COVER LETTER FOR:

Wealth Manager/Relationship Manager

Dear Oak Associates

This letter is to apply for the External Wholesaler/Relationship Manager position at Oak Associates. I am extremely knowledgeable on Oaks Philosophy and have the proven ability to sell and present to the clientele that you are looking for. I am confident that I can meet and exceed the expectations of your company and I invite you to review the attached resume.
My skills include but are not limited to extensive knowledge in Portfolio Management and Investment sales. I am very gifted at networking with and presenting to high net worth individuals. My resume substantiates fifteen years of proven sales experience, exceeding the expectations of my employers. I was recognized as the youngest sales consultant to achieve the level of Vice-President in the history of McDonald Investments. Additionally I graduated with a 3.6 GPA from The Ohio State University with a Bachelor of Science Business Administration in Economics. Furthermore, at one point I had over Ten Million dollars with Oak Associates and believe in the investment philosophy.
Currently, I am seeking a position where I can take the next logical step to utilize my proven ability to cross sell and market financial services. As a member of your team, I am confident that I will make a significant contribution to the success of your organization
Sincerely
daverestifo@aol.com
Westlake, Ohio

This example was posted: 3/1/2010 11:44:34 AM EST


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