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Sales Associate

Location:
Portland, OR, 97201
Posted:
October 11, 2010

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Resume:

Sam Watry

abjswr@r.postjobfree.com 503-***-****

*** ** ******** ***** **** 10

Portland, OR 97201

Career Objective

To obtain a position in the financial services industry that will utilize

my knowledge of business, communication, investments and international

culture.

Qualifications

. Self-motivated team-player with strong analytical and communication

skills,

excellent work ethic, organizational and time management capabilities

. Quick adaptation to unique situations and software software

. Expert experience with all Microsoft Office applications

. CFA Level II Candidate

. Series 7, 63 and 65

Education

B.A. in Business Administration. May 2006, University of Wisconsin-Eau

Claire. Core Courses: Accounting, Finance, International Politics,

German and Russian

Employment History

08/10-Current

Durig Capital, Research Associate

. Author and edit weekly fixed income report

. Edit and research weekly equity report

. Assist with client relationship management

. Developed working knowledge Fidelity Institutional and

TD Ameritrade platforms

. Webmaster for internet site and blogs

01/08-04/09

UBS Financial Services, Registered Client Service Associate

. Sales associate for multiple Financial Advisers with 300

households and 300million in assets

. Monitored clients fixed income ladder

. Researched and assisted in mutual fund selection

. Developed knowledge of commodities, futures and FOREX

markets

. Obtained Series 65

Richard Ebel tel-503-***-****

Skip Currier tel 503-***-****

Diane Edwards tel 503-***-****

Sam Watry

abjswr@r.postjobfree.com 503-***-****

12/01-07/06

Ameristar Mortgage Corp - Secondary Market Associate

. Monitored $21 million warehouse line of credit

. Analyzed loans for sale on secondary market

. Ran quarterly performance reports for credit line

usage

. Database administration

Dan Breitzman tel 262-***-****

Kay Hansen tel 262-***-****

Volunteer & Cultural Experience

2009 AFS Volunteer---Portland, OR Chapter

2006. Taught English, Lithuania College, Klaipeda, Lithuania

2006. Developed a business plan for Benedict Refrigeration

2005. Developed marketing plan for an Entrepreneur Major

1999 Lived in Zurich, Switzerland as exchange student

1998 Spent summer living in Kazakhstan as part of cultural exchange

1997. Lived in St. Petersburg, Russia

Personal References

Dr. Pavel I. Rejman tel 41-79-234-**-** e-mail--

abjswr@r.postjobfree.com

Robin Gingerich tel 370**-***-*** abjswr@r.postjobfree.com



Contact this candidate