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Sample Resume #4

James Sharpe
16 Jackson Avenue
Elizabeth, NJ 07201		Tel: (908) 555-6712 Email:Jm468@earthlink.com
SUMMARY
A track record of outstanding performance in Trust and Investment banking.Successful management of both personal and institutional portfolios with total values close to one billion dollars. An adept analyst of such diverse industries as energy, metals, insurance, banking and electrical. A high-energy, results-oriented manager looking for the next challenge.

OBJECTIVE
An opportunity for a banking professional whose successful loss control/profit preservation approach to portfolio management can make a meaningful contribution.

CAREER HIGHLIGHTS
• Managed a broadly diversified account base of over 395 accounts with a total value in excess of $955 million
• Improved performance of accounts, shortened turn-around time for investment reviews by 25%, thereby cementing relations with clients
• Developed effective computerized methods for rapid analysis of investment diversification
• Upgraded and expanded professional staff of twelve

Broad National Trust Company, Summit, New Jersey: Senior Portfolio Manager. 2000-2004

Developed an innovative computerized method for rapid analysis of investment diversification. Reduced time spent in review analysis by 25% while improving review quality. Reduced turnaround time on investment reviews by 30%.Programs consistently outperformed the S&P index for four years running.

Morgan Guaranty, New York, New York: Portfolio Manager, 1996-2000

Initially recruited as a Senior Investment Analyst. Promoted to Portfolio Manager in 10 months. Hired, trained and supervised twelve additional analysts in related research coverage. Dramatically reduced energy stock holdings in October, 1999 which produced sizable capital gains while avoiding the sell-off that followed. Instituted new software for staff which increased potential investment opportunities by 21%.

EDUCATION
MBA, Columbia Business School Finance and Marketing
MA, BA, Rutgers University Economics


Willing to relocate. References are available upon request.
 
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