Sample Investment Representative Resume

Posted in Representative Resume Examples

Marco Calvert
319 Roosevelt Wilson Lane
Colton CA 92324

Job Objective Searching for the opportunity to work as an Investment Representative with growing company in which my abilities will be an asset to company.

Highlights of Qualifications:

  • Remarkable experience in the financial industry
  • Profound knowledge of brokerage accounts, products and services
  • Wide knowledge of general finance concepts
  • Thorough knowledge of investment and insurance products
  • Ability to manage confidential information
  • Ability to build relationships and retain clients
  • Superior computer skills and the capability to type 30 WPM
  • Sound communication and sales skills

Professional Experience:

Investment Representative
Zions Direct, Colton CA
November 2006 – Present

  • Build fresh clientele base and marketed various financial products.
  • Extended sound advices to investment personnel and portfolio managers.
  • Aided in the advancement of short- and long-term trading strategies.
  • Guided customers with investments.

Investment Representative
Johnson Financial Group, Colton CA
February 2001 – October 2006

  • Administered client instructions.
  • Imparted information on market activity, company products and customer account data.
  • Offered apt solutions according to customer needs.


Bachelor’s Degree In Finance
Western Oregon University, Monmouth, OR

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