Financial advisor Resumes in US: Timothy

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Relationship Manager Resume

Financial advisor Resume

Contact Candidate

Name:

Timothy

Location:

Experience:

10+ yrs

Willing to Relocate:

Yes

Willing to Travel:

Yes

Most Recent Job Title:

Financial advisor

Personal Website:

Objective:

To be a valued part of a successful organization that provides solutions to the problems of its clients. To use my 32+ years of experience in tehinvestment world.

Resume Text:

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al Advisor
• Licenses: 7, 31, 65, Florida Life and Variable Products

BANK OF FLORIDA TRUST COMPANY, Naples, Florida 2000 - 2006
Chief Investment Officer

• Devised and implemented a new wealth management business.
• Prepared and reviewed investment programs for high net individuals and charitable organizations.

• Developed and serviced relationships, monitored portfolios and reviewed performance with clients and selected providers of investment management services.

• Educated sales staff and clients on latest market trends.

• Served on bank’s Rate Committee and advised Asset and Liability Committee.
• Set asset allocation policy for client portfolios
• Analyzed and monitored outside investment managers, including private equity and hedge funds

Major Accomplishments:
• Created a unique selling proposition that resulted in assets managed exceeding US$400 Million in a five year period within a saturated market of over 30 competitors in Naples.
• Crafted a business plan that convinced the Office of the Comptroller of the Currency to grant a license in record time.
• Demonstrated value of asset allocation process resulting in significant market successes as well as created specialized investment projects for high net worth individuals seeking unique opportunities.

FLEET INVESTMENT MANAGEMENT COMPANY, Naples, Florida 1997 - 2000
Portfolio / Relationship Manager
• Managed group of high net worth individual portfolios.

US TRUST, Palm Beach, Florida 1990 – 1997
Portfolio Manager / Head of Research

• Hired originally as Head of Research. Additional responsibility as Portfolio Manager added.

TIMOTHY S. O’NEIL PAGE 2
Major Accomplishments:
• Provided strong capabilities for US Trust clients in the derivatives and futures business that resulted in innovative financial solutions and significant client-related acquisitions.
• Successfully researched non-public and micro-capitalized companies for due diligence that resulted in higher customer satisfaction and client retention.

PALM BEACH CAPITAL MANAGEMENT, Palm Beach, Florida 1989 - 1990
Vice President, Portfolio Management
• Managed Balanced Fund.
Major Accomplishments:
• In the second quarter of 1989, had one of the top-performing funds, according to the Wall Street Journal.

Grenville Capital, New York, New York 1988 – 1989
Executive Vice President
• Head trader, responsible for development and execution of sophisticated strategies aimed at UK-domiciled taxable corporate clients.

T. S. O’NEIL & CO., New York, New York 1987
President
• Successor business to that portion of Greenspan O’Neil Associates for which I was responsible.
• Managed client assets, both taxable corporations and high-net-worth individuals, in sophisticated derivatives strategy. Registered with SEC as RIA.

GREENSPAN O’NEIL ASSOCIATES, New York, New York 1984 – 1986
Director of Managed Asset Strategies
• Responsible for Dividend Capture Program.

ROSS CAPITAL, New York, New York 1977 – 1984
Executive Vice President
• Head trader, responsible for development and execution of innovative strategies aimed at taxable corporate clients.

SHEARSON HAYDEN STONE, New York, New York 1976 – 1977
Listed Options Desk, Trader Trainee
• Option strategies & trading

EDUCATION
Princeton University, Princeton, New Jersey, June, 1976
A.B. Degree, Major in Politics; Certificate of Proficiency in Russian Studies

TIMOTHY S. O’NEIL PAGE 3

PROFESSIONAL CERTIFICATIONS

CFP®, NASD Series 7, 31, 66; Registered Principal (not current); Registered Options Principal (not current); Florida Life Insurance and Variable Products; CTFA (not current)

COMMUNITY ACTIVITIES

Princeton Club of Southwest Florida—Schools Committee
Naples Equestrian Challenge—Volunteer
Naples Bears Rugby Club—Assistant Coach; won Florida High School State Championship three times in four years

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