Series 7/63 Licenesed Financial Professional

Joshua Hurt

**** ********* ****, *********, **,

***** 817-***-**** *********@*****.***

Objective

To serve as a Financial Professional, by applying acquired knowledge of

investment products and portfolio servicing, as well as taking an

innovative approach that ensures loyalty for inter-relationships between

clients and their firm.

Qualifications

Series 7 & 63 Licensed since November 2012

Proficient with Microsoft Office products (PowerPoint, Word, Excel)

Education

Bachelor of ARts May 12, 2012 University of north texas

GPA: 3.4 OUT OF 4.0

Major: Economics

Minor: Spanish

Included in Dean's and President's List 4x (Cumulatively)

Skills & Abilities

Leadership

COACHED NEWLY-HIRED REPRESENTATIVES BY PROVIDING PEER-TO-PEER FEEDBACK

REGARDING PHONE INTERACTIONS WITH CLIENTS, AND OTHER TOOLS FOR LONG-TERM

CAREER OBJECTIVES

Served as a help desk for representatives, by analyzing financial risks and

fraud protection for clients

Initiated new ways to acknowledge representatives of various tenure, in

order to maintain and promote productivity and quality work

Performance

ACHIEVED TOP CALL QUALITY & BUSINESS REFERRALS ON A MONTHLY BASIS

Steadily surpassed metric goals communicated by upper-level management

Recognized quarterly for top performance in function-wide campaigns

Communication

SUPERIOR CAPABILITIES IN COMMUNICATING UPCOMING CORPORATE EVENTS AND

CAMPAIGNS VIA VARIOUS FORMS OF MULTIMEDIA

Connected with upper level management in order to deliver the vision of

goals that are consistent company-wide

Provided relevant updates from public media that may benefit or affect

company goals and/or products

Experience

Private Client group associate fidelity investments september 2012-

present

SERVICED AND MONITORED INVESTMENT PORTFOLIOS FOR HIGH NET-WORTH CLIENTS

HOLDING OVER $1 MILLION IN ASSETS, CONSISTING OF FINANCIAL INSTRUMENTS

RANGING FROM EQUITIES TO FIXED INCOME. DEVELOPED THE RELATIONSHIP BY

CONNECTING CLIENTS TO AN ACCOUNT EXECUTIVE THAT PROVIDES INVESTMENT

GUIDANCE AND STOCK MARKET INSIGHT, IN-DEPTH. ALSO SERVED AS A PEER COACH TO

FELLOW TEAMMATES, AS WELL AS HELP DESK RESERVE, WHICH IS ONE THAT ANALYZES

POTENTIAL FINANCIAL RISK FOR TRANSACTIONS, AND PROVIDES ADDITIONAL

RESOURCES AND SOLUTIONS TO RESOLVE FOR COMPLEX ISSUES. HONORED THREE TIMES

VIA EXCELLENCE IN ACTION AWARDS FOR TOP CALL QUALITY, LEADERSHIP, AND HIGH

PERFORMANCE.

Recovery analyst real time resolutions june 2012- September 2012

PROVIDED TAILORED SOLUTIONS FOR CLIENTS WITH DELINQUENT MORTGAGE LOANS BY

PRESENTING AND ESTABLISHING LOAN MODIFICATIONS. ALSO CREATED PAYMENT

INVOICES FOR NEARLY 200-300 CLIENTS DAILY WHO ARE SEEKING TO RECOVER FROM

THEIR CURRENT DEBT. WAS HELD RESPONSIBLE FOR ADHERING TO GOVERNMENT

FINANCIAL POLICIES, SUCH AS FDCPA. REWARDED MONTHLY FOR COLLECTING AN

AVERAGE OF $30,000 FOR DEFAULTED LOANS.

Google search quality evaluator leapforce February 2012- June 2012

ANALYZED THE SEARCH RESULTS FOR ONE OF AMERICA'S MOST USED SEARCH ENGINES,

GOOGLE. THIS WAS DONE BY REVIEWING SEARCH QUERIES ENTERED BY USERS, AND

DETERMINING WHICH SORT OF MEDIA, SUCH AS PHOTO, VIDEO, OR WEBSITE WOULD

YIELD THE BEST RESULTS THAT THE GOOGLE VISITOR WAS SEEKING.

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