Sample Resume for a job as Senior Executive for a Financial Services Technology Company
Although this resume dates back 23 years, we don’t know how old the job seeker is because she didn’t list dates under Education. Her work history is filled with promotions and she is recently self-employed, which she downplayed by listing her job title as CEO, President & Founder. E-resume version of this resume for posting online.
This resume was written or critiqued by a member of Susan Ireland’s Resume Team. The job seeker agreed to allow us to make his or her resume anonymous and to post it on this website.
To learn how to write an effective resume, go to the Resume Guide. To write your resume with easy-to-use templates, order Susan Ireland’s downloadable software, Ready-Made Resumes.
Here’s the e-resume version for posting online, formatted according to the E-Resume Guide.
NATALIE FALLBURG
123-555-1234
NatalieF@bamboo.com
38 Baltimore Street
Chicago, IL 12345
JOB OBJECTIVE
Entrepreneurial Senior Executive for a financial services technology company
SUMMARY OF QUALIFICATIONS
- Fourteen years’ senior management experience and twenty-three years in financial services.
- Premium investment analysis, business strategy, and operations talent.
- Strong team-building, client service, research, and negotiation skills.
- PR and marketing orientation with extensive investment industry and venture capital contacts; frequent conference speaker.
PROFESSIONAL EXPERIENCE
2003-pres., HealthCor.com Inc., Chicago, IL
CEO, PRESIDENT & FOUNDER
Developed and led solid business strategy for a pioneering e-hub solution allowing institutional plan sponsors to hire and manage service providers using the Internet.
- Wrote business plan selected by industry leader as strongest of 14 competitors.
- Created robust financial model, and secured an oversubscribed Series A round of financing and term sheet for series B round.
- Built a dynamic management team, recruiting a diverse cross-section of outstanding industry experience.
- Established startup infrastructure, including incorporation, real estate, HR, insurance, and accounting.
- Directed product development in close partnership with technical team.
- Established catalytic joint ventures in product development and sales.
- Assessed market needs and opportunities and conceptualized the innovative netmarketer model.
2000-03, P.L. Jones and Associates, Chicago, IL
PRESIDENT & SENIOR CONSULTANT
Created infrastructure and team building to support a dramatic expansion for a successful investment consulting firm, and managed large accounts.
- Attracted exceptionally talented professionals, including investment consultants, a COO, and Research Director (newly established position).
- Developed and implemented a strategic business plan and budget process.
- Won billion-dollar accounts and managed investment programs for the firm’s largest public and corporate clients, consistently improving returns.
- Raised company profile significantly with front page coverage in industry publications.
- Renegotiated partnership terms to broaden ownership structure.
- Worked with state and municipal governments to create and pass government investment legislation.
1997-00, JRD Capital Group, Midwest Region, Chicago, IL
MANAGING DIRECTOR, 1998-00
Led investment consulting firm region as one of a 13-member management team, accomplishing record revenue growth and client retention during a period of overall declining revenues.
- Recruited diverse team and cultivated collaboration through numerous team-building projects.
- Coached 14 employees and 70 clients using strong client service model.
- Assisted in sale of company, working closely with buyers and investment bankers.
SENIOR CONSULTANT, 1997-98
Won extraordinary client trust, building investment programs from the ground up and catalyzing massive internal restructuring where needed.
- Ensured meticulous performance measurement, manager search, due diligence, and optimization of manager structure.
- Conducted asset allocation studies, investment policy work, and custodian and 401K searches, with specialty work for non-pension and healthcare clients.
1995-96, Rogers Capwell Partners, Naperville, IL
VICE PRESIDENT
Marketed pension consulting and investment manager services to public and corporate plan sponsors with assets from $1M to $1.5B.
- Learned investment consulting and acquired several large 401K plans.
1987-94, FRGB Carl Turly, Wellington, New Zealand
VICE PRESIDENT & CORPORATE OFFICER, 1990-94
ACCOUNT EXECUTIVE, 1987-90
Built an investment management business with over $250M in assets for institutional clients and high net worth clients.
- Bought and sold securities for high returns, consistently ranking in top 5% of account executives company-wide.
- Delivered numerous TV presentations, staff training, and educational seminars, and served as guest lecturer for the University of New Zealand.
- Won awards for creating joint venture management plan.
1985-86, RESEARCH ASSOCIATE, State Bank of Wellington, Wellington, New Zealand
1984-85, NATIONAL PRESIDENT, AIESENZ, Wellington, New Zealand
1983, MANAGEMENT TRAINEE, La Societe Generale, Reims, France
1981-83, TAX AUDITOR, Internal Revenue Service, Pittsburgh, PA
EDUCATION
Bachelor of Commerce, University of Pittsburgh, PA
Finance/General Management Major, Accounting Minor
Series 65, 7, 63, and New Zealand Officers and Directors Exam, Options Course
AFFILIATIONS
Member, Forum for Women Entrepreneurs
Member, CEO Executive Development Group
Senior Executive for a Financial Services Technology Company
Sample Resume for a job as Senior Executive for a Financial Services Technology Company
Although this resume dates back 23 years, we don’t know how old the job seeker is because she didn’t list dates under Education. Her work history is filled with promotions and she is recently self-employed, which she downplayed by listing her job title as CEO, President & Founder. E-resume version of this resume for posting online.
