Financial Consultant Resume

Added on July 3, 2011 in Accounting and Banking Resumes, F, Management Resumes by admin

Phillip Bryant

23 Sidney Street, Cambridge, MA 02139

Cell: 506 777-7777 Home: 505 777-7777


OBJECTIVE Proprietary trader / hedge fund manager position continuing a successful record of profile generation

PROFILE • 13 years of high-performance in financial investment. Past 10 years as a Market Maker on the floor of the Boston Stock Exchange with a consistent, verifiable record of achievement in competitive and volatile environments.Traded futures options, equities, bonds and derivatives

• Licensed Broker Dealer – American and Boston Stock Exchanges

• Demonstrated competencies in creative problem solving, decision making, negotiating and utilization of computer trading applications

• Noted for options trading expertise, vision, initiative and ethics

EXPERIENCE Market Maker 2000 -Present

Canaccord Adams Inc., Boston, MA

  • •Earned over $10,000,000 in profits starting with $40,000 in equity. Reversed initial client investment within six months
  • •Achieved strong and sustainable gains each year, regardless of market conditions, through a conservative trading approach
  • •Acquired Lead Market Maker (one of three) designation for equity options traded on Microsoft and JDS Uniphase
  • •Invested in and coached five novice traders—on Amex, PSE and CBOE— securing a $600,000 return within three years

Financial Consultant 1997 – 2000

HSBC, Boston, MA

  • Cultivated and managed a base of 300+ clients (retail and institutions) with speculative investments mutual funds, insurance, stocks, bonds, futures and options
  • Led the account development and service of a $25+ million portfolio in collaboration with management
  • Performed personal financial analysis including net worth, cash-flow, income tax situation, investment portfolio analysis, insurance ‘detail, retirement outlook and estate planning

EDUCATION B.A., Business Administration – Finance

Boston University, Boston, MA 1997

  • Co-created an options trading computer program that funded 1.5 years of education

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