Planner CV - Sample
Raymond Tag
Address: 506, West side, Xenoss, New York.
E-mail: ray******@gmail.com
Cell: +066-99********
Career Objective
Seeking an opportunity to, make relationship grow with the customers, at the same time increasing the investment strategies to attain financial objectives.
Career Summary
- 10+ years of experience in handling sign amortization programs.
- Responsible for analyzing telecommunication industry and finding out the databases for the firm.
- Responsible in developing database and geographic information system application.
- Responsible in maintaining training session for the trainees to teaching them about the region planning and open spaces.
Certification
- Certified Financial Planner.
- ACQ – American society for quality certification program.
- CMQ/OE- Manager of Quality/Organizational Excellence Certification.
Computer Skills
- Good Knowledge in Microsoft office and its products like word, publisher, access, excel, front page.
Employment Experience
Financial Planner (March 2003 - present)
Tempests, Texas.
Responsibilities:- Implement the planning of the business development approaches to bring new clients.
- Carryout detailed reviews of customers' financial conditions and impact of it on future objectives.
- Helping customers in their financial decisions.
- Communicating information to customers to make them familiar with various business options and assist them evaluate the relative advantages of several plans.
Financial Advisor (Oct 1997 - Mar 2003)
Financial Corporation, Texas.
Responsibilities:- Analyzing information and organizing plans that are suitable according to the customers needs.
- Discussing the products for feasible rates.
- Offering customers with solutions and information on latest products and services.
Professional Affiliation
- Planning Association of America.
- Society and Regional Planning History of America.
- Society, International Planning History.
Academic Qualification
- Masters in Urban Design and Planning from University of Illunois in 2006 with 87%.
- B.Sc. in Urban Planning from Austin in 2002 with 76%.
- B.Sc. in Finance from University of Texas in August 1999 with 87%.
Key Skills
- Good leadership and communication skills.
- Excellent business and planning skills.
- Reliable and keen to learn new things.
Personal Details
Date of Birth: 17th April, 19**.
Languages known: English, Chinese.
Strengths: Hard working, Keen to learn new things, judgemental.
