Dedicated and organized financial professional with over 10 years experience in providing sound investment advice and developing complex financial and retirement plans while providing a high level of service for clients.
Overview
13
13
years of professional experience
Work History
Financial Advisor
The Choice Group Wealth Management
Melville, NY
04.2017 - Current
Conduct detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
Build and manage investment portfolios, regularly reviewing and rebalancing as needed.
Prepared and presented performance reports for existing clients detailing the progress of their investments.
Network and build relationships with potential clients and Centers of Influence.
Financial Advisor
Bank of America/Merrill Lynch
Melville, NY
05.2011 - 04.2017
Established wealth management relationships with bank clients
Facilitated client meetings with comprehensive investment strategy planning.
Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
Education
BBA - Accounting
Hofstra University
Hempstead, NY
06-2010
Skills
Financial Planning
Portfolio construction
Investment Advice
Client Service
Timeline
Financial Advisor
The Choice Group Wealth Management
04.2017 - Current
Financial Advisor
Bank of America/Merrill Lynch
05.2011 - 04.2017
BBA - Accounting
Hofstra University
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