Resume Templates: Account Director

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Resume Templates: Account Director


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Rosa Parks

90 Red Roof Inn Curve Primary, ME, 07355

Cell: (555) 987-1234

example-email@example.com

 



Summary


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.

 



Highlights



  • Friendly

  • Analytical

  • Knowledgeable

  • Fast typist

  • People-person

  • Financial expertise

  • Decision-making attributes

  • Microsoft Office

  • Good spoken and written communication skills


 



Work Experience


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.


 



Education


2004 Jackie Chan Technical College, Primary, ME Masters, Finance

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