Management Sales Representative
Resume:
Nikolaos K. Rantzos
********@*****.***
**** **** ******** ******* ****.
Asheville, NC 28803
Personal Profile
Highly astute, energetic, goal oriented individual with a strong work ethic able to fill numerous financial and investment roles. Highly ethical in all work related assignments – able to immediately contribute to corporate financial goals and objectives. Outstanding academic and practical training in financial and investment areas. Fast learner with high energy and drive to exceed expectations. Extensive experience in the management of investment portfolios. Outstanding comprehension of financial elements including assets, derivatives, liabilities, cash-flow, risk management and analysis, investment strategies, money, and capital markets. Extensive knowledge of Graham-Dodd financial analysis and methods.
Core Professional Strengths
• Experienced in balancing priorities for short and long term goals
• Strong sales ability with consistency of exceeding sales goals
• Ability to adapt quickly to challenges and changing environments
• Energetic, positive, and self-motivated
• Enthusiastic, creative, and willing to assume increased responsibility
• Extremely professional
• Build and maintain quality long-term relationships through good inter-personal ability
• Develop comprehensive planning and wealth management strategies for clients
• Assist businesses with fiduciary compliance issues
• Conduct Financial Needs-Analysis and recommend appropriate solutions
• Manage and monitor investment portfolios
• Develop excel based models for financial and security analysis as well as portfolio allocation models
• Able to take a holistic approach in analyzing and recommending financial solutions
More information available upon request
Professional Employment
Licensed Personal Banker 10/01/2008 – present
Wachovia/Wells Fargo – Asheville, NC
• Financial services and banking
o Personal banking needs of customers, personal and business loans, mortgage origination, asset management referrals to partner financial advisor
Financial Adviser 4/ 2004-9/2008
Merrill Lynch – Asheville, NC
• Investment Banking and Financial Advisory Firm
o Asset Management, Mortgage Origination, Business Advisory, Estate Planning, Tax Planning, Succession Planning, Risk Management
Owner – Managing Director 2006-Present
NKR Capital, LLC. - Asheville
• Real Estate Management and Investment
o Purchase and management of income producing properties
Owner – President 2001-2004
N&P Associates (Port City Java) - Asheville
• Holding Company for franchise café
o Owned and operated Port City Java Café
Sales Representative 1997-2001
Kostas Men’s Wear – Asheville
• Specialty Men’s clothing store
Formal Education
University of North Carolina
-Asheville
Bachelor of Arts (2001)
Economics: (Concentration in Finance)
Relevant Courses:
• Transactions Cost Economics
• Security Analysis
• Risk Management
• Financial Analysis
• Financial Accounting
• Capital Budgeting
• Managerial Accounting
• Financial Markets and Institutions
• 56 Hours of Economic course work
American College
-Merrill Lynch
Professional Studies for Certified Financial Planner (2 of 7 completed)
• Financial Planning
• Investment Planning
Chartered Financial Analyst
- Current candidate. Level 1 scheduled for June 2010
o Will be completed within 2 years
Professional Licenses Held:
• Series 7
• Series 66 (6 & 63 combined)
• Life & Health Insurance
• Merrill Lynch Certified Financial Manager (CFM)
Areas of Strength
• Analytical Problem Solver
• Statistical Analysis
• Financial Analysis
• Investment Analysis Skills
• Driven to learn and apply new skills
• Dedicated and Self Motivated
• Strong inter-personal skills
• Relationship management
• Real Estate Valuation (Cash Flow, Replacement, Comparables)
• Complete Command of:
o Excel
o PowerPoint
o Access
o Word
o Publisher
o Vista Enterprise
More information available upon request
Contact this candidate