Wesley Jones, Cfa Email & Phone Number

2555 W Chandler Blvd Chandler, AZ 85224

• Consulted new and existing clients to optimize portfolios based on risk and return objectives
• Reviewed suitability of financial products (mutual funds, ETFs, stocks, bonds) for inclusion in portfolios analyzing various details such as size and style, sector distribution, risk measures (standard deviation, beta.
• Utilized a Monte Carlo simulation to create customized financial plans and wealth projections
• Created Excel models to determine client portfolio allocation and expenses
• Digested weekly Merrill research reports to keep abreast of current market environment
• Assisted with mentoring new associates by providing my expertise to optimize call flow and improve performance

2915 E. Baseline Road, Suite 109 Gilbert, Arizona 85234

• Carried out all functions of the REO property sales program - this entailed developing a base of buyers through outbound calls, and conducting the negotiation, sale, and closing of all transactions
• Coordinated with the title company and seller agent to move assets from under contract to closed status for REO traditional sales, consistently meeting and exceeding monthly closing goals
• Reviewed deed and HUD-1 settlement statements to negotiate and ensure validity of fees
• Conducted property preservation duties to maintain property value and responded to code violations and liens