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Finance/Business Administration Resume.
John Smith
123 Main Street email: John.Smith@home.net 123-321-2222
Areas Of Expertise
- Deep knowledge of asset management/wealth-development built through six years of hands-on business experience
- Presentation and closing skills delivered through exceptional customer service
- Ability to simplify and resolve complex financial problems
Experience
LFI Capital Management Company 1999-2002
Registered Investment Advisor Ventura, CA
Position – Vice President
Co-managed $5-10 million in domestic equities for private individuals. Selected securities, valued portfolios, traded equities and built personal customer relationships. Developed valuation models and analytical framework for the equity management service.
- Allocated and oversaw $50 million in corporate cash for a large public company – helped to build and maintain the relationship for more than 3 years
- Analyzed more than a hundred companies across various industries using traditional financial statement analysis, qualitative analysis, DCF, break-up and comparative valuation methods
- Won contract offering investment services through 14 branches of a local bank
- Developed a rapidly growing brokerage clientele of 250 accounts – products included mutual funds, stocks, bonds, individual and company retirement plans, insurance and annuities
Leverage Commodity Info, Inc. 1997-1999
Management Consulting Firm and Registered Commodity Trading Advisor Lodi, CA
Position – Database Manager
Provided customized analysis, software, charting and data for clients including Nabisco, Kraft-General Foods, Louis-Dreyfus, C&H Sugar, Frito-Lay and Holley Sugar
- Expanded proprietary database to include numerous unique data sets, particularly in the cash coffee and oilseeds markets
- Created twenty new and innovative products to meet specific customer needs
- Secured Louis-Dreyfus and Frito-Lay as clients
Education
Master of Business Administration, Marketing 2004
Brigham Young University Provo, UT
- 4.0 GPA, 740 GMAT (98th Percentile), Full Tuition Scholarship
- CFA Level 1 Candidate (June 2002), CFA Program Scholarship
- Equity Marketing Club, Vice President
Bachelor of Arts, Marketing, Cum Laude 1997
Brigham Young University Provo, UT
- Major GPA 3.9, overall GPA 3.8
- Numerous scholastic awards including scholarships, Dean’s List, Phi Kappa Phi
- Student Leader of the Year, Student Advisory Council, BYUSA (1995-1996)
- Additional coursework in mathematics, electrical engineering, accounting and physics
Additional Information
Certifications: Registered Representative, SMO Securities Corporation, member NASD, SiPC
Licenses: Series 7, Series 63, Series 65, California Insurance – Life and Variable
Academic: Selected by faculty to teach advanced marketing courses at Utah university
Community / Volunteer: Member, Board of Directors, Ventura Education Foundation (2001-2002)
Missionary, Juneau, Alaska (1992-1994)
Professional Groups: Simi Valley Entrepreneurial Forum
Interests: Art collecting, biking, fishing, skiing, volleyball
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