Inheritor Services Resume

SUPERIOR INHERITOR SERVICES: Ambitious, detail-oriented financial professional with extensive quantitative, modeling, and forecasting experience. Demonstrated interpersonal skills and proven ability to work with all levels of senior management and other personnel. Accurately analyze multi-million dollar entities and provide quality recommendations. Established history of managing and completing projects accurately and within constraints. Extensive education in corporate finance; current Level Two Candidate in the Chartered Financial Analyst (CFA) Program.

ABC INVESTMENTS, Peoria, AZ, 20xx-20xx
Senior Inheritor Services Specialist: Provided the inheritor services team with expertise on complex estate issues as a help desk Specialist. Collaborated with estate attorneys, executors, and clients on implementation of best practices on account transitions from decedents to heirs. Focused on assets retention and provided guidance on current account investments.

BCD INVESTMENTS, Peoria, AZ, 20xx-20xx
Inheritor Services Specialist: Generated investment-related business opportunities in five regional branches through exceptional inheritance counseling. Solidified relationships with partners in estate law, mortgage, private banking, and trust administration. Adhered to all compliance guidelines. Devised wealth-building and management strategies for clients based on risk appetite and personal / financial situations. Conducted tax, estate, and educational planning to help clients identify and implement effective investment and asset protection strategies.

* Grew a book of business from $1.5 million to over $8 million. Generated business via referrals from satisfied clients. Presented clients with new investment ideas and served as an educator regarding potential opportunities to grow personal portfolios.

LICENSES: Series 24, 7, and 63

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