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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx xxx-xxx-xxxx

abc@xyz.com

 

 

Profile of Qualifications

 

         Executive level Professional with 20+ years of experience in the financial industry.

         Well versed in implementing highly effective strategies to significantly drive business development.

         Possesses expertise in developing relations, identifying client/investor needs and educating clients on individualized strategies.

         Demonstrated ability to direct institutional equity research sales across multiple growth sectors.

 

Key Achievements

 

         Continually exceeded firm average, market share and voting rank; successfully facilitated 30 research visits annually.

         Consistently ranked highly in reviews of internal sales force conducted by Research Analysts.

         Recognized for ability to manage high profile clients.

 

Professional Synopsis

 

Harvest Capital Strategies (JMP Group) 2012-2014

Managing Director, Head of Marketing for Alternative Funds

         Fulfilled critical leadership position, directing marketing and investor relations operations across the United States and Europe.

         Developed and implemented highly effective business development strategies; fostered positive, lasting business relationships.

         Strategically promoted firm at various events, including prime brokerage sponsored events, round-tables and conferences.

         Utilized various tactics to successfully prospect public/corporate pension funds, endowments, foundations and institutional fund of funds.

 

JMP Securities 2001-2012

Managing Director, Institutional Equity Research Sales

         Assumed key institutional equity sales role within investment bank brokerage firm; focused primarily on growth sectors, including healthcare, biotech and technology.

         Cultivated positive relationships; leveraged industry expertise to establish rapport and make knowledge based recommendations regarding mutual funds and hedge funds.

         Successfully covered high profile hedge funds, including T. Rowe Price.

 

Previous Positions:

Robertson, Stephens and Co.; Institutional Equity Research Sales 1994-2001

CJ Lawrence/Deutsche Bank; Institutional Equity Research Sales 1990-1994

 

Education & Professional Development

 

Bachelor Degrees in Finance and Real Estate Finance, The University of Texas at Austin; 1987

CPMC Womens Board

Hillsborough Beautification Foundation Head of Projects and on the Board of Directors

Hillsborough Garden Club

 

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