Investment Advisor
Resume:
SEAN MARTIN
*** *** ******, ***********, *********** 39525
************@*****.***
Portfolio Manager
QUALIFICATIONS PROFILE
Highly competent, motivated, and results-driven professional, interested in pursuing a position that offers opportunities to apply strong educational foundation toward professional growth. Leverage abilities in daily financial business activities, with comprehensive skills in maximizing the efficiency of financial operations while continuously improving the processes. Demonstrate keen expertise in establishing productive relationships with diverse clients and companies by providing innovative solutions as well as in addressing organizational development needs. Thrive in challenges with the capability to multitask in fast-paced and competitive environments while upholding dedication to superior service. Possess technical proficiency with Microsoft Office Suite: Excel, Access, Word, and PowerPoint.
EDUCATION
BACHELOR OF BUSINESS ADMINISTRATION IN BANKING ADMINISTRATION AND FINANCE
- The University of Southern Mississippi, Hattiesburg, MS: Jul 2012
Scholarship for Level One of the Chartered Financial Analyst (CFA) Testing for Level One: June 2013
Dean’s List: 2010 and 2012
CREDENTIALS
Completed Series 7 FINRA Examination (Registered Representative Exam)
Completed Series 66 NASAA Examination (Uniform Combined State Law Exam)
Bloomberg Certification in Fixed Income Instruments, Equities, Foreign Exchange, Commodities
SUMMARY OF RELATED EXPERIENCE
- Studied the principles of financial analysis, including personal financial management, life insurance, home ownership financing, personal investment strategy, and long-range personal financial planning
- Gained progressive experience in the application of financial theory to management decisions faced by firms
- Displayed proficiency in handling financial instruments and operations of financial markets as well as in conducting comprehensive survey of management issues encountered by banks
- Learned the principles of investments through the introduction to security analysis and portfolio theory; as well as the roles of wills, trusts, loans, and insurance in a personal and business planning framework
- Exemplified remarkable problem-solving skills, including critical thinking, quantitative reasoning, and decision-making in a real-world setting
- Identified ethical and agency problems and proposed necessary changes to encourage the ethical way of achieving the goals and objectives
- Acquired the basic principles of finance including legal and regulatory environment in which it functions
- Resolved both basic and complex problems in finance, including valuing cash flows, pricing stocks and bonds, valuing portfolios, and determining the net present value (NPV) of firm investment projects
CAREER PROGRESSION
INTERN - HARGER & COMPANY, BATON ROUGE, LA MAY 2011–AUG 2011
ASSISTANT MANAGER - BACK-O-TOWN, DIAMONDHEAD, MS MAY 2006–MAY 2011
SECURITY PERSONNEL - GULF COAST SECURITIES BAY, ST. LOUIS, MS MAY 2010–AUG 2010
ENTREPRENEUR - NORTHLAKE STUMP REMOVAL, COVINGTON, LA JUL 2004–AUG 2006
TRACK TECHNICIAN - GULFPORT DRAGWAY, GULFPORT, MS DEC 2001– JUL 2004
ACTIVITIES
Member, Alpha Tau Omega | Tutor of fellow students in Finance: Aug 2011–Present
Social Chairman, Rush Chairman responsible for generating one of the largest pledge classes in the last 5 years
Completed post-hurricane Katrina community service hours
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