Investment Specialist Resume

Rich Fisher
2540 Rockford Road
Reno, NV 89501
(222)-230-8992
r.fisher@emailaddress.com


Job Objective: To work as a Financial Commitment Professional for the right organization looking for reliable workers. Looking to use my past abilities and expertise in the specialist area in order to help the organization to enhance.

Highlights of Qualifications:

Proficient with financial preparing and investment preparing software applications
Proven use of each and every aspect of a customer's prosperity management
Wide information of investment strategies, insurance, tax, information preparing, pension planning
Ability to teach and favorably impact behavior
Good knowing of resource allowance and profile construction

Professional Experience:

Investment Specialist
Infinity Talking to Alternatives (ICS), Sparks, NV
May 2006 - Present

Be conducted investment strategies in dealings.
Aided self-directed clients.
Assisted full-service clients.
Imparted restricted research and guidance services.

Investment Specialist
TD AMERITRADE, Inc., Sparks, NV
March 2003 - Apr 2006

Managed outgoing phone revenue actions.
Handled Individual goals and required further company growth and applications.
Resolved problems with effective solutions.

Education:

Bachelor's Level in Business Management
New Shirt Town School, Shirt Town, NJ


Investment Specialist Resume