Sales Life Insurance

J. RYAN CHAMBERS

Candidate for CFP Certification

** **** ******** ******, **** 208 614-***-****

Columbus, OH 43215 *********@*****.***

PROFILE: Highly competent investment professional with 3 years of

experience in the financial services industry passed the CFP Certification

Examination and looks to leverage abilities by providing client first long-

term wealth management solutions. An opportunity to think critically,

focus on the capital markets, and build lasting relationships is ideal.

Advanced training with various financial planning tools, including fixed

income securities, equity investments, mutual funds, qualified retirement

plans, trusts, estate planning techniques, and income taxation. Proven

fast learner ready to deliver results and grow business.

PROFESSIONAL AND COMMUNITY EXPERIENCE

Private Client Services Associate, Meeder Financial, Dublin, OH

May 2009 - Present

. Construct client packages, integrating raw data from multiple

sources into an accurate financial report.

. Assist advisor with the delivery of marketing and enrollment

literature.

. Maintain positive rapport with clients and colleagues with timely

follow through.

. Manage initial stages of implementation of qualified retirement

plans for clients.

Mentor, Big Brothers Big Sisters of Central Ohio, Columbus, OH

August 2008 - May 2009

Commercial Credit Analyst, UMB Bank Arizona, N.A., Phoenix, AZ

September 2006 - April 2008

. Demonstrated an ability to build personal relationships with

commercial bank clients.

. Supported loan officers with underwriting commercial loans with a

focal point on financial statement modeling and cash flow

schedules.

. Constructed a pipeline to coordinate sales process for all business

generating officers within the bank.

. Organized quarterly reporting for CFO. Main focus on our internal

sales pipeline, watch listed loans, and commercial customers

outstanding balances.

. Underwrote all loan participations for the bank for review and

approval by CEO.

. Constructed customer and prospect financial statements for

analysis.

. Created tickler system within Excel to track commercial customer

compliance outlined in the business loan agreement.

ACADEMIC PREPARATION

CFP Education Certificate, The Ohio State University, Columbus, OH

January 2009 - October 2009

. Met the Board's education requirement for the CFP Certification

Examination in 9 months.

. Coursework required comprehensive knowledge of the CFP Board's

list of 89 topics.

. Focus of study: asset allocation, portfolio diversification and

risk, investment strategies, non-qualified retirement plans,

retirement needs planning, income taxation, whole life insurance,

cash flow management, financing strategies, education funding,

gifting strategies, and estate taxation.

BSBA - Finance, Xavier University, Cincinnati, OH

August 2001 - May 2005

. Earned Dean's List distinction, achieved a 3.7 GPA within finance

coursework.

. Graduated with a 3.2 GPA.

PROFESSIONAL CERTIFICATION

. Passed CFP Certification Examination, currently working towards

meeting the Board's experience requirement.

AFFILIATIONS

Member, Financial Planning Association of Central Ohio, Columbus, OH

March 2009 - Present

Member, Columbus Young Professionals Club, Columbus, OH

April 2008 - Present

Excellent references will be provided upon request.

ULTRA HIGH NET WORTH FINANCIAL PLANNER

Contact this candidate