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2325 Clousson Road, Hornick, IA 51026
04/2010 – Present Bank of America
Helped to lead a team of investment professionals in the investment of company funds with the goal of maximizing profit. Became proficient in various proprietary investment software used to help predict market trends. Responsible for reporting any loss or profit to managers. Oversaw all trades including margin, option, and security trades. Have been responsible for a 2% yearly increase on returns since being hired.
1/2006 – 02/2008 Bank of America, Kansas
Customer Service Representative
Responsible for assisting customers with their banking needs. In charge of opening and closing of accounts along with dealing with customer complaints and disputes. Issued debit and credit card applications and assisted with loan application processes. Most work was done in person but some service was done over the phone.
02/2007 – 01/2010 Commerce Bank
Worked with a team under supervision to help decide where to invest company assets to create revenue. Also worked with high profile clients to help plan their financial futures in areas such as investment, retirement, and private banking services. Maintained a very strong relationship with all clients to help promote an air of trust and responsibility.
09/1993 – 07/1995 Brown University
Bachelor of Science in Finance
Learned about the basics of the financial world such as how to invest, how to manage bank accounts, how to predict trends in the market and what to do in different phases of the economy. Graduated with a 3.8 GPA and received the honor of “Magna Cum Laude”.
Languages & Skills
★★★★★ English Microsoft Word
★★★☆☆ Microsoft Excel ★★★☆☆ Spanish
★★★☆☆ Microsoft Windows Other skills