Manager Product Development
Resume:
JOHN PATTERSON
**************@*****.***
Jersey City, New Jersey 07302
201. 925.5994
EXPERIENCE
BANK OF AMERICA/MERRILL LYNCH & CO., NEW YORK, NEW YORK August 2011 – May 2013
Financial Advisor, PIA Portfolio Manager
● Provided investment advice and planning strategies to ultra high net worth families, endowments, hedge funds and
fortune 500 companies
● Spent two years as one of four brokers on high producing team managing over $900mm
● Generated $320k in revenues personally in first year, contributing to $2mm team revenues
● Identified and analyzed investment opportunities in equity, fixed income, derivative markets
● Personally accumulated 23 accounts in 10 states and 4 countries totaling $300mm in assets through direct targeted
marketing efforts
● Strategized investment policies and drafted Investment Policy Statements for personal, corporate cash, and 401(k) client
accounts
● Coached and trained Client Investment Associates, managed teams of interns, and provided ongoing consulting services
to other Financial Advisors
BANK OF AMERICA/MERRILL LYNCH & CO., NEW YORK, NEW YORK November 2011 – May 2011
Client Investment Associate
● Received global recognition client service award
KAPITALL INVESTMENTS NEW YORK, NEW YORK January 2009 Jun 2009
Beta Tester
● Duties included testing Kapitall’s online investing platform prior to the site going live
● providing strategic reviews and consulting on product development
● In May 2009 was named the top ranked beta tester
MERRILL LYNCH & CO. NEW YORK, NEW YORK August 2008 – November 2010
Financial Services Intern
VOLUNTEER ACTIVITIES
Fundraising for the Cystic Fibrosis Foundation of New Jersey
BideAwee Animal Shelter of New York
LICENSES
● Series 7, Series 66, and PIA Portfolio Manager
● Highly proficient in Microsoft Word, Excel, Outlook, Bloomberg, Thomson Reuters Workstation, and Salesforce
EDUCATION
SAINT PETER’S UNIVERSITY, JERSEY CITY, NEW JERSEY
Bachelor of Science, Business Management December 2009
Cumulative GPA: 3.4/4.0
HONORS AND AWARDS
● Dean's List
● Loyola Academic Scholarship 2009
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