引用一：“在加拿大工作了22年后，我于2005年11月回到爱尔兰家中。从1991年开始，我就专门从事远景策划方面的工作，包括：富裕人士、企业家和各种专业人员。最具代表性的资产管理服务包含以下项目：

*退休生活计划

*固定资产投资管理

*投资税顾问

*风险咨询和保险

*专业预算

*房地产和产业继承策划”

引用二：“来到中国后，我先后在上海、北京、杭州等城市生活过，但是我最喜欢的地方还是成都。为了更好地了解成都的人文地理，我决定加入成都英语口语培训行列中，成为一名光荣的成都外教。同时，也为自己的基本生活赢得一份保障。我从来不掩饰自己的任何想法。-(@_@)-这代表笑脸”

Martin J. McDevitt, B. Comm., FMA

Original Residence: 3 Bindon Mews                               

Mobile:  011-123456                                        

Message:   011-1234684006                                

E-Mail:    martin**********@***.com

Nationality: UK

Education

The Canadian Securities Institute        Financial Management Advisor  2005

St. Mary’s University, Canada             Bachelor of Commerce         1990

I returned home to Ireland in November 2005, after working in Canada for over 22 years.  Since 1991, I have specialized in prospecting HNW individuals, business owners, and professionals.  The typical wealth management services offered included:

· Retirement planning

· Asset-investment management

· Investment tax advice

· Risk management and insurance

· Budgeting

· Estate, and business succession planning.

Great West Life Assurance Company. (03/2006-08/2010)

Business Development Manager for C. B. McDevitt, Financial Advisor

Prospecting HNW persons in Nova Scotia, promoting the extensive wealth management services provided by Great West Life Assurance Company.

Business Development Consultant (10/2003-09/2005)

I developed or enhanced marketing programmes for four Investment Advisers at two national firms..

TD Waterhouse Private Investment Advice (09/1995-06/2003)

Marketing Coordinator for the Merchant-Moffatt Group (02/1996-06/2003) - Branch Managers, Senior Vice-Presidents and Senior Investment Advisers, Nova Scotia.

A key team member, I developed and executed a marketing strategy that was effective in:

Increasing new investment assets under administration by more than $250,000,000.

Attracting over 450 new HNW accounts, with an average account size of $500,000.

Organizing over 300 investment and estate planning seminars.

Successfully completing the 90-day Registered Representative Supervisory period.

The Royal Bank of Canada (01/1991-05/1994)

The Royal Bank of Canada’s Atlantic Regional Office awarded me with two official commendations for achieving exceptional quarterly sales and quality service.

Personal Banking Officer (11/1993-05/1994)

Actively promoting and cross-selling mortgages, loans, personal lines of credit, overdraft protection, credit cards, budgeting, and investment products.

Addressing credit applications, overdue accounts, and client service issues.

Prospecting (“mining”) existing client base to consolidate as much of their banking business with RBFG..

Tele-Marketing Services Representative (01/1991-11/1993)    

Attaining highest office sales of $14,200,000 during a 26-month evaluation period, with minimum monthly sales target of $500,000 (new mortgages, loans, etc.)

Evening out-bound telephone solicitation, to banking clients, acting as relationship manager for six local branches.  This also entailed cross-selling bank products to meet the   financial needs of clients and to consolidate their banking at RBFG.

Customer Service Representative (01/1991-11/1993)

Cashier (front-line) at Royal Bank’s Main Branch – Atlantic Canada.