Overview
Work History
Education
Skills
Certification
Timeline
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Brian Reznikov

Lawrence

Overview

10
10
years of professional experience
1
1
Certification

Work History

Participant Services Representative

Merrill Lynch
Pennington, NJ
01.2023 - Current
  • Maintained a track record of consistently meeting and exceeding organizational performance targets.
  • Engaged Merrill Lynch 401(k) plan participants in meaningful conversations to align financial solutions with their personal goals.
  • Resolved participant inquiries promptly, enhancing overall satisfaction.
  • Developed and delivered training to enhance onboarding for incoming team members.
  • Acted as site champion, engaging with upper management to communicate and resolve operational challenges.

Investment Specialist

Merrill Lynch
Pennington, NJ
08.2021 - 12.2022
  • Addressed financial inquiries with a focus on delivering outstanding customer service, resulting in positive client feedback.
  • Educated customers on product offerings, policies, and procedures to improve understanding and engagement.
  • Achieved Series 7 and 66 licensing, subsequently assigned to the trade team for executing stock and options trades on client accounts.

Intern

Northeast Private Client Group
Roseland, NJ
07.2020 - 08.2020
  • Streamlined life insurance policy information for enhanced review and analysis efficiency
  • Researched and presented a new CRM for the organization

Referee

USA Hockey
New Jersey
07.2016 - 01.2020
  • Demonstrated excellent communication and conflict management skills in often hostile environment.
  • Developed the ability to be observant, make split-second decisions and problem solve.
  • Handled stressful and tense situations in a professional manner.
  • Extension of my Hockey Career working for USA Hockey at various locations across New Jersey.

Education

Bachelor of Arts - Economics

Rowan University
Glassboro, NJ
12.2020

Skills

  • Microsoft Office
  • Leadership Skills
  • Communication
  • Strategic Planning
  • PCOE Trading System

Certification

SIE

Series 7

Series 66

Timeline

Participant Services Representative

Merrill Lynch
01.2023 - Current

Investment Specialist

Merrill Lynch
08.2021 - 12.2022

Intern

Northeast Private Client Group
07.2020 - 08.2020

Referee

USA Hockey
07.2016 - 01.2020

Bachelor of Arts - Economics

Rowan University
Brian Reznikov