Experienced Financial Advisor who creatively aids with financial planning and investment decision making. Highly-accomplished and detail-oriented professional successful at attaining business goals through in-depth market research. Adept at cultivating partnerships and building lasting relationships.
Proficient in equity investments and market research.
Multilingual in Hebrew
Strong interpersonal skills
Proficient in MS Office and proprietary trading platforms
Exceptional sales skills
Strong problem-solving capabilities
Energetic and proactive
Excellent work ethic
Profiled and analyzed investment products to develop customized strategies for clients' financial needs.
Closely monitored the performance of current portfolio and made changes to achieve performance objectives.
Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.
Answered clients' questions about the purposes and details of financial plans and strategies.
Interviewed clients to determine current income, expenses, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
Co-PrincipalOlympic Litho Corp - Brooklyn, NY
Managed a staff of 22 people.
Guided the development, production, promotion and financial aspects of this privately owned and vertically integrated graphic arts company.
Multi-tasked to keep all assigned projects running effectively and efficiently.
Analyzed account workload quantity, complexity and due dates to predict and prevent problems.
Managed day-to-day development issues.
Facilitated a fast-paced and dynamic entrepreneurial environment.
Examined job orders to determine quantity, paper and ink specifications, color quality and any special production specifications.
Associate of Applied Science: Business ManagementRochester Institute of Technology - Rochester, NY
Coursework in Business Administration
Bachelor of Science: Business ManagementPace University - New York, New York