Portfolio Manager Resumes in US-Illinois-Chicago: Tameca

Portfolio Manager Resume

Contact Candidate

Name:

Tameca

Location:

US-Illinois-Chicago

Experience:

5-10 yrs

Willing to Relocate:

Willing to Travel:

Most Recent Job Title:

Portfolio Manager

Personal Website:

Objective:

Deeply motivated by over achieving internal standards and expectations. Proactively identify and solving clients goals and objectives. Seeking position that will effectively utilize my experience, interpersonal, and analytical skills.

Resume Text:

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icipates in the development of new investment business with personal financial planning staff.

The Northern Trust Bank
Oak Brook, Illinois
Associate Portfolio Manager
11/02-11/05
Manage medium sized revenue producing investment accounts for personal trust relationships and individual investors- Work closely with portfolio manager to create an investment strategy-Meet with clients to discuss investment program and performance-Consult with trust administrator to identify purpose of trust/agency agreement and to coordinate portfolio activity- Research stocks to add to the portfolio- Transfer money per client direction-monitor cash balances-Raise cash as needed-research any discrepancies in clients account that may occur.

The Northern Trust Bank
Chicago, Illinois
Investment Manager Representative
7/00-11/02
Serve as a primary contact for investment manager on domestic and global settlements issues- Execute foreign exchanges and monitor daily cash
management for global portfolios-communicate with other internal partner areas to get issues resolved-Stay abreast of changes in various securities markets.

TD Waterhouse
Equity Broker
7/99-7/00
Chicago, Illinois
Placed desired stock, option and mutual fund trades for customers-Educated customers on their financial products-Monitored customers margin accounts to ensure margin maintenance is at the correct level-Communicated to customer total equity and total market value-Handled any customer issue that may arise.

Castle Bancgroup
Personal Banker
7/98-7/99
DeKalb, Illinois
Explained various bank services available to customers and opened new deposit accounts in order to meet each customer’s needs-counseled customer about opportunities in alternative forms of investments or services-Redeemed, issued and exchanged U.S. Savings Bonds-Assisted in the operations of the consumer loan and new account procedures and regulations.

H&R Block
Tax Prepare
1996&1998
Sycamore, Illinois Edit self-prepared taxes, solved problems and skillfully answered customers questions- Successfully prepared taxes with the best tax cuts- Systematically utilized tax preparation software.

EDUCATION
Master of Business Administration, Finance
7/03-9/05
Keller Graduate School of Management
Oak Brook, IL

Bachelor of Science, Finance
1994-1999
Northern Illinois University
DeKalb, IL

ACHIEVEMENT
Series 7 & 63 Broker license
1999
TD Waterhouse
Chicago, IL

COMPUTER
Microsoft Office
Bloomberg
Baseline
Reuters
Lotus Notes
WONDA

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