Carl Furman
123, Ellis Street
Boston, MA, 01234
(123) 456 789
OBJECTIVE
A challenging career in trading.
SUMMARY OF QUALIFICATIONS
- Brokerage License, series 7 & 63.
- Two years of progressive, financial experience.
- Developed interpersonal abilities.
- Self-motivated; able to achieve immediate and long-term goals and meet operation deadlines.
- Respond well in high-stress atmosphere.
EXPERIENCE
2/88-Present
COPPERDASH ASSOCIATES, Nashville, TN
Fund Accountant
- Report directly to Portfolio Manager and Traders on investment cash availability.
- Buy commercial paper for private accounts.
- Track stocks and bonds; record dividend/interest payments.
- Monitor/report portfolio security changes.
- Interface with Brokers and Banks regarding trade settlements.
- Analyze/prepare performance reports for Board of Directors and Shareholders, utilizing market invoices.
- Run industry comparisons.
- Assist Public Accountants, prepare audit papers, price out daily net worth for NASD, book accounting transactions (shares, securities, expenses, receipts, disbursements and dividends).
- Analyze current market condition; forecast dividend/interest payments and fund expenses.
EDUCATION
CAMPBELL COLLEGE, Bules Creek, NC
B.A., Accounting Finance, 1987
OXFORD UNIVERSITY, Oxford, England
One year abroad, 1984
COMPUTERS
Lotus 1-2-3 and Shaw Data
REFERENCES
Furnished upon request
