COMPANY	POSITION HELD	DATES WORKED
Chessman Wealth Strategies	(Confidential)	12/2006 - 6/2007
Security Benefit	(Confidential)	9/2001 - 10/2004

SCHOOL	MAJOR	YEAR	DEGREE
Washburn University	Business Administration	2004	Master Degree
Washburn University	Finance	2003	Bachelor Degree

Highlights:

•Traded equities and fixed income products for 200 clients with a zero error rate•Analyzed mutual funds for purchase in managed accounts and updated preferred fund list resulting in higher returns than the market average•Evaluated client portfolios and determined suitable investments •Supervised all compliance issues for office; implemented new systems to streamline processes and substantially reduce costs•Ran performance and ad hoc reports from Advent database effectively illustrating portfolio performance to clients•Lead company wide weekly status meetings•Created, managed and implemented cross functional systems manual used for all new hire orientation

Companies I like:

Morgan Stanley, Standard and Poors/Moody's/Fitch, Hedge Funds, Mutual Fund Companies, Exchanges

P&L responsibilities
Presentation
Technology Solutions
Sales Support
Leadership

• Equity Analyst
• Assistant Fund Manager
• Product Specialist
• Product Manager
• Sales Specialist

Traded equities and fixed income products for 200 clients with a zero error rate Analyzed mutual funds for purchase in managed accounts and updated preferred fund list resulting in higher returns than the market average Evaluated client portfolios and determined suitable investments