Charles Mulhearn
Weehawken,NJ
Summary
- Dedicated and results-driven Relationship Manager with 15 years of experience in client services and 3 years of experience in broker services. Proven track record of building and maintaining strong client relationships, driving business growth, and ensuring client satisfaction. Adept at market analysis, risk management, and providing strategic financial advice. Seeking to contribute expertise to a dynamic financial institution.
Overview
7
7
years of professional experience
Work History
Junior Relationship Manager
StoneX
New York, NY
08.2023 - Current
- Managed a diverse portfolio of high-net-worth clients, overseeing a total of $20 million in assets.
- Collaborated with Marketing in developing strategies intended to drive client engagement.
- Conducted in-depth market analysis, providing timely insights and risk management recommendations to clients.
- Collaborated with the compliance team to ensure adherence to regulatory requirements.
- Successfully acquired and onboarded new clients as well as Business Development Leads.
Forex Specialist
StoneX
New York, New York
11.2021 - Current
- -Client management role facilitating the onboarding, funding. and trading of new accounts for the largest Foreign Exhange Broker in the US' account applicants..
- -Communicate the regulatory framework and requirements influencing client accounts set out by the NFA and CFTC
Retail Trader
Self-employed
03.2020 - Current
- Built an actionable trading plan in equity and foreign exchange markets to determine future financial performance and maximize profits.
Logistics Specialist
Texima LLC
Carlstadt, NJ
05.2019 - 04.2020
- Coordinated import and export operations, adhering to tight schedules and deadlines.
Fine Dining Server
Bareli's
Secaucus, NJ
04.2017 - 08.2019
- Cultivated a unique experience for each guest by leveraging my knowledge on top sourced ingredients, cultural dishes, and wine pairings.
Education
Bachelor of Science - Finance
NJCU School of Business
Jersey City, NJ12.2020
Skills
- TEAM PLAYER
- Associated Person with active Series 3 and 34 Licenses
- Flexible and adaptable personality
- Strong character with sound leadership qualities
- Ability to thrive in high pressure situations, meet deadlines, and exceed kpi targets
- Microsoft Office proficiency
- Financial Advisory
- Multilingual Proficiency (Spanish)
- Client Relationship Management
- Market Analysis and Research
- Risk Assessment and Management
Timeline
Junior Relationship Manager
StoneX
08.2023 - Current
Forex Specialist
StoneX
11.2021 - Current
Retail Trader
Self-employed
03.2020 - Current
Logistics Specialist
Texima LLC
05.2019 - 04.2020
Fine Dining Server
Bareli's
04.2017 - 08.2019
Bachelor of Science - Finance
NJCU School of Business
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