29, Hill View Drive, Santa Barbara, CA.
stuartjones@yahoo.com
0012778904576
CV Picture
Stuart Jones
Portfolio Manager
Efficient, insightful and experienced portfolio manager with the decision power to invest in the most profitable programs. I have worked for renowned companies and have contributed to the profit hike significantly. I wish to continue facing challenges because they teach me how to perform better and deliver more.
Work Experience
(Jun 2010 - Present)
Lawrence Bank
Portfolio Manager

Responsible for staying updated with the stock market and mutual fund market. Making decisions of bank investments in order to yield maximum profits is my duty.

I supervise the finance team and check reports in order to take the decision of financial planning for the whole year. All investments and purchases are made after evaluating risk.

(Feb 2005 - May 2010)
Williamson Investments
Portfolio Manager

Responsible for leading a team of researchers and analysts. I was given reports to check and conclude market trends and decide which mutual fund or stocks to invest in.

I was also responsible for training a team of financial assistants to help clients manage their wealth. This required a strong impressionable person and I was selected to lead young interns and managers.

(Jan 2003 - Jan 2006)
National Investments
Investments Manager

Responsible for preparing presentations for potential clients and accompanying the representatives to meetings in order to get new investments made. I was then assigned to view the stock market trends and create reports about risk reduction and financial market overview.

I was promoted to managing investments and accounts of key investors. It was my duty to stay updated with the market and suggest profitable investments and stock options.

Education
(1999 - 2002)
College of California
MBA (Finance)
Good student.
(1993 - 1995)
College of California
BS (Business Management)
Excellent student.
Achievements

Awarded for increasing net worth by $1.2 million during the first half of the first year at Williams Investments Ltd.

Awarded for best presentation to clients that resulted in investments of $2 million by investors.

Technical Skills
0
 
5
 
  • Report Analysis
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  • Technical Analysis
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  • Equity Trading
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  • Investment Plans
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  • Mutual Funds
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  • Market Analysis
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  • Business Plans
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  • Growth Predictions
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  • Leadership
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  • Communication
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  • Team Builder
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  • Data Analysis
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  • Financial Analysis
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Languages
 
English (US)
Native or Bilingual Proficiency
Personal
 
Skype
stuartjones
 
Nationality
United States
 
Date of Birth
1977/03/09
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