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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx abc@xyz.com

 

yyyyyy x. yyyyyy

 

financial planning | investment management | marketing

yyyyyy x. yyyyyy

profile

 

offering over 20 years experience in financial planning, investment management and marketing, with consistent results in achieving fiscal and organizational objectives. talent for defining and resolving discrepancies to avoid unnecessary cost expenditures. strong leader who excels in training and directing top-performing teams. effectively establish and manage key relationships with decision makers and strategic partners. areas of expertise:

 

 

project management startup operations/development team leadership public speaking

financial analysis risk management regulatory compliance

sales & marketing research and planning resource allocation/administration

 

key achievements

 

  boosted retail sales by 29% overall between 2002 through 2004.

  appointed to lead a project team in the design of the "office of the future," with strong focus on optimizing productivity, efficiency and performance; due to success, it was adopted and implemented nationwide and enterprise-wide.

  served as a keynote speaker at industry or vendor presentations, managed financial education for 34,000 employees and designed curriculum and seminars, further illustrating advanced communication skills.

  demonstrated sharp fiscal administration skills in maximizing use and allocation of financial resources to launch, build and operate a successful fee-based financial planning and investment management firm.

yyyyyy x. yyyyyy

professional background

 

saint rock haiti foundation                                                                                           2006-present

clinic volunteer

  play a key role in supporting a local school in providing quality education programs for students.

  raise funds to provide a hot meal program and various scholarships for students, as well as payment for teacher salaries to ensure exceptional education.

  strategically developed and maintained strong relationships with school officials, community members and volunteers.

 

ing financial advisers                                                                                                   2002-2004
vice-president of branch development

  contributed financial planning expertise and dynamic leadership skills toward building, establishing and managing an expanded financial service capability within all offices nationwide.

  applied sharp business acumen toward successfully launching satellite offices; traveled extensively to ensure smooth operations.

  trained, mentored and motivated senior producers, playing an instrumental role in the development of top performing team members while transitioning from a single product sale to a full financial service shop.

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william johnson                                                                                                  page 2 of 2

yyyyyy x. yyyyyy

 

career background continued

 

 

aetna financial services                                                                                                1997-2001
managing director of financial planning

  recruited to join 8-member team in enhancing retention of existing assets by expanding customer relationships and increasing number of products with each.

  successfully built top-performing personnel vital to supporting enterprise-wide operations by strategically recruiting and effectively interviewing, screening and testing 13 candidates; trained and mentored financial planning specialist to maximize productivity.

  relied upon to lend expertise toward supervising all securities transactions and ensuring critical compliance with all regulations.

  exhibited solid leadership qualities in managing retail sales across all product lines.

  contributed to business development by using proactive prospecting techniques to generate new customers.

 

johnson financial group                                                                                               1983-1997

owner/operator

  applied strong knowledge of insurance policies toward efficiently providing in-depth financial planning advice addressing insurance, investment, income tax, retirement and estate needs.

  acquired valuable knowledge and experience in all aspects of the financial planning process, mutual funds/annuities sales, qualified plans, portfolio design/management and asset allocation.

  proactively built and established key relationships, ensuring retention levels and client loyalty.

  innovatively designed, developed and implemented targeted marketing strategies including seminars, professional associations and municipalities to acquire qualified new clients.

  strategically planned and coordinated workflow to maximize use of resources while controlling costs and meeting customer needs.

yyyyyy x. yyyyyy

education

 

select courses - college for financial planning, denver, co, 1991-1993

yyyyyy x. yyyyyy

professional affiliations

 

president - seniors job bank of west hartford
chair - endowment committee for sjb
member - police review board of west hartford
chair - sustaining committee, unitarian universalist church of west hartford
member - board of directors, camp jewell, hartford ymca
member - allocations committee, united way of greater hartford



 

 


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx abc@xyz.com

 

yyyyyy x. yyyyyy

 

 

 

date

 

 

 

contact name, title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently exploring new career opportunities and to acquaint you with my qualifications, i am submitting my resume for review.  in advance, thank you for your time and consideration.

 

as demonstrated in the accompanying resume, i offer a strong track record in spearheading investment management solutions and driving financial planning operations to generate solid results.  over the course of my career, i:

 

  boosted retail sales by 29% overall between 2002 through 2004.

  appointed to lead a project team in the design of the "office of the future," with strong focus on optimizing productivity, efficiency and performance; due to success, it was adopted and implemented nationwide and enterprise-wide.

  served as a keynote speaker at industry or vendor presentations, managed financial education for 34,000 employees and designed curriculum and seminars, further illustrating advanced communication skills.

  demonstrated sharp fiscal administration skills in maximizing use and allocation of financial resources to launch, build and operate a successful fee-based financial planning and investment management firm.

 

i am now eager to contribute my business savvy, strategic planning skills and dynamic leadership, relationship building and administrative/financial management abilities toward collaborating in your success as a key member of your executive team.  i am confident that i could be a valuable asset to your firm in achieving both immediate and long-term goals, and look forward to meeting with you in the near future to discuss my qualifications and how they support your corporate vision.

 

professionally,

 

 

 

 

william johnson

 

 

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