About Candidate
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A highly accomplished and results-driven Fiduciary Investment Advisor with extensive experience in asset management, mutual fund sales, and financial planning. Proven track record of managing substantial client assets, developing targeted marketing strategies, and significantly increasing assets under management. Recognized as a top-performing financial advisor with a strong background in investment advisory and financial analysis.

I am looking for an opportunity to make an impact with an established firm to provide the proper succession in the firm's legacy.

Resume Summary

Seasoned Fiduciary Investment Advisor with a robust background in asset management, mutual fund sales, and comprehensive financial planning. Demonstrated success in managing significant client portfolios, developing effective marketing strategies, and achieving top-tier sales performance. Adept at fostering strong client relationships and driving substantial growth in assets under management.

Friends of Literacy (2019-Present): Assisted in promoting literacy programs and supporting educational initiatives for underprivileged communities.
Special Olympics of TN & GA (2018-Present): Volunteered at events and provided support for athletes with intellectual disabilities.
Qunnipiac GAME Investment Forum (2017-2019): Participated in and supported a global financial forum for students and professionals.
Association to Benefit Children (2014-2019): Contributed to initiatives aimed at improving the lives of children through education, healthcare, and advocacy.

Location Preferences


Phoenix, AZ
Atlanta, GA

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