Peter Voyles - Branch Manager Resume Simple
Seeking a position in a company that will utilize my skills and experience to help the organization. I am a highly motivated individual with a strong work ethic, and a positive attitude.
  • mutual funds, office, investments, management, wealth management, equities, operations, fixed income, trading
  • 2017-12-252017-12-25

    Branch Manager

    Ucsf Medical Center

    • Executed trades for equities, mutual funds, and fixed income products. Developed and implemented a disciplined portfolio management process.
    • Securities, investment products, and trading operations. Assist in the development of new and existing clients. Utilize the office to create and implement a comprehensive financial plan.
    • Successfully managed a portfolio of over $1.6 million in assets under the wealth management sector. Developed and implemented a new client relationship.