Management Sales
Resume:
SUSAN FOWLER
Email: *********@********.***
Address: **** ***** ***** **
City: Colorado Springs
State: CO
Zip: 80921
Country: USA
Phone: 719-***-****
Skill Level: Experienced
Salary Range: $30,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
INVESTMENTS & FINANCIAL MANAGEMENT FOCUS
Financial Expertise Client Management Investment Strategy Advisor
Experienced financial planner with demonstrated analytical and focused portfolio management capabilities and
extensive client relationship experience. Skillful and honest with over fifteen years experience in investing in
money, securities and several other financial products on behalf of private, corporate and institutional
clients. Combination of professional and small business owner experiences provide a sophisticated spectrum of
skills with a broad application to financial investment, loans, and money management occupations.
PROFESSIONAL EXPERIENCE & SKILLS
SMALL BUSINESS OWNER, Colorado Springs, CO (2008-present)
Art Sales and Marketing, Professional Artist
Art sales and marketing in private collectors and galleries. Professional oil painter. Achievements include
successful marketing and selection of original works for major corporation. Original works selected as
key artist displayed a local gallery. Committee and board member of local artist studio co-op, advising on
financial and studio assets.
WELLNESS WATER FILTER, INC, Gainesville, FL (1996-2008)
Small Business Co-Owner
As a partner, responsibilities covered a broad spectrum of areas. Focus on building a business and client
base, establishing investors and financial backing, management of existing clients, and development of
new product lines.
DEAN WITTER REYNOLDS, INC., Jacksonville, FL (1982-1996)
Account Executive
Full responsibility for the acquisition, maintenance and management of client accounts representing
diverse social and economic backgrounds.
THOMPSON MCKINNON SECURITIES, INC., Jacksonville, FL (1981-1982)
Registered Representative
Full responsibility for building and managing client base.
DEAN WITTER REYNOLDS, INC., Jacksonville, FL (1979-1981)
Registered Representative
Service to the investment community. Management of individual investor portfolios.
JOHN NUVEEN & CO, INC., Miami, FL (1976-1979)
Municipal Bonds Sales Assistant to the Senior Vice President
Responsibilities include the education of and service to the brokerage community .
EDUCATION
FLORIDA INTERNATIONAL UNIVERSITY - Miami, Florida (1975)
Bachelors of Science in Business Administration
BRIARCLIFF COLLEGE - Briarcliff Manor, New York (1979)
Associate of Arts in Fine Art
Addendum to Resume
Extensive experience covering several decades in the retail financial services arena.
A career professional that required excellent communications, public speaking and interpretive
skills.
Full responsibility for the acquisition, maintenance and management of client accounts
representing a diverse social and economic background. Accounts were acquired through
personal contact and self initiated seminar series on retirement planning and other areas of
interest to the investing community, such as life insurance, annuity planning, restricted
securities, as well as the nuts and bolts of family trusts.
This required an awareness of changing tax laws and related government mandates.
Through the years of service, it was necessary to to acquire the abililty to recognize industry and
market trends.
While at Nuveen, acquired NASD licensing independent of the firm, after which the firm
recognized initiative and personal responsibility. This became the spring board to being hired by
Dean Witter Reynolds into full service registered representative status, a career that spanned
several decades. This was accomplished at a time that there were only a handful of female
representatives.
1967-1971 National Security Agency
! ! This was a top secret facility. What is allowed to be said is that I was stationed in
northern England.
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