MS Office Suite: Word, Excel, PowerPoint, Access
*Research Applications: Morningstar, Lipper, S&P
Generated a pipeline of more than $15 million in net new opportunities in two years
Financial Advisor May 2012 to CurrentMerrill Lynch － Red Bank, NJ
Conduct financial needs analysis and recommends appropriate products to meet client's needs.
Deliver informational sales presentations to potential clients and assist throughout application process while strengthening client relationship.
Recruited to distinguished Practice Management Development (PMD) program, which provides training and mentoring required to become a successful Financial Advisor.
The PMD program is widely acknowledged as one of the best three-year training programs in the industry.
Developed book of business consisting of $12 million in a variety set of products: retirement assets, brokerage, managed solutions, etc.
Support over 50 clients providing financial advice and customer service.
Generated additional business by identifying opportunities to cross-sell Merrill Lynch products to existing clients.
Conduct Portfolio Design with Asset Allocation, Risk Management through Retirement income planning and cash flow analysis Banking Financial Advisor Program Primary role is to deepen banking & Investments relationships with mass affluent customers in the financial center.
Act as the primary point of contact for Mass affluent customers.
Provide end to end comprehensive advice and customized solutions to help customers achieve financials goals.
Provide client reviews and presentations.
Discuss goals based advice.
Recommend Products and banking solutions and listed investment solutions below.
Engage in daily relationship calling to pre-selected Bank of America or Merrill Edge clients inviting them in to the finical center for customer reviews.
Building and maintaining effective partnerships with internal Business partners including financial center teammates, Small Business bankers, Mortgage Officers and Merrill Advisory Center.
Stock Broker January 2012 to May 2012Annuity Strategies V Finance － New York, NY
Collaborate with Senior broker and internal partners to define solutions for client's needs.
Work with external partners to better understand objectives and offer suitable products to clients.
Worked closely with senior broker to qualify and generate leads to close business Researched information about the markets in domestic and foreign equities Cold Calling IPO's (IOI).
Stock Broker August 2011 to January 2011John Thomas Financial － New York, NY
Build relationships and provide expert financial advice and great service to Clients and Prospects.
Worked closely with senior broker to qualify and generate leads.
Researched information about the markets in domestic and foreign equities.
Obtained Series 7 and 63 licenses within 90 days of employment.
Project Manager March 2007 to December 2010Marco contractors Inc － Warrendale, Pa
Field Superintendent of Retail and Commercial Construction As a Field Project Manager working with many Large Retail venders it is expected to have a very high level of standers that must be meet with very specific details.
Cost & Timelines work in tandem and accountability for the project are crucial.
All projects had come in under cost and timelines.
Obtain all permits and inspections as well as perform informal and formal property inspections Approval of Change orders Obtain all permits and inspections as well as perform informal and formal property inspections Read plans for all scopes Scheduling of all sub-contractors to perform work Retail Projects: Men's Warehouse, MW Tux, Delia*s, True Religion Jeans, Fossil, Tillys, Under Armour, Sarku Japan.
Bachelor of Business : May 2011American InterContinental University － Hoffman, ILGPA: GPA: 3.8GPA: 3.8