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Charles Walker
100 Royal Worcester Drive
London, England W1T 1JY Mobile: 7700 900129
Tel: (020) 7123 4567 charles-walker@email.com
Professional Summary
Successful Trader with eight years of experience making sound investment decisions. Analytical thinker and skilled problem solver. Communicates effectively with clients and colleagues alike.
Areas of Expertise
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Work Experience
Gerson Financial 5/1/2012 to Current Trader
Ward Hill, England
- Create and execute short and long-term customised comprehensive financial strategies to reach company goals.
- Prepare internal quarterly and annual portfolio monitoring reports.
- Diligently review speciality loans for compliance with all reporting requirements.
- analyse financial information obtained from clients to determine strategies for meeting their financial objectives.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programmes.
- Acquired 14 new clients in the last year, for a total investment portfolio value of $750,0.
Epsilon Investments 4/1/2006 to 3/1/2012 Trader
Ward Hill, England
- Implemented financial planning recommendations.
- Selected and maintained superior investment portfolios.
- Communicated regularly with management regarding portfolio performance and new loan transaction quality.
- Created charts and graphs to illustrate daily, monthly and annual financial reports.
- Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
- Trained a Junior Trader.
Education
Whitmore College 2004 Bachelor of Science: Economics Hayward, England
3.8 GPA