Sandra Goldstein
100 Broadway Lane
New Parkland, CA, 91010
Cell: (555) 987-1234
example-email@example.com
Professional Summary
Dedicated Investment Assistant familiar with providing a high level of service in private client direct business. Has experience in private wealth management, concentrating on trust, banking, investment needs and goals. Can grow revenue and improve client financial positions using transparent and innovative practices, building relationships and enhancing company reputation.
Core Qualifications
- Private wealth management
- Client interaction
- Investigation and resolution
- Client profiling and identification
- Design of sales activities
Experience
March 2007 to Present
Amble JCMorgan, New Cityland, CA
Investment Assistant
- Assist Investment Advisors in client generation and sale activities.
- Point of contact for clients, handling transactions, and responding to and resolving service issues.
- Write and/or edit and update material for quarterly performance reports.
- Collect, reconcile and enter data into bond and equity portfolio.
- Investigate opportunities for building principal relationships.
- Prepare materials for monthly account review with senior management.
March 2002 to February 2007
Masterson Financial Consultants , New Cityland, CA
Investment Assistant
- Managed paperwork for client transactions from start to finish.
- Reviewed ACT database regularly to verify financial activity and update client information.
- Kept daily tickets of client and account issues, submitting them to R&D for review of processes.
Education
2002 University of California, New Cityland, CA
Associates Degree, Finance