James Johnson 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 firstname.lastname@example.org
Proactive Stock Broker with extensive experience representing the financial objectives of different types of clients. Provided services to individual and institutional clients alike. Adept at multi-tasking and developing meaningful investment strategies to meet the precise objectives of individual clients.
Well versed in market trends
Proactive problem solver
March 2010 to October 2012 Brown Financial–New Cityland, CA Stock Broker
Represent the needs of institutional investors in identifying solid investments in the stock market.
Oversaw the stock investment needs of three large scale retirement funds.
Worked on a team of three dozen financial planning and investment professionals.
Improved overall value of stock portfolios for clients an average of 16% per annum.
October 2012 to January 2014 Jones Investments–New Cityland, CA Stock Broker
Provided stock purchasing and sales services to individual investors.
Increased the overall value of stock portfolios of clients an average of 15% per annum.
Participated in financial planning team at investment firm that included 20 skilled professionals.
Assisted clients with retirement planning and associated investment strategies.
January 2014 to Present Sawyer Investment Co.–New Cityland, CA Stock Broker
Represented both institutional and high income individual clients in making stock related investments.
Supervised six brokers as the team member designated to manage.
Increased the overall value of clients’ stock portfolios an average of 17% per annum.
Responsible for ensuring overall firm compliance with statutes and regulations associated with investing and the stock market.
2009 University of California, New Cityland, CA Bachelor of Arts, Business Administration