4616 Lindale Avenue
Oakland, CA 94606
Ms. Nancy Liston
Coastal Enterprises, Inc.
2851 Five Points
Baltimore, MD 21202
Dear Ms. Nancy Liston,
I would like to apply for the investment officer position that was recently listed by your company Coastal Enterprises, Inc.
My credentials include a bachelor’s degree in business with a CFA designation. I am a strong communication and can speak to large groups to offer presentations and am able to effectively articulate investment strategies and options to clients. This enables me to build and foster strong relationships with clients while meeting their wealth planning needs. I would also bring with me a strong portfolio and can work in a team setting that is focused on growing investments through the execution of wealth management strategies.
Professional development is something that is inherent in me and this make me extremely passionate about my career choice. In my development I am able to generate sales leads through research and personal contacts while developing a perspective on clients by gathering personal data and information on financial objectives along with the risks. It is vital to coordinate unique portfolio requirements or client situations with the FFB Investment Committee. Implementation of limited customized portfolios for applicable clients is also very important.
My knowledge of investment solutions, risk management, asset allocation and program design is very broad and I use this to the benefit of the clients. My computer skills are top notch and I can work with any of the top investment software packages or online accounts that are necessary.
I would like the opportunity to speak to you in person regarding this listing. You can call me at any time on my cell phone (222)-287-7362.
Resume Attached as MS Word Document