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1、此资料由网络收集而来，如有侵权请告知上传者立即删除。资料共分享，我们负责传递知识。证券行业英文简历模板rent">@.comQQ:213xxxxxxx(+86)13xxxxxxxxxSkype:qiaobujianliObjective:SecuritiesandInvestmentAnalystEDUCATIONTheJohnsHopkinsUniversityBaltimore,MDBachelorofArtsinEconomics,MinorinEntrepreneurship&Managem
2、entMay2020OverallGPA:3.8SATM:720V:750W:700RelevantCourses:Econometrics,InternationalMonetaryEconomics,EconomicForecasting,StatisticalAnalysis,FinancialMarkets&Institutions,CorporateFinance,AppliedEconomics&Finance,RealEstateFinance,FinancialEconomi
3、cs,ManagerialEconomics&BusinessStrategy,QuantitativeResearchPracticum,FuturesMarketResearch,FinancialStatementAnalysisEXPERIENCEWachoviaSecuritiesMarlton,NJSummerManagement&MarketingAnalystInternJune-August2020•Prospectedpotentialclientswitham
4、inimumof$10MillioninannuallyinvestedassetsculminatinginaTax-FreeInvestingseminarattendedby40potentialclients•EvaluatedclientportfoliosrelativetotheirinvestmentobjectivesandrisktolerancesusingGoldmanSachsX-Raysoftware•Createdcomprehensiveretiremen
5、tplansforcurrentandpotentialclientsusingWachovia’sEnvisionProgram•Initiatedthebranch’stransitionfrompaperstatementstoE-statementssavingthebranch$90,000annuallyMorganStanleyMt.Laurel,NJMarketingandSalesInternJune-August2020•Researchedp
6、otentialclientinformationtowidengroup’sclientbase•ConductedresearchforexistingclientsbyusingSmithBarney’supdatedsoftwareapplications•Organized,marketedanddirectedaretirementinvestmentseminarfor75potentialclients•AttendedanExchang
7、eTradedFundsseminarsponsoredbyBarclays,PowerShares,andVanguardtoimproveand此资料由网络收集而来，如有侵权请告知上传者立即删除。资料共分享，我们负责传递知识。broadenfirm’sclientservicesLeggMasonCapitalManagementBaltimore,MDEquityResearchInternAugust2020-May2020•Increasedresearchcoverageo
8、fPrivatePlacementsinvestmentsvaluedat$200Mby+15%•ValuedRalphLaurenequityinoriginalresearchreportusingDCFandEVAmethods•ReconciledLeggMasonsharepriceestimatesforprivatecompaniestothoseofsell-sideanaly
