Vice President Insurance License

Daisy Madencis Jaffe

Burlingame, CA. *****

Phone: 650-***-****

Email: *****.*****@*****.***

OBJECTIVE

Seeking a Financial Advisor position at securities, investment or banking firm where I may be able to

apply my knowledge of the financial world in order to assist clients with portfolio management and

investment advice.

KEY QUALIFICATIONS

• Twenty years of dedicated work experience as a Financial Advisor

• Holding a series 7, 63 & 65 licenses and a CA Insurance license

• Skilled in conducting in depth views of clients’ financial circumstances and future aims

• Hands on experience designing & implementing individually placed financial strategies

• In depth knowledge to promote and sell financial services to meet given sales targets

RELATED SKILLS

• Excellent communication and presentation skills

• Demonstrated ability to work in a fast paced environment

• Able to work with a diversity of populace

• Profound ability to set goals and work towards achieving targets

EMPLOYMENT HISTORY

2013 Present Financial Advisor

LPL Financial – San Mateo

2006 2013 Vice President, Investments

Wedbush Securities – San Francisco

2005 2006 Vice President, Investments

Ryan Beck & Co. – San Francisco

1990 2005 Vice President, Investments

Morgan Stanley – San Mateo

1983 1990 Financial Advisor

Dean Witter – San Mateo

EDUCATION

1980 BA, Bernard Baruch College – New York City

1978 AA, Queensborough Community College – Queens, New York

ORGANIZATIONS FWA (San Francisco), SBA, SSS (San Mateo), Bernard Baruch Alumni, San

Mateo Chamber of Commerce

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