Investments Representative Resumes in US-Massachusetts-Boston: See Resume

Investments Representative Resume

Contact Candidate

Name:

See Resume

Location:

US-Massachusetts-Boston

Experience:

1-3 yrs

Willing to Relocate:

Willing to Travel:

Yes

Most Recent Job Title:

Investments Representative

Personal Website:

Objective:

Find a career that fully utilizes the skills that I have to offer and can bring to an organization

Resume Text:

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ine sales demand
· Authored a 45-page business plan and articulated plan in formal presentation to faculty and peers
WORK EXPERIENCE
FIDELITY INVESTMENTS
Investments Representative August 2004- Present
· Present the concept of proper asset allocation and diversified investing to investors of all skill sets
· Identify suitability and present a wide range of products from different business units to clients
· Initiate and process transfers between Fidelity and other financial firms
· Series 7 and Series 63 Licensed
NORTHWESTERN BENEFIT ASSOCIATES; Boston, MA
Office Assistant May 2003-May 2004
· Manage data entry process of confidential commission information relevant to 50-100 insurance agents and several major insurance providers
· Determine relevance of information regarding insurance industry and organize for agents to access more efficiently
· Arrange individual insurance proposals from multiple carriers and data sources into comprehensive layout then delivered to client
CATERING ON THE CHARLES
Server January 2003-April 2004
· Cater formal dinners, receptions, events
· Assist in food preparation and kitchen activities
CHESTNUT HILL CREATIVE ARTS AND SPORTS PROGRAM; Chestnut Hill, MA
Head Counselor June 2002-August 2002
· Cared for the well being of up to 45 children at one time while involved in numerous activities
· Taught classes of two week duration to 5 – 20 children aged six to eight such as puppet making, soccer, and tennis
CHANNING LAB, BRIGHAM AND WOMEN’S HOSPITAL; Boston, MA
Data Entry Assistant December 2000-June 2002
· Organized and input Nurses Health medical study information in order to track statistics regarding diseases
· Facilitated analysis and coding of thousands of returned surveys
· Coordinated mailings of up to 2000 letters per week
SKILLS
· PC and Macintosh; Microsoft Word, Excel, PowerPoint

INTERESTS
· Theater, bass guitar, violin, hiking, soccer, reading, certified bar-tender, 1 year of ROTC

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