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Rebecca Adams: Professional Experience

Rebecca Adams is a financial advisor with over 15 years of experience managing investment portfolios and conducting equity research. She has an MBA and certifications in financial planning. Her skills include investment analysis, client relations, and office management. References are available upon request.

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Palak Garhwani
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51 views1 page

Rebecca Adams: Professional Experience

Rebecca Adams is a financial advisor with over 15 years of experience managing investment portfolios and conducting equity research. She has an MBA and certifications in financial planning. Her skills include investment analysis, client relations, and office management. References are available upon request.

Uploaded by

Palak Garhwani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Rebecca Adams

Financial Advisor

+1 (234) 567-8900 Professional Experience


1234 SW 40 St, City, State,
Country 12345 Position, Company, 2003 - 2007
Managed investment portfolios for more than 400 clients with over $17 million in
[email protected]
assets under care. Conducted equity research on companies to discover undervalued
www.your-domain.com investments with reasonable prospects for long term sustainable growth.

Education Position, Company, 2007 - 2011


Coordinated portfolio reviews with clients to regularly evaluate an investment's
Bachelor/Degree
performance toward achieving documented long-term financial goals. Presented
University, Location
investment and financial planning seminars to clients and prospective clients.
2003 - 2007

Bachelor/Degree
University, Location Position, Company, 2011 - 2016
2012 - 2014 Generated new clients using a personal, face-to-face approach that built trust and
emphasized personal service to the individual investor. Managed an office environment
by collaborating with an assistant to ensure a functioning office.
Certifications
Certification Title
Position, Company, 2016 - present
Institution, Location
Identified clients and prospective clients in need of investment guidance and then
2006
recommended investment solutions appropriate for each individual. Prepared an Excel
based financial forecast for a $60 million green-field industrial project.

Skills
Adobe Creative Cloud

References
HTML / CSS

Jimmy Nelson Paul Washington


Microsoft Office
Organization. Organization.
+1 (234) 567-8900. +1 (234) 567-8900.
Canva / Sketch
[email protected] [email protected]

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