Dasha (Darya) Weidus
Cincinnati,OH
Summary
Well-organized, multi-skilled, and driven employee; looking to be a dependable team member and enjoy the work.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Associate
Rockefeller Capital Management
Cincinnati, OH
12.2023 - Current
- Execute daily trades in stocks, bonds, options, and futures contracts using electronic trading platforms - Envestnet, Bond Beacon, AI Capital, Wealthscape.
- Analyze client portfolios with regards to asset allocation, investment performance, and alignment with investment policy.
- Perform due diligence on potential equity holdings based on financial statements, and industry analysis.
- Analyz daily margin calls and partner with representatives to take necessary actions.
- Present specific securities and chart analysis to senior management and decision makers.
Registered Client Associate
Rockefeller Capital Management
Cincinnati, USA
11.2021 - 12.2023
- Placed security trades, assisted in class action submissions, and reconciled cost basis issues.
- Provided customer-facing relationship management services for a high net worth wealth management team (AUM $1.5 billion).
- Managed multiple vendor relationships: insurance, annuity, and money managers.
- Managed all periodic distributions, including liquidations, and one-time distribution requests.
- Developed a complex Microsoft Excel spreadsheet using formulas and conditional formatting to ensure 300+ client meetings were scheduled before deadlines.
Registered Client Service Associate
Morgan Stanley
Cincinnati, USA
05.2019 - 11.2021
- Interacted daily over the phone and in person with prospective and existing clients - including handling basic inquiries and providing quotes (AUM $1.5B).
- Maintained databases and created client reports using portfolio software programs.
- Managed team expense reporting responsibilities from report creation through submission and reimbursement.
- Owned new account creation, account transfer, and distribution processes for the team.
- Managed team marketing responsibilities including strategy and logistics for phone, email, and postal correspondence.
Educator
lululemon athletica
Cincinnati, USA
04.2018 - 05.2019
- Provided world-class education about products, events, and brand while creating exceptional customer experience.
- Provided logistical support for various regional events - including supervising the venue.
- Worked successfully with diverse group of coworkers to accomplish monthly goals and address issues related to brand products and services.
Education
Associate of Applied Business - A.A.B. - Marketing Management
Cincinnati State Technical And Community College
12.2018
B.A. - Journalism and Public Relations
University of Warsaw
11.2015
Skills
- Market Research
- Financial Transactions
- Regulatory Compliance
- Attention to Detail
- Stock Options
- Budget & Expense Reporting
- Market Trends Analysis
- Multilingual (English, Russian, Polish)
References
References available upon request.
Certification
- FINRA Series 7 License
- FINRA Series 66 License
- CRD#: 7115647
Financial Systems
- Envestnet
- Bond Beacon
- AI Capital
- Wealthscape
- Lydia
- Tamarac
Timeline
Investment Associate
Rockefeller Capital Management
12.2023 - Current
Registered Client Associate
Rockefeller Capital Management
11.2021 - 12.2023
Registered Client Service Associate
Morgan Stanley
05.2019 - 11.2021
Educator
lululemon athletica
04.2018 - 05.2019
Associate of Applied Business - A.A.B. - Marketing Management
Cincinnati State Technical And Community College
B.A. - Journalism and Public Relations
University of Warsaw
- FINRA Series 7 License
- FINRA Series 66 License
- CRD#: 7115647
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