INTERACTIVE POWERPOINT RESUME Career Objective: To become a Relationship Banker Drake Dixon 500 N Metro Blvd Apt 1269, Chandler, AZ Phone:

Preface Work Experience EducationLicensesLanguagesAwards Preface Dear Hiring and Recruiting, Working in the Financial Services industry has been my personal career goal for many years. This goal motivated me to graduate Cum Laude from CSU Monterey Bay. My interest in the industry began while working for Wells Fargo Bank where I had an opportunity to shadow our branch’s Financial Advisor. Having the opportunity to observe what his position entailed and watching how much value he was able to bring to each client he had, I realized that I had found the career path that was best suited for me. More…

Preface Work Experience EducationLicensesLanguagesAwards Preface (cont’d) Recently, I held a position at Thrivent Financial for Lutherans as a Financial Representative. A family friend, who works for Thrivent, heard that I was interested in Financial Advising and had encouraged me to apply for a position. A few months later, I was hired with the company and due to discipline and hours of studying, I passed the exams. Throughout my college years I was working at the Holiday Inn Express (HIE) learning skills necessary to becoming an asset to Thrivent’s team. I began as a Guest Service Representative; however, my supervisors noticed my ability to lead our team and as a result, I was promoted to Director of Sales. With this promotion came more responsibility. As Director of Sales, I have provided numerous groups with accommodations, exceeded my prospective and outside sales calls goals, and implemented a new, profitable promotion known as the Diver’s Discount. More…

Preface Work Experience EducationLicensesLanguagesAwards Preface (cont’d) To work efficiently and as a part of a team, I believe that one must possess excellent listening and interpersonal communication skills. Working as a Financial Representative and as the Director of Sales, I am and have been communicating with new and existing clients daily and not just hearing what they say, but actually listening to what they mean. For many prospective clients and groups, I was the first person they came in contact with and would base their opinion of our company on our phone conversations alone. These skills have led me to become successful as a team member, Advisor, and as a person. I would like to thank you for your time and am excited about the opportunity of possibly working as a part of Vanguard’s team of Retirement Plan Service Advisors. Enclosed is my personal resume that further shows my hard work and dedication. If you have any additional questions or would like to further discuss my candidacy, please feel free to reach me at (559) or by at

Preface Work Experience EducationLicensesLanguagesAwards Work Experience September 2012 to May 2013 Investment Specialist Merrill Edge, Chandler, AZ Established and maintained new accounts Provided excellent customer service in a professional manner in a call center atmosphere Executed trades for customers requested via walk-in and over the phone Provided stock quotes and news to customers Followed up on pending ACATS transfers Assisted internet customers when the internet is down and answered any technical questions Educated customers as to the workings of the market Worked with margin accounts, gave buying power, and balances Kept up with reorg items, margin delinquencies, & worked the short option report Followed up on leads from potential customers More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) November 2011 to August 2012 Stockbroker Scottrade, Inc. Fresno, CA Established and maintained new accounts Provided excellent customer service in a professional manner for all aspects of account maintenance: account activity, & pulled history when necessary Executed trades for customers requested via walk-in and over the phone Provided stock quotes and news to customers Accepted customer checks and stock certificates Followed up on pending ACATS transfers Assisted internet customers when the internet is down and answered any technical questions Educated customers as to the workings of the market Worked with margin accounts, gave buying power, and balances Kept up with reorg items, margin delinquencies, & worked the short option report Followed up on leads from potential customers More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) November 2010 to August 2011 Financial Associate Thrivent Financial for Lutherans, Rancho Cordova, CA Helped clients plan financially in the event of death, LTC needs, or loss of income due to disability Assisted in achieving clients’ financial and retirement goals Provided strategies to help pass on a legacy Developed and recommend financial strategies Built and maintain relationships More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) September 2008 to August 2010 Director of Sales Holiday Inn Express, Seaside, CA Managed group sales Worked with the sales agent’s cold calling and prospecting Implemented innovative promotions More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) March 2007 to August 2008 Office Assistant Dr. Dixon’s Office, Reedley, CA Answered phones Filed incoming contacts and glasses Found and submitted insurance claims More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) June 2006 to January 2007 Lead Customer Service Representative Tri Counties Bank, Chico, CA Handled high volumes of cash Signed for the bank Approved other tellers’ transactions Balanced drawer on a daily basis Maintained monthly sales goals More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) February 2005 to September 2005 Customer Service and Sales Representative Wells Fargo Bank, Paso Robles, CA Handled a high volume of cash Balanced drawer on a daily basis Maintained monthly sales goals More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) April 2004 to December 2004 Customer Service Representative Union Bank of California, San Luis Obispo, CA Handled high volumes of cash More…

Preface Work Experience EducationLicensesLanguagesAwards Work Experience (cont’d) September 1999 to January 2001 Paper Distributor The Selma Enterprise, Selma, CA Inserted, rolled, bagged, and delivered approximately 720 papers per workday More…

Preface Work Experience EducationLicensesLanguagesAwards Education Name of School AchievementYear California State University Monterey Bay Seaside, CA Cumulative Business GPA: 3.90 Cumulative University GPA: 3.74 Bachelors of Science in Business Administration, May 2010 Cum Laude with Distinction August 2008 to May 2010 College of the Sequoias Visalia, CA Cumulative GPA: 3.93 Associates of Arts in Liberal Studies, May 2008 Graduated with Honors June 2007 to May 2008

Preface Work Experience EducationLicensesLanguagesAwards Licenses Life Agent (Life, Accident and Health Insurance) Series 7 (General Securities Representative) Variable Contracts Series 63 (Uniform Securities Agent)

Preface Work Experience EducationLicensesLanguagesAwards Languages English Three college semesters of Spanish

Preface Work Experience EducationLicensesLanguagesAwards Teller of the month for Union Bank of California (September 2004) Silver level teller in quarterly sales goals for Wells Fargo Bank Multiple 100% achievements on bank branch secret shops Reached 135% of goal for Tri Counties Bank Achieved my goal of 10 applications in 90 days with Thrivent Financial Achieved my goal of 24 applications in 180 days with Thrivent Financial

INTERACTIVE POWERPOINT RESUME Drake