Driven and self-motivated Investment Banker with stellar sales ability and remarkable creativity.
Background in Real Estate, as well as retail and investment banking experience.
3 year member of the investment club.
President of Fraternity (Kappa Alpha).
Academic Achievement of 3.5GPA or better.
President of the marketing club.
Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
Sourced qualified investors for hedge fund, private equity and real estate investment managers.
Collaborated with legal and accounting counsel to develop marketing strategies for estate and business succession planning insurance.
Delivered informational sales presentations to potential investors to build symbiotic client relationships.
Researched beneficial investment opportunities and made recommendations to senior management.
Developed a base of [Number] clients through networking and seminar marketing.
Coursework in Finance and Business Administration.
Minor in Spanish.
Computerized Accounting Specialist training.
Mid-Market Investment Banking course.
Companies Worked For:
Job Titles Held: