Financial planning professional working with high net worth investors on wealth and retirement planning, investment management, asset allocated portfolios, fixed income planning, comprehensive financial planning and professional money management.
Investments Representative January 2013 to CurrentFidelity Investments － New York
Awarded the Rising Star award for the first 2 Quarters in the role for outstanding results in working with clients and great teamwork.
Building long-lasting relationships with affluent clients, serving as their point of contact at Fidelity and providing complex guidance on their retirement, non-retirement, education and estate goals.
Working with clients on investment strategies by developing financial plans leveraging Fidelity's guidance tools and client's income statement, tax records and cash flows statement.
Worked with two mentors during a 6 month development program to transition into an Account Executive role.
Investor Services Specialist September 2011 to December 2012TD Ameritrade － New York
Recognized as Divisional MVP for sales performance 2nd Quarter 2012.
Received President's Club Recognition, 3rd & 4h Quarters for overall sales production in 2012.
Awarded as Top Performing Investor Services Specialist at the National Level, #1 out of 100 Peers for 3rd and 4th Quarter 2012.
Converted more than 6MM in Gross and Allocated Assets per Quarter.
Developed a book of business based on existing clients and prospects through outbound calls and face-to-face meetings in order to meet and exceed the required performance hurdles.
Effectively sourced prospective clients, capitalized on referrals generated through our supplemental business development efforts, assessed customer needs, and executed highly customized solutions based on client's objectives, resources, time horizon, risk profile and preferences.
Financial Services Officer June 2010 to September 2011TD Bank － New York
Prospected clients, developed insurance and investment programs and made sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by TDB.
Proposed insurance and investment products most suitable to the applicant's needs and ability to pay.
Interviewed prospective loan customers and made decisions on consumer loans within established credit lines.
Documented credit analysis.
Recommended credit decisions on loans over assigned credit limits to management.
Actively got involved in the solicitation of lending business inside and outside the office.
Consistently exceeded production goals as assigned.
Client Solutions Officer November 2008 to June 2010Capital One Bank － New York
Actively cross-sold all types of retail banking products.
Exceeded sales revenue goals for every fiscal quarter.
Helped with fee inquiries regarding account types, returned checks, stop payments, returned deposits, wire transfers, minimum investment, account transfers, ATM withdrawals, and specialty checking printing, delivery fees, and online bill payments.
11 2012New York University
Bachelors : Business Administration Corporate Communications Studies, 1 2011Bernard Baruch College - Zicklin School of BusinessBusiness Administration Corporate Communications Studies
2013 New York Cares- Volunteer, Team leader candidate, financial literacy and job preparation Citizen Schools- teaching spring 2014 the course" Invest like a Millionaire" Fidelity Investments, Volunteer - Employee Engagement Program Fidelity Investments, Member of the Women's Networking Group 2011 Women World Bank, Volunteer - Lending, Financial Literacy Women Advancing Microfinance- member 2009- 2011 Membership Wall Street Club, Baruch College
Fluent in English, Spanish, Russian and Romanian. Proficient in French
Licenses and Awards Certified Financial Planner, CFP® Series 7, Series 66 Life, Accident and Health License Notary Public
Activities 2013 New York Cares- Volunteer, Team leader candidate, financial literacy and job preparation Citizen Schools- teaching spring 2014 the course" Invest like a Millionaire" Fidelity Investments, Volunteer - Employee Engagement Program Fidelity Investments, Member of the Women's Networking Group 2011 Women World Bank, Volunteer - Lending, Financial Literacy Women Advancing Microfinance- member 2009- 2011 Membership Wall Street Club, Baruch College