Position	Portfolio Manager, Investments, Wealth Mgmt.
Location Confidential	No
Location	Northeast USA
Willing to Relocate	Yes
Industry	Financial-Banks-Investment&VentureCapital
Function	INVESTMENT-Chief-Officer-Analyst-Trader-Broker
Compensation	$100,000 to $200,000
Resume Summary
Financial and business professional experienced in asset management and regulatory compliance, having managed up to $700 million in funds. Excellent communicator and educator with extensive experience in both business and academic environments.
Resume Body      PORTFOLIO MANAGER, INVESTMENTS, WEALTH MGMT.
QUALIFICATIONS SUMMARY Financial and business professional experienced in asset management and regulatory compliance, having managed up to $700 million in funds. Excellent communicator and educator with extensive experience in both business and academic environments. PROFESSIONAL EXPERIENCE Business & Financial Services • Managed personal trusts and agencies, institutional, charitable, and foundation accounts valued up to $700 million. • Communicated and met with clients to set investment objectives and plan portfolio strategy. • Selected individual securities and asset allocation to achieve growth / income objectives. • Created comprehensive presentations for client meetings to review account performance. • Identified and closed new business opportunities. • Served as lead portfolio manager for in-house equity product. • Responsible for evaluating and recommending action on equity sector. • Developed and maintained an extensive Operation and Procedures Manual; coordinated and conducted training for department personnel on procedural issues. • Served as a resource for internal and external auditors and regulatory officials; reviewed their recommendations to identify procedures needed to ensure compliance and limit liability. • Developed and implemented training program for beginning portfolio managers and assistants. • Conducted a series of investment seminars in the community. • Advised clients as a Series 7 registered representative on the purchase and sale of securities within their portfolios; executed trades. Academic Administration & Education • Developed undergraduate finance and business course requirements, grading and attendance policies, and assignment schedules. • Prepared and delivered class lectures to achieve learning objectives, created homework assignments and projects, administered examinations. • Assisted students in the selection and development of project theses required for completion of undergraduate degrees; evaluated and graded final theses. EMPLOYMENT HISTORY Business and Financial Services Vice President & Portfolio Manager (2005 to present), Portfolio Manager (2004-2005) Quality Control Coordinator (1992-96), Assistant Vice President (1989-92), Senior Investment Officer (1988-89), Investment Officer (1985-88) Account Executive (1983 - 1985) Academic Administration & Education Adjunct Instructor (1999-2001) Academic Coordinator (1998-2000) Teacher, Substitute Teacher (1979-1983; 2001-2004) EDUCATION Master of Business Administration, Concentration in Finance GPA – 3.846/4.0 Bachelor of Science, Education GPA – 3.97/4.0 CERTIFICATIONS AND PROFESSIONAL MEMBERSHIPS Earned Accredited Investment Fiduciaryฎ designation, June 2007 Currently enrolled to acquire CFPฎ certification Member, CFA Institute, Local Society Member, Local Estate Planning Council Member, Local Young Professionals Teaching Certification, Instructional II
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