Portfolio Administrator Resume Sample

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RonanCliff

Portfolio Administrator

Skype:
myskype
Phone:
871 222 1156
Mobile:
0016998215703

Knowledgeable portfolio administrator with an insight to market trends and experience of working with investors in the stock market. I have served as an account handler who knows where to invest and how to make the most of investments. I wish to work with big investors and handle big accounts so that I can prove my worth and make a place among market movers.

Professional Experience

Good luck Investments

Marketing Manager June 2013 to Present 13 years & 1 month

I am responsible for handling equity investments.
I train teams of administrators and communicate with clients to get investments.
I also meet brokers for trade and ensure that our company clients get profitable investments.

Wall Street Keepers

Portfolio Administrator February 2006 to May 2013 7 years & 4 months

I was responsible for creating workflow checklists to maintain team's functions uniformly.
I was also responsible for communicating with clients and investing capital in stocks.
I was in charge of a team of handlers and discussed different investment plans with them to attract clients and find investments.

Walter Investments

Portfolio Handler April 2002 to January 2006 3 years & 10 months

I was responsible for handling regular clients and designing designs for them to allocate investments and introduce them to profitable venues.
I communicated with the different clients and discussed investment plans with them.
The stock market trends were something I had to keep a close eye on throughout.
Education

Washington College

BS Finance (September 1996 to May 2000)

A good student.

Riley High School

High School (August 1995 to May 1996)

A good student.
Personal Skills

Devoted

Goal Oriented

Flexible

Technical Skills
  • Software Knowledge
  • Creating Reports
  • Data Analysis
  • Handling Electronics
  • Market Research
  • Team Building
  • Holdings
  • Accounting Specifics
  • Fund Handling
  • Communication
Personal

Driving License

Yes

Marital Status

Married

Relocation

Yes

Nationality

United States

Date of Birth

1978/05/23

Freelance Available

Yes

Home Address

355, Augusta Apartments, Nelson Avenue, Washington.

Gender

Male
Languages

English (US)

Native or Bilingual Proficiency
Activities & Interests

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