first name last name address city zip phone email financial planner ambitious goaldriven professional bachelor degree business administration securities course currently finishing financial planning certificate university name 13 years customer service experience postsecondary environments proven history developing nurturing strong relationships diverse groups clients offering robust analytical research organizational skills coupled strong technical methodical aptitude effective communicator quickly builds trust confidence exchanging vital information across numerous departments stakeholders guarantee pinpoint accuracy aggressive identifying resolving inefficient processes excelling fastpaced environments little supervision areas expertise client retention relations securities transactions sales investment planning risk assessment reporting documentation records management portfolio management data management customer service financial analysis leadership motivation process improvement computer skills microsoft office suite cognos sct banner lotus notes html databases education certifications institute namecity financial planning certificate relevant coursework personal financial planning taxation planning certificate name date date key project developed corporate social responsibility report company name performed detailed financial analysis researched alternative energy options reviewed operations energy saving opportunities presented report director marketing manager company name degree name date relevant coursework investment risk management integrated mis macroeconomics strategic management diploma business management date relevant coursework accounting mathematics finance technical reporting leadership associate certificate certificate human resources date date institute name derivatives fundamentals options licensing securities course relevant experience date date date title company namecity date acquired fostered maintained client relationships advised perspective clients cold calling key achievements performed 100 calls every 4hour day achieved great success rate streamlined potential client list introducing excel spreadsheets