Highly motivated, results-driven financial professional with a proven track record of success in the areas of investment banking, and sales. I have a passion for developing and maintaining relationships with clients and colleagues.
customer service, mutual funds, training, series 7, real estate, research, reports, trading, financial markets, analysis
UNIVERSAL Protective Services
Provided research and advice on the financial markets, mutual funds, and real estate investment trusts to ensure the highest level of customer service and retention.
Create and present training materials and financial reports to the client and the investment Committee using advanced analysis of the mutual funds.
Sold and sold securities and products to the client and the firm. Worked with the team to develop a new investment policy and implemented a new trading platform.
Successfully sold and sold a Series 7, 63, and 65 licenses. Passed Series 7 license exams. Managed a team of 15 professionals.
Assisted in the development of a new financial management system, which included the creation of a new chart of accounts, and the implementation of a new accounting software.
Implemented and managed a portfolio of over 100 clients. Successfully negotiated and closed a $1.2 million dollar investment.