Thomas Andrew
15th Lane Avenue, Near New church, Georgina
Home: 00658-21589-98754
Cell: 00125-4587-9685
Email: thomas.andrew@iinfo.co.in Career Profile:
Professional and skilled Financial Planning Consultant with extensive knowledge of business planning strategies. Seeking a position as Financial Planning Consultant to utilize my skills and proficiency in a renowned organization.
Professional strengths:
- Possess extensive knowledge of estate planning, investments, risk management and taxes
- Extensive knowledge of Debt management, planning liability and statistical modeling
- Possess strong quantitative and analytical skills
- Ability to synthesize and take initiatives
- Possess excellent communication and sales skills
- Ability to handle multiple clients at one time
- Possess strong organizational and interpersonal skills
- In-depth knowledge of business development and client service
Technical Proficiencies:
- Familiar with major operating systems and the Internet
- In-depth knowledge of Windows XP, Excel, PowerPoint, Word, QuickBooks, Tally and Vista
Professional Experience:
ABC network Inc, Georgina
20XX till date
Financial Planning Consultant
- Handled the tasks of accessing client's assets, tax status, insurance coverage, liabilities and cash flow
- Assigned the tasks of developing and supporting sales of different investment products and services of the organization
- Responsible for analyzing financial requirements for prospective and existing clients
- Assigned the tasks of helping individuals to examine their long-term financial situations
- Handled the tasks of generating business development activities as well as assisting customers
- Assigned the tasks of planning and preparing various policies as well as financial reports
- Responsible for generating methods and procedures for analyzing financial data
- Assisted clients by providing advice and solutions regarding investments
- Provided service to customers regarding audit and project management
Financial Network Co Inc, Georgina
20XX to 20XX
Assistant Financial consultant
- Responsible for evaluating financial investments and analyzing financial reports as well as statements
- Assigned the tasks of compiling financial documents and statements
- Handled the tasks of providing profitable advice on investment opportunities
- Responsible for preparing financial policies and plans of the organization
- Handled the tasks of maintaining a good rapport with clients
- Responsible for assisting clients in creating personal budgets and implementing strategies for accumulating wealth
- Handled the tasks of insurance planning and retirement planning
- Assigned the tasks of providing guidelines to investors regarding investment policies
- Performed other administrative tasks as assigned
Educational Summary and Certifications:
- Bachelor's degree in Accounting, Arts and Commerce College, Georgina 19XX
- Master's degree in Finance, Department of Finance, Georgina university, 19XX
- Certification Course in Financial Planning, Institute of Planning, Georgina 19XX
Personal Details:
- Date of Birth: XX/XX/19XX
- Marital status: Single
- Employment status: Full time
Reference:
Will be furnished upon request |