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    Chronological Resume Example 1

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    Nuon Rathy KP
    The resume outlines the professional experience of Richard Williams as a financial advisor with over 7 years of experience managing multi-million dollar investment portfolios for high-value clients through three previous employers, most recently at Wells Fargo Advisors where he manages over $190 million in assets under management for over 300 clients.

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    © All Rights Reserved
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    Chronological Resume Example 1

    Uploaded by

    Nuon Rathy KP
    54 views3 pages
    The resume outlines the professional experience of Richard Williams as a financial advisor with over 7 years of experience managing multi-million dollar investment portfolios for high-value clients through three previous employers, most recently at Wells Fargo Advisors where he manages over $190 million in assets under management for over 300 clients.

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    Chronological Resume Example 1 (1)

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    The resume outlines the professional experience of Richard Williams as a financial advisor with over 7 years of experience managing multi-million dollar investment portfolios for high-value clients through three previous employers, most recently at Wells Fargo Advisors where he manages over $190 million in assets under management for over 300 clients.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    54 views3 pages

    Chronological Resume Example 1

    Uploaded by

    Nuon Rathy KP
    The resume outlines the professional experience of Richard Williams as a financial advisor with over 7 years of experience managing multi-million dollar investment portfolios for high-value clients through three previous employers, most recently at Wells Fargo Advisors where he manages over $190 million in assets under management for over 300 clients.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    CHRONOLOGICAL RESUME

    Financial Advisor with 7+ years of experience delivering financial/investment advisory services to high value
    clients. Proven success in managing multi-million dollar portfolios, driving profitability, and increasing ROI
    through skillful strategic planning, consulting, and financial advisory services.

    PROFESSIONAL EXPERIENCE

    August 2020–Present

    WELLS FARGO ADVISORS, Houston, TX


    Senior Financial Advisor
     Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives
    for investments, insurance, business and estate planning with minimal risk
     Develop, review, and optimize investment portfolios for 300+ high value clients with over $190M
    AUM (Assets Under Management)
     Ensure maximum client satisfaction by providing exceptional and personalized service, enhancing
    client satisfaction ratings from 88% to 99.9% in less than 6 months
     Work closely with specialists from multiple branches, managing investment portfolios for over 800
    clients with over $25M in assets under care

    July 2017–August 2020

    SUNTRUST INVESTMENT SERVICES, INC., New Orleans, LA


    Financial Advisor
     Served as knowledgeable financial advisor to clients, managing an over $20.75M investment
    portfolio of 90+ individual and corporate clients
     Devised and applied a new training and accountability program that increased productivity from
    #10 to #3 in the region in less than 2 year period
     Partnered with cross-functional teams in consulting with clients to provide asset management risk
    strategy and mitigation, which increased AUM by 50%

    July 2014–August 2017

    MAVERICK CAPITAL MANAGEMENT, New Orleans, LA


    Financial Advisor
     Served as the primary point of contact for over 15 clients
     Managed the portfolios of several major clients with over $8.5M in total assets

    EDUCATION ADDITIONAL SKILLS

    May 2014  Proficient in MS Office (Word, Excel, PowerPoint)


    Outlook, MS Project, Salesforce, TFS Project
    LOUISIANA STATE UNIVERSITY, Baton Rouge, LA
    Management, Webex
    Bachelor of Science in Business Administration
    (concentration: finance),  Fluent in English, Spanish, and French
    Honors: cum laude (GPA: 3.7/4.0)

    3665 Margaret Street, Houston, TX 47587 • RichardWilliams@gmail.com • (770) 625-9669


    Dear Job Seeker,
    The “Empire State” resume template draws inspiration from its famous namesake in New York.
    Similar to the building’s iconic spire, we’ve added distinct vertical lines in front of each resume
    section to make them stand out. 

    If you’d like your resume introduction to be the centerpiece of your resume, we recommend using
    the “Empire State” template. It’s the perfect choice for candidates who want to make a strong pitch
    for themselves, like recent college graduates or aspiring interns.

    If you’re still struggling to write your resume, here are some free resources to help you put together
    a resume that shows employers you’re the right person for the job:
    ·     Free Resume Builder
    ·     How to Write a Resume
    ·     Resume Samples by Industry

    Once you have a great resume, pair it with a convincing cover letter using our matching 2021 cover
    letter template. Here are a few resources to help you write a cover letter that gives your application
    the boost it needs to land you an interview:
    ·     Cover Letter Builder
    ·     How to Write a Cover Letter
    ·     Cover Letter Examples by Industry

    Best regards,

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