Sample Functional resume

Dynamic management professional with experience in banking and wealth management services.  Demonstrated ability to exceed organizational goals with a strong record of accomplishments.  Professional activities include:
    •    Financial Modeling                    Statistical Analysis
    •    Strategic Business Planning    Finance and Budgeting
    •    Training and Development       Marketing and Business Development

B.A. Economics, Brown University, Providence, Rhode Island  1990
Graduated with 3.8 GPA and cum laude honors

Graduate of management training classes for Union Bank

Volunteer - San Francisco Advocates for Women        2000-present
Train low income women on basics of household financial management, counsel
clients on job seeking strategies. 

Portfolio Manager, Harbour Companies, San Jose, CA    1995-1998
Managed private portfolios for high-net worth individuals, totaling $150mm in assets.  Performed financial due diligence on potential investments and allocated assets according to financial plan.   Successfully reengineered quarterly and annual reporting process resulting in $75k annual cost reduction.  Awarded President's Honor for acquiring most new clients in 1998.

Portfolio Analyst, Union Bank, San Francisco            1992-1995
Using statistical software, analyzed financial data for potential investments.   Prepared pro-formas on recommended financial positions.     Modelled investment lifecycles and created detailed reports.

Management Trainee, Union Bank , San Francisco        1990 - 1992
Recruited out of university to participate in prestigious management training program with leading west coast financial institution.  Over 24 month rotation worked in several departments including loan management, internal audit, finance, risk management and trustee services. 

Additional Skills
Fluent in Spanish and French
Strong technical skills including FinancialPro software, Excel, Powerpoint and Oracle budget applications.