Addie Ramsey - Financial Advisor Resume Simple
A highly motivated, results-driven financial professional with a proven track record of success in the areas of financial planning, analysis, and sales.
  • manager, investments, management, insurance
  • 2017-12-252017-12-25

    Financial Advisor

    Tallahassee Community College

    • Managed and maintained client relationships, including insurance, investments, and management. Developed and implemented a plan to achieve goals.
    • Investment Manager -managed and trained a team of five advisors in the areas of financial planning, asset allocation, and portfolio management.
    • Managed a portfolio of over 200 clients, including the development of a new financial planning system. Developed and implemented a comprehensive marketing plan.
    • Investment advisor -managed a portfolio of over 200 clients and provided a personalized approach to their financial needs. Educated clients on the importance of investing and the best products.
    • Investment Management: Managed client relationships and provided financial advice. I was responsible for the implementation of a new software platform.


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