You are on page 1of 2

JOHN FULTON, JR.

12 Wincrest Dr., Huntington, NY 11743


Cell: 631*897*3947 Home: 631*385*9217
Email: jf863d20@westpost.net
OBJECTIVE:Obtain a position in finance in a high energy environment which offers
a diverse workload with an opportunity to develop my knowledge and skills in in
vestment management while creating value for the company.
EDUCATION:Gettysburg College, Gettysburg, PA
Bachelor of Arts degrees in Economics and Management May 2007
WORK
EXPERIENCE:
Metropolitan Life Insurance Company/Metlife Securities July 2009-Present
Financial Advisor/Registered Representative
*Used a multitude of investment vehicles to help construct investment portfolios
including stocks, bonds, mutual funds, ETF's, REIT's, and money markets.
*Assessed clients' risk tolerance and analyzed their securities portfolios to op
timize their return
*Effectively managed clients' liquid assets in the equity and fixed income portf
olios through extensive portfolio management.
*Used fundamental and technical analysis to research the proper equity and fixed
income investments for clients.
*Used clients aggressive money to exploit growth opportunities in the stock mark
et through daily trading activities and research.
*Given Superstarter Award for achieving 30,000 GDC in first quarter of work
*Given award for achieving a weekly sales goal of 1400 GDC throughout first year
of work
*Prospected for new business by cold calling, canvassing, networking and holding
seminars
*Made and presented complex solutions and plans of action to businesses and indi
viduals to help them achieve their financial goals
National Securities, New York, NY August 2008-March 2009
Investment Executive
*Analyzed and researched opportunities to exploit in the equity markets for clie
nts
*Responsible for establishing new client accounts; established 15 new accounts
*Worked with clients to strategically position their aggressive money in the equ
ity markets for daily trading activity
Casimir Capital, New York, NY June 2007-July 2008
Account Executive
*Responsible for researching individual equities with opportunity for short term
appreciation
*Responsible for training two new employees
*Responsible for establishing new customer accounts; established 20 new accounts
for a senior broker
LICENSING
& SKILLS:
Series 7 and Series 63 Securities Licenses
Life, Accident and Health Insurance Licenses
Proficient in STATA 8.1, Microsoft Word and Excel, Microsoft Office, NetXChange
Pro and Morningstar.
ACTIVITIES:
John F Fulton Foundation, Huntington, NY 2009-Present
*Started a charitable organization in the name of my father to further cancer re
search for multiple myeloma
*Organized a golf event for the foundation to raise money towards the cancer res
earch for multiple myeloma. Officially raise 9000 in first event for the founda
tion
Relay for Life, Loyola College, Baltimore, MD 2009-Present
*Volunteer for an American Cancer Society fundraiser held at colleges across the
country
Sigma Alpha Epsilon Fraternity, Gettysburg, PA 2003-2007
Varsity Football, Gettysburg College, Gettysburg, PA 2003-2007