Joe James
123 Main St
Boston, MA 02109
(123)-456 7890.


Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.

CFP, 199
NASD 6 And 7

Financial Advisor, 1995 – Present
L.T.D. Consultants, Tuscon, AZ

Managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of seven years. Conducted company research and analyzed profiles, identifying a number of startups that have yielded significant returns. Monitored account activity online.

Investment Analyst, 1989 – 1994
Hoover Associates, Portland, OR

Prepared investment analyses for clients, including several with more than $500M in total assets under management. Communicated with sell-side analysts and company management. Assessed economic trends. Selected and monitored investments in bonds, banks, automotives, and biotech.

University of Oregon, Eugene, OR
M.B.A., Finance, June 1994

University of Texas, Austin, TX
B.S., Accounting, June 1988