Shane Oyler
2199 Ahston Terrace
Tucson, AZ 85608
(913) 555 - 8236
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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 & 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.
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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
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Uuniversity of California, Los Angeles, CA
B.S., Accounting, June 1988
