Stuart Jones
Portfolio Manager
Efficient, insightful and experienced portfolio manager with the decision power to invest in the most profitable programs. I have worked for renowned companies and have contributed to the profit hike significantly. I wish to continue facing challenges because they teach me how to perform better and deliver more.
Personal
Date of Birth
1977/03/09Nationality
United StatesHome Address
29, Hill View Drive, Santa Barbara, CA.Relocation
YesDriving License
YesAchievements
Achievements
Personal Skills
Confident
Cooperative
Insightful
Knowledgeable
Cooperative
Eloquent
Consistent
Technical Skills
- Investment Plans
- Business Plans
- Equity Trading
- Team Builder
- Communication
- Data Analysis
- Growth Predictions
- Leadership
- Mutual Funds
- Financial Analysis
- Market Analysis
- Technical Analysis
- Report Analysis
Languages
English (US)
Native or Bilingual ProficiencyWork Experience
Lawrence Bank
Portfolio Manager June 2010 to Present
Responsible for staying updated with the stock market and mutual fund market. Making decisions of bank investments in order to yield maximum profits is my duty.
I supervise the finance team and check reports in order to take the decision of financial planning for the whole year. All investments and purchases are made after evaluating risk.
I supervise the finance team and check reports in order to take the decision of financial planning for the whole year. All investments and purchases are made after evaluating risk.
Williamson Investments
Portfolio Manager February 2005 to May 2010
Responsible for leading a team of researchers and analysts. I was given reports to check and conclude market trends and decide which mutual fund or stocks to invest in.
I was also responsible for training a team of financial assistants to help clients manage their wealth. This required a strong impressionable person and I was selected to lead young interns and managers.
I was also responsible for training a team of financial assistants to help clients manage their wealth. This required a strong impressionable person and I was selected to lead young interns and managers.
National Investments
Investments Manager January 2003 to January 2006
Responsible for preparing presentations for potential clients and accompanying the representatives to meetings in order to get new investments made. I was then assigned to view the stock market trends and create reports about risk reduction and financial market overview.
I was promoted to managing investments and accounts of key investors. It was my duty to stay updated with the market and suggest profitable investments and stock options.
I was promoted to managing investments and accounts of key investors. It was my duty to stay updated with the market and suggest profitable investments and stock options.
Education
College of California
Masters — MBA (Finance) (August 1999 to March 2002)
College of California
Bacholers — BS (Business Management) (September 1993 to May 1995)
Activities
& Interests
News paper
Reading
Holidays
News
Relaxing
Web Surfing
