JACOB K FIELDS

Summary

Looking to transition to a corporate role with a respectable firm in Manhattan in a new position in the financial industry, willing to start from the bottom and work my way up. Currently a highly accomplished and results driven Financial Advisor with an excellent track record of attracting and acquiring new clients and business. Leveraged finely tuned interpersonal and time management skills to successfully manage accounts and increase market value achieving corporate goals and sales objectives. Energetic and goal-oriented with a genuine passion for financial markets, sales, and investment strategy. Well rounded background in a supporting and progressive organization in optimizing performance and growth in a short amount of time. Astute communicator and presenter adept at establishing rewarding relationships to benefit business development.

Highlights

Superior time management

Experience

Financial Advisor(Investment Advisor Rep) Raymond James Financial Services

Built and manage a $20 Million book of business.

Sales Assistant Vimasco Corp

Summer Only Sales Position

309 W. 30th Street, New York, NY 10001 C: 304-***-**** acfeh8@r.postjobfree.com

Education

Economics Merrimack College Strict Economics Course Load Member of Economics and Development Group

Associate of Arts: Business Administration Orange Coast College Member of the Investment Club Heavy course load of business, accounting and economics

Complex problem solving

Self-motivated professional

MS Office Suite

Sales and marketing

Advanced computer proficiency (both PC and Mac)

Added $15 Million in net new money in 1 year(inherited $5 mln)

Plan and execute business development strategies to attract and acquire new clients.

Perform in-depth portfolio reviews to determine clients financial circumstances and strategies to move forward.

Communicate complex information to clients to make them aware of their options and help them assess the relative merits of different plans.

Develop investment and asset allocation strategies to meet short and long term financial objectives.

Client on-boarding, education, information gathering, client qualification.

Act as fiduciary of client assets.

Present clients with information on new and existing products and services.

Helped with accounting management

Inventory valuations and depreciation

Work for insurance valuation purposes

Investment Strategy

Business Development

Financial Planning

Phone management

Financial Modeling

Fundamental Analysis

Portfolio Analysis

04/2013 to Current

06/2006 to 08/2012 Nitro, WV

2012 Andover, MA

2010 Costa Mesa, WV

Member of the football team(kicker)

Computer Science Marshall University General Studies - Computer Science Division I Football Player(kicker) Excels in a team atmosphere

Certifications

FINRA Securities Licences

Insurance Licenses

Series 7 General Securites Representative (Active)

Series 66 Uniform Combined State Law(IAR) (Active)

Active state of PA insurance license with variable line

References

Michael Thompson, Managing Partner and Portfolio Manager

BHR Capital

Office: 212-***-****

Email: acfeh8@r.postjobfree.com

(Industry Mentor)

Sam Frankfort, Managing Director(Head of Options Desk)

Stifel Nicolaus

Cell: 201-***-****

Email: acfeh8@r.postjobfree.com

(Industry Mentor)

2008 Huntington, WV

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