – Any Town, USA 1997 to 2000
- I maintained strong relationships with several trading firms and investment analysts that benefited the company through minimum costs to trading and gaining maximum profits in return.
- I developed several models for earnings growth and used them with excellent results in analyzing the company’s growth.
- I handled the evaluation of quantitative stock selection models, which the company has implemented in managing about $4 billion in global equity portfolios.