Focused, analytical and quick thinking
financial professional with strong communication skills and the ability to
comprehend and act upon market fundamentals and breaking news. Offer experience
in: performing autonomously and/or collaboratively in a rapid-paced environment
and developing trade concepts and strategies that generate alpha while
Expert in financial analysis, financial planning and investments.
Experienced in asset liability/risk management
Thorough understanding of micro/macroeconomic trends
FINRA Series 7 License
Progressing towards completion of the CFA
Strong interpersonal skills
Scrupulous problem-solving capabilities
Superb verbal and written communication skills
Excellent work ethic
Citigold Relationship Manager, 09/2013 to Current Citigroup N.A – 435 Main St, Armonk New York
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
Exceeded quarterly sales goals by 120%.
Maintained friendly and professional client interactions at all times.
Created an analytical framework for identifying and developing financial growth opportunities.
Regional Bnaking Private Banker, 04/2011 to 08/2013 Wells Fargo Bank N.A – 445 Main St, Armonk New York 10504
Interpreted data on price, yield,
stability, future investment-risk trends, economic influences and other
affecting investment programs.
Reviewed clients' accounts and
results regularly to determine whether life changes, economic developments or
financial performance indicated a need for plan
Managed a portfolio of roughly 235 clients, valued at $204 million. The portfolio grew 22% in 3 years.
Consolidated financial data and materials for meetings with clients.
Conducted financial and legal research and analysis for high net-worth individuals.
Registered Representative, 03/2010 to 04/2011 J.P. Morgan Chase Bank N.A. – 444 Bedford Rd, Peasantville New York 10570
Collected, maintained and updated financial plans for clients.
Assessed clients' financial situations to develop strategic financial planning solutions.
Increased branch P&L by 18% over a 12-month period by selling various investment and bank products.
Organized financial analysis, market research and due diligence filings materials for potential investors.
Researched industry competitors and compiled detailed analysis data.
Bachelor of Arts: Legal Studies/Political Science, 2010 Temple University - Philadelphia, Pennsylvania
Bachelor of Science: Economics, Current Fordham University - Harrsion, New York