DEAN AWUAH-FOSU
Atlanta,GA
Summary
Detail-oriented Registered Client Service Associate with years of experience in fast-paced financial environments and trading securities. Skilled in client engagement and maintaining data security protocols. Demonstrates composure under pressure while managing full-time work and academic commitments. Committed to delivering outstanding service to clients and colleagues.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Morgan Stanley
Alpharetta, USA
10.2024 - Current
- Support financial advisors and high-net-worth clients with account servicing, operational requests, asset transfers, and transaction processing in a fast-paced wealth management environment
- Maintain accuracy and regulatory compliance while processing client documentation, account maintenance requests, and financial transactions
- Partner with internal departments and external clients to resolve operational issues efficiently while delivering a high standard of client service
- Develop practical knowledge of capital markets, equity products, fixed income securities, derivatives, and trading operations through daily exposure to financial markets
- Utilize firm technology platforms, workflow systems, and CRM tools to improve operational efficiency and client experience
- Demonstrate strong attention to detail and professionalism while managing sensitive client information and time-sensitive requests
- Work overnight operations shifts while maintaining full-time enrollment in a Finance degree program, demonstrating strong time management, discipline, and the ability to perform in high-demand environments
Personal Equity/Derivatives Trader
Self-employeed
Atlanta, Georgia
12.2022 - Current
- Executed trades in various financial instruments with precision and speed.
- Monitored and managed risk exposure across multiple positions.
- Analyzed market trends to identify profitable trading opportunities.
- Collaborated with other traders to share insights and strategies.
Education
Bachelor of Business Administration - Finance
Georgia State University - Robinson College of Business
Atlanta, GA07-2026
Skills
- Client Relationship Management
- Capital Markets
- