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JOHN Q. FINANCE
(615) 537-1036 1111 KARMA LANE, NASHVILLE, TN 37075 SUPPORT@CPRESUMES.COM
INVESTMENT ADVISOR
Portfolio Management, Client Services, Financial Planning
Highly accomplished and results-driven Finance Executive with over 20 years of successful new business
development, competitive market share expansion, and business leadership experience. Leverages finely-honed
interpersonal and time management skills to successfully manage an account and increase market value achieving
corporate goals and objectives. Energetic and goal-oriented with a genuine passion for investment strategy and a
well-rounded background in supporting a progressive organization in optimizing performance and growth.
Astute communicator and presenter adept at establishing rewarding relationships to benefit business
development.
AR E A S O F EX P E R T I S E
Investment Strategies
Client/Investor Relations
Market Growth & Expansion
Portfolio Management
Relationship Building
Strategic Business Planning
Asset Management
Cross-selling
Market Analysis & Penetration
New Business Development
CO R E C O M P E T E N C I E S
Highly skilled in creating sound investment solutions, developing high-levels of market growth, and facilitating
effective financial management strategies to increase portfolio value.
Proven ability to effectively handle multi-task levels of management responsibility with minimal direction from
superiors while supervising personnel, providing team leadership, motivation, and development.
Solid communication, interpersonal, time management, analytical, organizational, and leadership skills.
Go-getter attitude with an ability to easily grasp new ideas, concepts, methods and investment techniques.
Experienced in forecasting, account performance analysis, investor relations, market research, financial
planning, and networking.
PR O F E S S I O N A L P RO F I L E
JP MORGAN BANK New York, NY 1990 – Present
Vice President
Assumes full responsibility for overseeing trust and investment management accounts valued at over $360M in market value while
continuously identifying, specifying, and reconfirming investor objectives.
Key Accomplishments
Received Service Star Award in Q1 of 2003 and Outstanding Performance Valuation throughout tenure
Secured $60M in business relationships with focus on performance and customer service
ED U C A T I O N A N D TR A I N I N G
FORDHAM UNIVERSITY
MBA IN FINANCE (2001)
ST. FRANCIS COLLEGE
B.S. IN BUSINESS MANAGEMENT
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