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