Joe James
123 Main St
Boston, MA 02109
(123)-456 7890.
email@domain.com

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.

EDUCATION :
University of Oregon, Eugene, OR
M.B.A., Finance, June 1994

University of Texas, Austin, TX
B.S., Accounting, June 1988