Career Advice - Resume Included

Hello WSO Junkies,

I'm an early 30s professional and spent the majority of my adult career in banking and finance. I recently obtained my SIE and Series 7 FINRA licenses in preparation for a career change. However, I'm unsure what's the next logical step so I'd like to crowdsource some feedback from the group on possible career opportunities that would be a good fit. My goal is to obtain a role as part of a deal team for a Private Credit or Real Estate Fund but open to other ideas based on my background and what others think may be a good fit.

Best Regards

WORK EXPERIENCE

- Capital Markets Associate (Q3 2022 - Q2 2023), A Specialty Finance Company

- Commercial Lender (Q3 2021 - Q2 2022), Regional Midwest Bank C (re-hire as a commercial lender from Bank C)

- Commercial Lender (Q1 2021 - Q2 2021), Regional Midwest Bank D

- Commercial Credit Analyst (Q1 2018 - Q4 2020), Regional Midwest Bank C

- Business Broker (Q3 2017 - Q1 2018), A Local Business Broker

- Commercial Credit Analyst (Q1 2017 - Q2 2017), Regional Midwest Bank B

- Commercial Credit Analyst (Q1 2015 - Q1 2017), Regional Midwest Bank A

EDUCATION

- B.S. in Economics, Winter 2014

CERTIFICATIONS

- SIE & Series 7 (2023)

- Real Estate Salesperson License (obtained 2017; expires 2025)

1 Comments
 

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