Mickey Rowlings
1001 East Sunrise Dr.,
Tucson, AZ 85718
Telephone No: 520-209-1023
Email id: XXXXXXXXX@gmail.com
OBJECTIVE :
Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.
CREDENTIALS :
CFP, 199
NASD 6 And 7
NASD 63
EXPERIENCE :
Financial Advisor, 1995 - Present
L.T.D. Consultants, Tuscon, AZ
Managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of seven years. Conducted company research and analyzed profiles, identifying a number of startups that have yielded significant returns. Monitored account activity online.
Investment Analyst, 1989 - 1994
Hoover Associates, Portland, OR
Prepared investment analyses for clients, including several with more than $500M in total assets under management. Communicated with sell-side analysts and company management. Assessed economic trends. Selected and monitored investments in bonds, banks, automotives, and biotech.
EDUCATION :
University of Oregon, Eugene, OR
M.B.A., Finance, June 1994
University of Texas, Austin, TX
B.S., Accounting, June 1988
1001 East Sunrise Dr.,
Tucson, AZ 85718
Telephone No: 520-209-1023
Email id: XXXXXXXXX@gmail.com
OBJECTIVE :
Position as financial or investment advisor with a leading investment firm, specializing in the management of large corporate assets.
CREDENTIALS :
CFP, 199
NASD 6 And 7
NASD 63
EXPERIENCE :
Financial Advisor, 1995 - Present
L.T.D. Consultants, Tuscon, AZ
Managed a six-figure diversified portfolio that has experienced at least 20% annual growth over the course of seven years. Conducted company research and analyzed profiles, identifying a number of startups that have yielded significant returns. Monitored account activity online.
Investment Analyst, 1989 - 1994
Hoover Associates, Portland, OR
Prepared investment analyses for clients, including several with more than $500M in total assets under management. Communicated with sell-side analysts and company management. Assessed economic trends. Selected and monitored investments in bonds, banks, automotives, and biotech.
EDUCATION :
University of Oregon, Eugene, OR
M.B.A., Finance, June 1994
University of Texas, Austin, TX
B.S., Accounting, June 1988