Microsoft Powerpoint, Microsoft Word, Microsoft Excel.
Merrill Lynch Wealth ManagementNew York, NYFinancial Advisor06/2015 to Current
Actively managed an individual wealth management practice targeting affluent corporate executives.
Independently constructed and refined a highly successful process for identifying, soliciting, and onboarding high net worth clients.
Designed comprehensive individual equity compensation plans for upper-level management at publicly traded companies.
Created multi-variable Excel models to assist executives in determining tax efficient methods of exercising options.
Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolio performance.
Provided strategic quantitative models to high-net worth clients to reduce fees, beta and unsystematic risk.
Employed Microsoft Solver, Pivot Tables, and Macros to aid in isolating ideal investment selections for clients.
Prepared and delivered presentations promoting best strategies in business development for new producers in Merrill Lynch's weekly branch sales meetings.
United States NavyTaji, IraqCorrectional Officer07/2009 to 06/2010
Conducted on-the-job training and expert oversight for 48 Iraqi Correctional Officers in all aspects of compound operations including proper use of force, interpersonal communications methods, use of restraints, non-lethal weapons deployment, and safe movement procedures.
Instrumental in conducting over 4,000 detainee moves, 1,850 hours of recreation time, and 3,600 detainee searches without incident, escape attempts, disturbances, or personal injury.
Executed more than 500 searches of compound zones confiscating immeasurable amounts of subversive intelligence and miscellaneous contraband items.
United States NavyVirginia Beach, VAAir Traffic Controller08/2006 to 07/2009
Monitored and directed the movement of aircraft on the ground at airports and within a specific airspace, using radar, computer equipment, or visual references to minimize delays and maximize safety.
Informed pilots about nearby planes or potentially hazardous conditions, such as weather, speed and direction of wind, or visibility problems.
Received Letter of Commendation from Commander, U.S.
Naval Forces Southern Command.
Bachelor of Arts (B.A:EconomicsSpring 2015Columbia University, New York, NYEconomics
business development, interpersonal communications, clients, direction, equity, Macros, meetings, Microsoft Excel, Excel, Microsoft Powerpoint, Microsoft Word, radar, weapons, Naval, Pivot Tables, presentations, safety, sales, strategic, tax, wealth management
*Series 7 (General Securities Representative Examination)
*Series 66 (Combined State Law Examination)
*Army Achievement Medal
*Navy Good Conduct Medal
*National Defense Service Medal
*Iraq Campaign Medal
*Global War On Terrorism Expeditionary Medal
*Humanitarian Service Medal
*Enlisted Aviation Warfare Specialist