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James Johnson 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 example-email@example.com
Summary
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.Highlights
- Client focused
- Well versed in market trends
- Excellent communicator
- Proactive problem solver
- Thoughtful planner
- Efficiently responsive
Work Experience
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.
- 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.
- 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.