Aidan Mabunga
Charlotte,NC
Summary
Personable candidate committed to helping clients meet financial goals. Experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
National Financial Solutions Advisor
Bank of America Merrill Lynch
04.2024 - Current
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on potential risks and rewards associated with various investments.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Organized securities sales and purchases on behalf of customers.
- Analyzed customer portfolios to recommend adjustments and new investments.
- assisted client in placing formulated trades based on current situations
Financial Advisor
Equitable Advisors
09.2023 - 03.2024
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Server
The Melting Pot
05.2023 - 04.2024
- Performed all end-of-day duties including tallying up and verifying all cash and credit card transactions
- Ensured excellent customer service while multitasking
- Elevated communication and public speaking skills
- Provided welcoming atmosphere for all visiting guests.
Server
Outback Steakhouse
01.2022 - 10.2022
- Prioritize and coordinate execution of tasks accordingly
- Learned better conflict resolution
- I also expanded on my culinary skill set
- Developed interpersonal skills and built rapport with customers.
Internship
Project Destined
06.2021 - 08.2021
- Built proformas and sensitivity analysis to understand financials of properties better
- Leveraged financial acumen to incorporate daily operations
- Developed presentations and presented to C-level executives
- Collaboration with Trinity Partners and Cousins Properties team.
Education
Bachelor of Science in Business Administration - Finance
University of North Carolina At Charlotte
Charlotte, NC05.2023
Skills
- Investment Management
- Asset Allocation
- Retirement planning
- Financial Planning
- Analytical Thinking
- Salesforce
- Microsoft Excel
Certification
- Series 7
- Series 66
Securities Industry Essentials (SIE)
Timeline
National Financial Solutions Advisor
Bank of America Merrill Lynch
04.2024 - Current
Financial Advisor
Equitable Advisors
09.2023 - 03.2024
Server
The Melting Pot
05.2023 - 04.2024
Server
Outback Steakhouse
01.2022 - 10.2022
Internship
Project Destined
06.2021 - 08.2021
Bachelor of Science in Business Administration - Finance
University of North Carolina At Charlotte
- Series 7
- Series 66
Securities Industry Essentials (SIE)
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