|Objective:||To obtain an achievement-driven opportunity to develop profitable relationships with clients while providing insight of optimal investments to fulfill their financial goals.
|Summary of Qualifications:||Over eight years of experience as a Financial Planner for large businesses. Extensive knowledge of financial accounting, planning, and assessing investment properties. Ability to devise and execute investment development strategies to assist clients in creating long-term financial goals with current assets. Excellent verbal and written communication skills to present complex information to client so they are comfortable and familiar with terminology in investment decision-making. Extensive experience in analyzing investment opportunities to present reports on profitability and loss ratios for clients. Ability to work in diverse environments with diverse individual backgrounds and financial status. Certified Financial Planner. Frequent contributor to Money Magazine column, Money Smarts for Investors.|
Financial Planner, February 2005 - Present, Derkin, Harson & Associates Jacksonville FL
Financial Planner, November 2002 - January 2005, Harris, Jenson & Clark Associates Jacksonville FL
University of Phoenix, Jacksonville FL, Masters in Finance
Jacksonville University, Jacksonville FL, Bachelor of Science in Finance
|References:||Available upon request.|