Larry Lillard - Financial Advisor Resume Simple
Highly motivated, results-driven financial professional with a proven track record of success in the areas of investment banking, and sales. I have a passion for developing and maintaining relationships with clients and colleagues.
  • customer service, mutual funds, training, series 7, real estate, research, reports, trading, financial markets, analysis
  • 2017-12-252017-12-25

    Financial Advisor

    UNIVERSAL Protective Services

    • Provided research and advice on the financial markets, mutual funds, and real estate investment trusts to ensure the highest level of customer service and retention.
    • Create and present training materials and financial reports to the client and the investment Committee using advanced analysis of the mutual funds.
    • Sold and sold securities and products to the client and the firm. Worked with the team to develop a new investment policy and implemented a new trading platform.
    • Successfully sold and sold a Series 7, 63, and 65 licenses. Passed Series 7 license exams. Managed a team of 15 professionals.
    • Assisted in the development of a new financial management system, which included the creation of a new chart of accounts, and the implementation of a new accounting software.
    • Implemented and managed a portfolio of over 100 clients. Successfully negotiated and closed a $1.2 million dollar investment.