Andrew Smith

287 Custer Street, Hopewell, PA 00000
(000) 000-0000

Professional Summary

Client-centric finance professional with over 15 years of experience working within world-renowned banking institutions as a wealth management specialist.  Committed to providing first-class customer service to deepen relationships with consumers and engage them in the products and services offered.  Expert in loans, deposits, investments, financial planning, and mortgages.  Enthusiastic, results-driven leader with extensive success collaborating with subject matter experts to develop and execute creative solutions.

Employment history

Senior Dealer, Howell, Fritsch and Mitchell. West Roxie, Washington
Jul. 2017 – Present
Equity dealers buy, sell and give advice on investment and financial instruments, such as stocks, bonds, commodities and mutual funds. They research the companies producing these investments and make recommendations to their clients, which can consist of individuals, money managers, pension fun

  • Contact prospective customers to present information and explain available services.
  • Complete sales order tickets and submit for processing of client-requested transactions.

  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.ds, government agencies or corporations.

  • Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
Export Billing, Price-Walsh. Walshberg, Mississippi
Jan. 2004 – Jul. 2004
  • Maintain metrics, reports, process documentation, customer service logs, or training or safety records.

  • Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.

  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.

  • Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
  • Compile, copy, sort, and file records of office activities, business transactions, and other activities.
  • Compute, record, and proofread data and other information, such as records or reports.
  • Review files, records, and other documents to obtain information to respond to requests.
  • Resolve customer complaints or answer customers' questions regarding policies and procedures.
  • Provide clerical support to other departments.
Account Assistant, Carroll-Jenkins. South Destiny, Connecticut
Mar. 2001 – Oct. 2001

  • Compiled general ledger entries on a short schedule with nearly 100% accuracy.
  • Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
  • Establish tables of accounts and assign entries to proper accounts.

  • Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.

  • Receive payments and post amounts paid to customer accounts.

  • Locate and monitor overdue accounts, using computers and a variety of automated systems.
  • Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.

  • Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
Account Assistant, Pacocha, Nikolaus and Kiehn. New Joy, Georgia
Apr. 1996 – Oct. 1998
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.

  • Create, maintain, and enter information into databases.

  • Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.

  • Compile, sort and verify the accuracy of data before it is entered.


Mosciski College, Grahamberg, Massachusetts
Finance, Feb. 2008
North Labadie College, West Kendallfurt, Pennsylvania
High School Diploma, Finance, Aug. 1991


Ability to meet the deadline of the work
Proficiency in Microsoft Office
Remarkable patience with reliability and responsibility
Strong problem solving capabilties
Strong work ethics with remarkable customer handling skills

Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.  

Enthusiastic and ambitious customer service specialist with wide-spread transferable skills in management, sales, and operations.  Exceptional ability to connect with people and understand their wants, needs, and desires and delivering legendary service on every interaction.

Employment history

Dealer, Rosenbaum Group. Gottliebberg, North Carolina
Sep. 2019 – Oct. 2019
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Solicit sales of new or additional services or products.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Accounts Executive, Paucek, Walter and Weimann. Rooseveltshire, Tennessee
Oct. 2014 – Jun. 2015
  • Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
  • Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  • Receive payments and post amounts paid to customer accounts.
  • Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.


Diploma in Computer Application ( DCA )
TALLY 7.2 Accounting Package
NISM Series V-A Mutual Fund Distributors Continuing Professional Education Program
NISM Series VIII Equity Derivatives Continuing Professional Education Program


Hindi, English, Telugu, Kannada


Southern Murphy, South Arnold, Utah
Bachelor of Commerce, Commerce, Jun. 2013
Hamill Institute, Casiemouth, Kentucky
Mathematics, Economics & Commerce ( MEC ), Accounts, Nov. 2007
Rath Academy, Port Cristahaven, Oklahoma
SSC, Nov. 2004

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