marcus trescothick financial advisor city state 0000000000 emailemailcom summary highly motivated enthusiastic management professional many years international experience various corporate roles different multinational firm specially high level ethical professional standards whose career objective organization highly competitive market enhance professional skills finance helps take job responsibilities benefits firm well self work experience 201208 present financial advisor kelly services building maintaining client base regular prospecting keeping current client uptodate seek new clients ongoing basis obtaining current accurate data prospective client order identify propose best solutions relevant current circumstances portfolio using appropriate software presenting financial protection planning recommendations clients preparing interpreting clients various information investment performance reports financial document summaries income projections ensuring application requirements accurately fully completed order meet regulatory company requirements conducting regular reviews clients circumstances ensure current policies continue meet needs identify additional opportunities maintaining positive relations team members submitting activity ad hoc reports management requested 200908201207 financial advisor bmo financial group listened analyzed provided guidance team members clients address unique challenged situations resulted optimal decisionmaking client solutions helped clients psychologically navigate tumultuous economic climate become comfortable investment strategy based risk tolerance collaborated areas firm including asset management banking consulting investment banking meet client investment goals designed implemented new sales process mitigated risk increased overall returns clients design implementation new investment planning process managed optimization sales investment processes identified requirements set goals clear measurable achievable created checklists crosschecks timeline implementation communicated stakeholdersclients plan timeline methods evaluation identified threats strategized contingency plans implemented plan monitor results utilizing checklists crosschecks developed controls maintain improvements provided regular status updates regarding process results analyzed data identify improvement opportunities identified lessons learned integrated future plans collaborated areas firm meet client goals 200702200907 junior relationship manager bank nova scotia generated new business achieve defined sales targets contributed proactively towards growth investment services maintained high standard customer service order increase banks