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CV Financial Advisor @ JPMorgan Chase Investment Services

 
Financial Advisor @ JPMorgan Chase Investment Services

Resume built for oil and gas job opportunities by a jobseeker with experience in Financial Advisor @ JPMorgan Chase Investment Services - would you like to offer this candidate a job/contract employment?

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CV/Resume ID no.: 77725

Location (Residence): Baton Rouge, United States
Citizenship: United States
 
Languages:
  Native: English United States
  Other: None
 
Education & Experience: Work Authorization & Relocation:
Education:
  Masters in Masters of Business Administration

Years of Experience: 22 years
Authorized to work in:
   United States
Present Location:
   USA, Baton Rouge
Relocation:
   Anywhere (International)
 
Expertise
Category Subcategory Ability Experience
Management Asset Management Expert 30 years
Operations Process Experienced 4 years
Marine (Ship) Crew Basic 35 years
Operations Control Room Operator Experienced 4 years
Commercial/Financial Analyst (Business) Experienced 2 years
 
CV/Resume Details
 
1. Summary (Cover Letter) - CV/Resume Part 1 [Mandatory]

Highly motivated professional with proven experience in diverse areas including conflict resolution, nontraditional results, and production. Possess strong team leadership, communication, and interpersonal skills with ability to analyze, create and implement resolutions while managing projects through to completion. Highly reliable and flexible, individual that is in search of a career position.

2. Work Experience - CV/Resume Part 2 [Mandatory]

Oct 2006 – Nov. 2007 JPMorgan Chase Investment Services Baton Rouge, LA
Financial Advisor
Advise individual clients on meeting investment goals through assessment and profiling while using a wide range of investment products.
Create and use multiple goals for Personal Bankers as incentives for referrals.
Managed assets for the clients of three JPMorgan Chase branches.
July 2002 – Oct 2006 Chemtura Corp. (formally Uniroyal Chemical) Geismar, LA
Chemical Operator (Celogen Azodicarbonomide Unit)
 Converted acid slurry to Celogen AZ powder.
 Was responsible for adjustments to particle size to meet specifications.
 Worked on independent team to streamline paperwork and reporting.
Oct. 00 - July 2002 Merrill Lynch, Pierce, Fenner & Smith Baton Rouge, LA
Financial Advisor, Certified Financial Manager
 Made investment decisions for a variety of clients in a variety of financial products.
 Consulted and advised investment groups on portfolio investing.
Held Series 7 and Series 63 Securities Licenses.
Apr. 00 – Sept. 00 Washington Consulting Memphis, TN
Consulting Manager
 Consulted under contract to Commerce Capital Management.
 Provided performance reporting and securities transactions settlement resolutions.
Provided Omnibus account management as well as training on systems operation.
Jan. 00 – May 00 Christian Brothers University Memphis, TN
Full Time Student
 Masters of Business Administration
Specialization in Finance – 3.75 G.P.A.
Feb. 97 – Jan. 00 National Commerce Bancorporation Memphis, TN
 Oct. 98 – Jan. 00 Trust Department Supervisor – Supervised reconciliation of $ 3 Billion trust department equity and cash position with custodian.
 Sep. 97 – Oct. 98 Mutual Fund Trader (Equity & Fixed) – Dealt with all aspects of mutual fund administration, including compliance and financial reporting.
 Feb. 97 – Sep. 97 Capital Markets Group Full Service Representative – Traded Fixed and Equity positions for individual clients.


3. Education & Training - CV/Resume Part 3 [Mandatory]

Christian Brothers University Memphis, TN
 Masters of Business Administration, May 2000
Baylor University Waco, TX
 Bachelor of Business Administration, Finance - December 1990


4. Computer Skills - CV/Resume Part 4 [Mandatory]
Windows Suite, SAP, 10 Key
5. Other Skills - CV/Resume Part 5 [Optional]
N/A
6. Additional Information - CV/Resume Part 6 [Optional]
Windows Suite, SAP, 10 Key

 

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Financial Advisor @ JPMorgan Chase Investment Services
CV/Resume ID no.: 77725

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