Carl Furman
123, Ellis Street
Boston, MA, 01234
(123) 456 789

Objective

Dynamic and assertive individual seeking for a challenging position as a stock broker.

Qualificational Summary

• Progressive experience of more than 2 tears in the financial field.
• Brokerage License, series 6 & 65.
• Ability to acquire long term and instant goals and meet operation deadlines.
• Improved interpersonal abilities.
• Ability to work well even in the stressful environment.

Pofessional Experience

Bagchee Associates, Dallas, TX
2/88-Present
Fund Accountant

• Commercial paper buying for private accounts.
• Reporting to traders and portfolio managers on investment cash availability.
• Report/monitor portfolio security changes.
• Keep record of interest/dividend payments and track bonds and stocks.
• Preparing and analyzing performance reports for shareholders and board of directors, using market invoices.
• Interact with banks and brokers relating to trade settlements.
• Prepare audit papers, help public accountants, book accounting transactions (securities, shares, receipts, expenses, dividends and disbursements).
• Responsible for comparing industry status.

Educational Details

KINGWOOD COLLEGE, Austin, TX
B.A., Accounting Finance, 1987
McMURRY UNIVERSITY, Dallas, TX
One year abroad, 1984

Computer Skills

Shaw Data and Lotus 1-2-3.

References

Available upon request.