Management Financial

David D. Hatch

********@*****.***

Current Address: *** ***** **. #*, ******, MA 02113 Phone: 781-***-****

EDUCATION: Tufts University, Medford, MA

Bachelor of Arts, Economics, May 2005

EXPERIENCE:

CFA Level I Candidate 2009

Ameriprise Financial, Boston, MA 2006-Present

Financial Advisor/ Business Financial Advisor

Individual financial planning practitioner for leading financial planning services firm.

Implement strategic investment strategies with diligent analysis and research

Construct client investment portfolios based on risk tolerance and time frame

Display entrepreneurial spirit and self-starter attitude by building a book of business

Communicate with third party institutions to learn recent market trends and new products

Perfect ability to multi-task difficult assignments and complete in timely manner

Refine organizational skills and attention to detail with exposure to compliance and portfolio

management

Member of select investment club within the Boston office and act as a resource

to the office for investment management solutions.

Hold Series 7 license, Series 66 license

The First Marblehead Corporation (Contract), Boston, MA 2006

Education Resource Associate

Reconciled debt balances for outstanding student loans

Generated monthly balance reports, double checking all figures for accuracy

State Street Corporation (Contract), Quincy, MA 2005-2006

Wealth Management Operations Associate

Created comprehensive and accurate data reports for institutional clients and management

Reconciled financial transactions on a daily basis for assigned client accounts while solving

discrepancies with third party institutions

Performed all operational duties for client brokerage accounts

Trained new employees on reconciling and computer software fundamentals

Proven individual leadership skills in a team environment

Exerted pro-active approach to correcting any quantifiable errors

ACTIVITIES:

Class Representative 2003

Delta Upsilon Fraternity 2002-Present

Vice President: responsible for keeping financial books 2004-2005

Social Chair: responsible for house philanthropy 2003-2004

Tufts University Varsity Football 2001-2004

Team Captain 2004

AWARDS AND ACCOMPLISHMENTS:

All-NESCAC first team football selection 2004

John Baronian MVP Award for outstanding leadership 2004

HOBBIES AND LEISURE:

Enjoy playing golf, tennis, skiing, hiking, crossword puzzles and sudoku.

COMPUTERS:

Proficient in MS Office, PowerPoint, Excel, Access, Morningstar, Thompson Financial,

Bloomberg

Contact this candidate