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Financial Advisor Resume TemplateShane Oyler 2199 Ahston Terrace Tucson, AZ 85608 (913) 555 - 8236 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 & 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. EDUCATION University of Oregon, Eugene, OR M.B.A., Finance, June 1994 Uuniversity of California, Los Angeles, CA B.S., Accounting, June 1988
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