877 Butternut Lane
Oblong, IL 62449
(222)-554-4682
j.jordan@emailaddress.com
Job Objective: Looking for opportunity to perform as Economical commitment Strategist.
Highlights of Qualifications:
Wide encounter in creating and applying investment strategy
Profound information of capital markets
Sound information of pension and pension living programs
Familiarity with common and institutional funds
Proficient with Zephyr, Bloomberg, Ibbotson, Morningstar and data source control tools
Wide information of set earnings research, prosperity management
Good understanding of set earnings marketplaces and portfolios
Ability to perform well with customers
Ability to manage investment profile management
Ability to provide prosperity control advises
Professional Experience:
Investment Strategist
Bank Of The united states, Rectangular, IL
August 2007 - Present
Proposed resource allowance and investment ideas to customers.
Worked with Economical Consultants to create customer demonstrations on economic perspective.
Developed investment possibilities to meet clients’ financial goals.
Reviewed available investment choices and suggested additional investment choices for company.
Performed rebalancing of blend resources on regular basis.
Defined investment policy claims for customers.
Assisted in cross-selling financial services.
Provided classes to Economical commitment Experts as needed.
Investment Strategist
Regions Economical Organization, Rectangular, IL
May 2004 - This summer 2007
Proposed resource allowance techniques for customers.
Provided non-traditional resource model suggestions to financial panel.
Worked successfully with Economical commitment Alternatives Team and Portfolio Management Team.
Provided advice to customers on investment control techniques.
Assisted in worker training, efficiency assessments, special offers and cancellations activities.
Assigned perform to associates and required business guidelines.
Participated in presentation events.
Identified new work at home possibilities with customers.
Education:
Bachelor's Degree in Finance
Charleston Southeast School, Charleston, SC