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career objective
trilingual financial analyst eager to contribute dynamic communication, negotiation, and relationship management skills toward supporting the employer in optimizing performance
profile
ø offer more than 5 years of progressive experience in financial market research, economic analysis, investment and portfolio management, sales and marketing, and client relations
ø effectively identify and capitalize on opportunities to penetrate and develop markets in highly competitive environments
ø apply exceptional relationship management skills towards cultivating a diverse client base and far-reaching network of industry contacts resulting in referrals
ø facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; demonstrated ability to anticipate client needs and resolve potential problems
ø work closely with existing and prospective clients to provide personalized investment product recommendations; diligently perform policy reviews and oversee trades and the appropriate allocation of assets
ø ensure compliance with all corporate policies and procedures as well as government laws and regulations
ø sharp technical proficiencies including ms word, excel, corel, quickbooks, and turbo tax
ø fully fluent in english, spanish, and italian; additional russian language skills
education
bachelor of science in finance, economics minor, baruch college cuny, new york, ny 2009
- member, business enterprise club
- team member, bmcc sife
~ professional licenses ~
series 7 ~ series 63
professional experience
math and economics tutor, borough of manhattan community college (bmcc), new york, ny 2008 c 2009
- developed and conducted lesson plans covering introduction to finance, money and banking, financial management, and investments
- provided additional practice and exam preparation assistance; worked closely with students to track performance and promote continual progress
equities day trader, star alliance trading capital llc, new york, ny 2007 c 2008
- expertly researched and analyzed markets to identify opportunities to successfully implement proprietary equities trading system
- applied depth of knowledge towards training new personnel on stochastic, elliot wave, momentum, ticks, trin, and other trading principles and research techniques
financial advisor, gunnallen financial, new york, ny 2006 c 2007
- performed intensive market research and business development activities to grow customer base; utilized foreign language skills to reach target demographic groups
- developed client support tool for market, investment, and strategic business decisions and designed charts examining operational performance and efficiency data by industry; conducted detailed financial analysis of corporate financial statements to establish normative profiles across 900 industries nationwide
- substantially increased orders with the creation of a client-centered narrative financial summary report
trader / analyst, safe harbor fund partners llp, new york, ny 2005 c 2006
- employed various strategies including short selling, arbitrage, derivatives and options trading, event-specific investing, and discounted securities investing
- consistently achieved exceptional levels of performance and results
financial advisor assistant, edward jones, insert city, ny 2004 c 2005
- supported financial advisor with security selection, sector allocation, and yield curve structure efforts; performed extensive eastern european market research and delivered educational seminars for the latino community
- analyzed fixed income securities including bonds, convertibles, preferreds, treasury bills, commercial paper, inflationary treasury, and hybrid instruments; maintained detailed records on historical and current trends and successfully controlled risk
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