Management Life Insurance

Michael Boyd

*** ****** ***** ? Durham, NC ***** ?

abk3xi@r.postjobfree.com ? 434-***-****

Qualification Summary

> Investment Knowledge: Experience working with a wide variety of

investment products such as mutual funds, ETFs, commodities, private

equity, bonds, and stocks. Worked with clients on all facets of their

financial lives - not just investment products but also other

financial products such as life insurance and annuities.

> Administration and Communication: Provide efficient administrative

support for clients far beyond what was required by brokers.

Prioritize and organize workloads to meet stringent deadlines; train

and support new team members. Maintain and coordinate projects with

management and staff.

> Technical Proficiencies: Website Design, Adobe Contribute, Microsoft

Office Suite, Microsoft Outlook, Internet Browsers, ACT! by Sage

Professionals, SalesForce. Strong confidence working with and learning

any technical program.

> Strengths and Accomplishments: Enthusiastic and creative; demonstrated

ability to achieve objectives on deadlines and multitask. Excellent

organizational and communication talents; working with and improving

efficiency and productivity while reducing costs. Strong ability to

work with and learn new computer software.

Education

LONGWOOD UNIVERSITY, Farmville, Virginia

Bachelor of Science in Economics (2006-2009)

> Graduated four year program in three years

Experience Highlights

DWM ADVISORS, Durham, North Carolina

Research Analyst, 2009-2010

Worked as the backbone employee of an independent advisory firm with 450M

in assets under management. Handled investment research and daily

operations such as account database administration, wire transfers,

entering billing information, and handling client information requests.

LONGWOOD UNIVERSITY, Farmville, Virginia

Resident Assistant, 2009

In charge of the safety, general well-being, academic and intellectual

advancement, and entertainment of hundreds of students in a multi-million

dollar dormitory facility.

DAVIS WEALTH MANAGEMENT, Raleigh, North Carolina

Internship, 2008

Basic introduction into client interaction and technology used in portfolio

management on a daily basis.

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