This resume was written or critiqued by a member of Susan Ireland’s Resume Team. The job seeker agreed to allow us to make his or her resume anonymous and to post it on this website.
To learn how to write an effective resume, go to the Resume Guide. To write your resume with easy-to-use templates, order Susan Ireland’s downloadable software, Ready-Made Resumes.
NATALIE FALLBURG
123-555-1234
NatalieF@bamboo.com
38 Baltimore Street
Chicago, IL 12345
JOB OBJECTIVE
Entrepreneurial Senior Executive for a financial services technology company
SUMMARY OF QUALIFICATIONS
- Fourteen years’ senior management experience and twenty-three years in financial services.
- Premium investment analysis, business strategy, and operations talent.
- Strong team-building, client service, research, and negotiation skills.
- PR and marketing orientation with extensive investment industry and venture capital contacts; frequent conference speaker.
PROFESSIONAL EXPERIENCE
2003-pres., HealthCor.com Inc., Chicago, IL
CEO, PRESIDENT & FOUNDER
Developed and led solid business strategy for a pioneering e-hub solution allowing institutional plan sponsors to hire and manage service providers using the Internet.
- Wrote business plan selected by industry leader as strongest of 14 competitors.
- Created robust financial model, and secured an oversubscribed Series A round of financing and term sheet for series B round.
- Built a dynamic management team, recruiting a diverse cross-section of outstanding industry experience.
- Established startup infrastructure, including incorporation, real estate, HR, insurance, and accounting.
- Directed product development in close partnership with technical team.
- Established catalytic joint ventures in product development and sales.
- Assessed market needs and opportunities and conceptualized the innovative netmarketer model.
2000-03, P.L. Jones and Associates, Chicago, IL
PRESIDENT & SENIOR CONSULTANT
Created infrastructure and team building to support a dramatic expansion for a successful investment consulting firm, and managed large accounts.
- Attracted exceptionally talented professionals, including investment consultants, a COO, and Research Director (newly established position).
- Developed and implemented a strategic business plan and budget process.
- Won billion-dollar accounts and managed investment programs for the firm’s largest public and corporate clients, consistently improving returns.
- Raised company profile significantly with front page coverage in industry publications.
- Renegotiated partnership terms to broaden ownership structure.
- Worked with state and municipal governments to create and pass government investment legislation.
1997-00, JRD Capital Group, Midwest Region, Chicago, IL
MANAGING DIRECTOR, 1998-00
Led investment consulting firm region as one of a 13-member management team, accomplishing record revenue growth and client retention during a period of overall declining revenues.
- Recruited diverse team and cultivated collaboration through numerous team-building projects.
- Coached 14 employees and 70 clients using strong client service model.
- Assisted in sale of company, working closely with buyers and investment bankers.
SENIOR CONSULTANT, 1997-98
Won extraordinary client trust, building investment programs from the ground up and catalyzing massive internal restructuring where needed.
- Ensured meticulous performance measurement, manager search, due diligence, and optimization of manager structure.
- Conducted asset allocation studies, investment policy work, and custodian and 401K searches, with specialty work for non-pension and healthcare clients.
1995-96, Rogers Capwell Partners, Naperville, IL
VICE PRESIDENT
Marketed pension consulting and investment manager services to public and corporate plan sponsors with assets from $1M to $1.5B.
- Learned investment consulting and acquired several large 401K plans.
1987-94, FRGB Carl Turly, Wellington, New Zealand
VICE PRESIDENT & CORPORATE OFFICER, 1990-94
ACCOUNT EXECUTIVE, 1987-90
Built an investment management business with over $250M in assets for institutional clients and high net worth clients.
- Bought and sold securities for high returns, consistently ranking in top 5% of account executives company-wide.
- Delivered numerous TV presentations, staff training, and educational seminars, and served as guest lecturer for the University of New Zealand.
- Won awards for creating joint venture management plan.
1985-86, RESEARCH ASSOCIATE, State Bank of Wellington, Wellington, New Zealand
1984-85, NATIONAL PRESIDENT, AIESENZ, Wellington, New Zealand
1983, MANAGEMENT TRAINEE, La Societe Generale, Reims, France
1981-83, TAX AUDITOR, Internal Revenue Service, Pittsburgh, PA
EDUCATION
Bachelor of Commerce, University of Pittsburgh, PA
Finance/General Management Major, Accounting Minor
Series 65, 7, 63, and New Zealand Officers and Directors Exam, Options Course
AFFILIATIONS
Member, Forum for Women Entrepreneurs
Member, CEO Executive Development Group