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Financial Advisor

Location:
Charleston, SC, 29455
Salary:
100,000+
Posted:
August 13, 2010

Contact this candidate

Resume:

Walter M. Dunlap IV

Addresss: **** Beacon Dr Sumter, SC 29154

Phone: 843-***-****

Email:dunlapw4@yahoo.com____________________________________________________

OBJECTIVE: To close deals investment deals and make a ton of money.

EDUCATION: The Citadel, The Military College of South Carolina

B.S. Business Administration (Graduated early in 3.5 years)

PERSONALITY: DiSC Personality Profile – I/D

I – Enjoys interaction with other people and working on a team

D – Results oriented, self-starter, fast paced, and competitive

EXPERIENCE: Financial Advisor, Commonwealth, Charleston, SC 2009-10

Worked on a team creating sophisticated financial plans

Consistently exceeded firm expectations; qualified for bonuses

Financial Advisor, Edward Jones, Charleston, SC 2007-09

Gathered and managed $5M+ in client assets in only two years

Trained in investment management; acquired Series 7 and 66

Sales Assistant, U.S. Waste Industries, Walterboro, SC 2007

Contacted prospects and qualified for sales team

Assisted sales team on closings and provided back office support

ThinkTEC Intern, Chamber of Commerce, Charleston, SC 2006

Organized events and coordinated with the Innovation Division

Wrote newsletters, organized data, and created economic reports

Nonprofit Representative, The Citadel Fund, Charleston, SC 2005

On-campus job contacting alumni for donations to The Citadel

Trained in communications; recognized as a Top Producer

Supervisor, Palmetto Farms, Sumter, SC 2003-04

Organized labor, production, maintenance, and heavy equipment

Evaluated performance and responsible for job deadlines

Production Assistant, Sans Souci Farm, Sumter, SC 2001-03 Responsible for squab production and record keeping

Developed a strong work and teamwork skills

SCHOLASTIC HONORS: Gold Stars & Dean’s List (3.7+ GPA), U.S. Army ROTC, Investment Club V.P., Entrepreneur Club V.P., Alessandro Citadel Scholar Award, Life Scholarship Award,

OTHER INTERESTS: Economics, Writing, Outdoors, Sports, Socializing



Contact this candidate