Account Director works to maximize the returns on client broker's account. Purchases stocks, bonds and real estate to add income-producing assets to the client portfolio. Specializes in Fortune 500 blue-ship stock.
Good spoken and written communication skills
April 2005 to May 2007 Dean Barkley Asset Protection – Primary, ME Account Director
– Involved in strategic and tactical planning for wealth management.
– Supervised 143 client accounts delivering returns of 4% annually.
– Recommended new assets to increase wealth portfolio.
July 2007 to August 2010 Estate Planning Associates – Primary, ME Account Director
– Analyzed corporate earnings, sales and profit statements.
– Managed 252 client accounts delivering returns of 7% annually.
– Established performance goals for asset management.
September 2010 to August 2014 Blue Chip Investment Company – Primary, ME Account Director
– Discussed tax benefits of various investments with clients.
– Handled day-to-day management of 399 client accounts delivering returns of 10% annually.
– Reported results in Blue Chip Investment Company quarterly newsletter.
2004 Jackie Chan Technical College, Primary, ME Masters, Finance