Financial consultant

Financial consultant
Resume examples

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Financial consultant
Financial consultant
Resume examples

3Financial consultant resume examples found

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Experience level

Financial consultant

Entry level

Appraised budgets and organized financial reports for executives to verify that all business policies were in compliance.

  • Designed and assisted clients in their investment goals, examined portfolio performance, forecasted investment risks, and commended applicable asset distribution among various investment units.
  • Evaluated clients' overall financial position by reviewing income statements, assets valuation and done detailed cash flow analysis for over 100+ clients through eMoney that enhanced productivity.
  • Created RFPs to develop business contacts with potential investors for various companies while resolving their related inquiries.
  • Formulated and applied new financial accountability procedures through MoneyGuidepro that effectively increased risk management measures.

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