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Sample
ROBERT BROWN
XYZ Inc.
1234 First Street
Suite 567
Anycity, Anystate 85245
EDUCATION :
Any University, UK
M.B.A., Finance, June 1994
Any University of Texas, Austin, TX
B.S., Accounting, June 1988
OBJECTIVE :
Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.
CREDENTIALS :
CFP, 199
NASD 6 And 7
NASD 63
EXPERIENCE :
Financial Advisor, 1995 – Present
L.T.D. Consultants, Tuscon, AZ
Managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of seven years. Conducted company research and analyzed profiles, identifying a number of startups that have yielded significant returns. Monitored account activity online.
Investment Analyst, 1989 – 1994
Hoover Associates, Portland, OR
Prepared investment analyses for clients, including several with more than $500M in total assets under management. Communicated with sell-side analysts and company management. Assessed economic trends. Selected and monitored investments in bonds, banks, automotives, and biotech.