Financial Advisor Resume Example AMM CAPITAL

Adam

Madar

Professional Summary

I am very eager to take part of this platform and I have always felt like this is something I would love to help with / need to help with!

I am aware of the growing anti Semitism around the world and don't think there is enough parties out there helping minimizing this sad situation .

I was born to a conservative family in brooklyn New York .

Both my parents are Israeli and met here in New York in a Purim Party .

Ive lived in Brooklyn until age 12 and moved to Tel aviv with

Skills

Education

Yeshiva of FlatbushBrooklynHigh School Diploma

Alumot Tel AvivTel Aviv

Zeitlin Tel AvivTel AvivHigh School Diploma

Israeli Air ForceTel Aviv

Work History

AMM CAPITAL- Financial Advisor
New York, NY07/2016 - Current

Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Researched [Type] rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Delivered strategy advisement and corporate financing to clients.
Performed due diligence and valuation processes.
Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Worked with clients to support understanding of rationale and details of financial strategies.
Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.

Choice Home Warranty- Sales Representative
Edison, NJ08/2014 - 07/2016

Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
Communicated with customers to understand needs and recommend appropriate solutions.
Pursued minimum of 3,000 new leads each month.
Generated and followed up on lead lists resulting from specific marketing campaigns.
Created and executed reorganization plan, training and development programs and implemented process improvements.
Boosted brand awareness, implemented promotional campaigns and employed sales tactics for Home Warranty's .
Built strong rapport with clients by understanding needs and clearly explaining products.
Drove business development through proactive networking and relationship-building strengths.
Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
Helped resolve client problems quickly with superior customer service.
Completed customer contracts and warranties as part of administrative aspects of sales.

MALCA-AMIT- Intake Coordinator
New York, NY02/2013 - 08/2014

Completed skilled administrative work to support all office staff and operational requirements.
Completed and filed financial documentation for accounting purposes.
Restructured installation processes and staff teams, boosting productivity by 300%.
Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using Internal Software.
Developed internal requirements which complied with US CUSTOMS and Border Protection standards to minimize regulatory risks and liability across program.
Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.

PAPUSH- Event Coordinator
New York, NY01/2010 - 02/2013

Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation and proposal development for various events.
Supervised onsite team of [Number], including caterers, audio-visual technicians, and facility management team.
Delivered smooth training execution by coordinating seminar functions, including site selection, scheduling, marketing, reservations, materials, event management and follow-up.
Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, budget administration and rehearsal and day of event coordination.
Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
Recommended workflow and budget improvements, resulting in [Number]% savings per event.
Cut costs and doubled [Type] show volume by delivering effective marketing strategies to optimize outreach.

Resume Overview

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School Attended

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Degrees