Manager Health Insurance
Resume:
To Senior Management and Hiring Managers,
If your company is in search of a productive, financially motivated
individual with a strong desire to build upon the finance skills and experiences
necessary for a successful career in the continually advancing world of business, I
feel that I would be a valuable asset to the further advancement of your
corporation.
Upon obtaining a Master’s of Science in Finance and MBA degrees with a
concentration on financial analysis and corporate finance from the University of
Colorado in May of 2011, I am highly motivated to expand upon my business
skills in areas such as financial analysis, advising and consulting. With a near-
term goal of completing the CFA certification, I am looking forward to
establishing my position as a financial or equity analyst with a strong and
prosperous Colorado company possessing further growth potential. If your
company can provide me with the pathway towards a successful business career,
then I am more than prepared to charge onward towards a better future with my
young, aggressive approach to financial success. I know that I have many years
of business prosperity ahead of me and am extremely enthusiastic about my
potential as well as very eager to get my career on the move in a positive
direction.
I believe that my education and financial motivation provide the necessary
framework that you are seeking for this career position. I would welcome the
opportunity for a personal interview to further discuss my qualifications and
thank you for your time.
Sincerely,
Ryan W. Plant
Ryan W. Plant
5850 S. Julian St. (303) 748 – 3534
Littleton, CO 80123 **********@*****.***
Ryan W. Plant
Objective Use my abilities as a Master’s in Finance and MBA graduate and extensive
experience with investing and investment sales to promote and accelerate
financial opportunities within the company as well as develop and manage the
financial outlook for future operations.
Experience 2007 - 2010 JPMorgan Investments Englewood, CO
Investment Advisor
• Assisted retiring and near retirement clients build portfolios for growth and
income.
• Sold over $20 million in JPMorgan products to clients.
• Help develop strategies to retain assets as well as acquire new business.
• Obtained Series 7 license as well as Series 66 Investment Advisor license.
2005 - 2007 JPMorgan Chase Bank Littleton, CO
Personal Banker
• Sold a wide variety of banking products including deposit accounts and
investments.
• Gained knowledge in the structure and sales of business lending products.
• Developed a keen understanding of the financial system, banking and
investing.
• Enhanced my customer relationships and built a clientele of regulars.
2004 - 2005 First Investors Denver, CO
Investment Representative
• Gained extensive experience in the securities and life insurance industries.
• Developed and maintained a clientele of satisfied investors.
• Obtained Series 6 license as well as Life and Health Insurance licenses
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Education 2008 - 2011 University of Colorado Denver, CO
• M.S. in Finance and MBA Acquired in May of 2011.
• Concentration in Financial Analysis and Corporate Finance.
• GPA 3.4 / 4.0
1998 - 2004 Metropolitan State College of Denver Denver, CO
• B.S. in Business Finance acquired in August, 2004.
• Concentration in Corporate Finance and Financial Planning.
• GPA 2.9 / 4.0
Financial Interests and Stock Market Investment using stocks, ETFs and options, International Finance,
Hobbies Travel and Golf.
Additional Activities Have maintained a diversified, positive-returning stock, ETF and mutual fund
account for the past five years. Participated in a simulated stock investment
program, evaluating risk and returns for positive real returns on investments
during a weak market period in the early 2000’s. Proficient in MS Word, Excel,
and Power Point. Familiar with Bloomberg Security Quotation System.
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Licenses
• Series 66: Investment Advisor
• Series 7: Securities Registered Representative
• Series 63: Investment Regulations
• Life and Health Insurance
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References
James Welsch, CFP – JPMorgan Investments, Investment Advisor Manager – 720-***-****
Dietra Porter – JPMorgan Chase Bank, Business Banker – 303-***-****
Eric Santus – Lotus Medical, Owner and Manager – (303) 349 – 2214
Michael Shoemaker – USBank, Branch Manager - 303-***-****
James Hoysick – First Investors, Manager – (303) 283 – 5900
Contact this candidate