Jan Dorrance - Financial Advisor Resume Simple
Financial services professional with over 10 years of experience in the financial industry, including banking, finance, and investment management. Proven ability to develop and implement strategies to increase efficiency and profitability.
  • loans, solutions, mutual funds, management, wealth management
  • 2017-12-252017-12-25

    Financial Advisor

    Marywood University

    • Provided wealth management solutions for mutual funds, ETFs, and options. Assisted in the development of new investment strategies.
    • Responsible for the completion of all loans and deposits. Also, I was responsible for the preparation of the loan documents and the processing of the loan.
    • Developed and maintained relationships with clients and prospects. Conducted seminars and workshops on financial products and services. Provided expert advice and guidance to clients.
    • Developed and maintained client relationships with a focus on financial plans. Recommended and implemented strategies to achieve their financial goals.
    • Worked with clients to develop a plan to achieve their financial goals and objectives. Created a comprehensive financial plan and presented to the client.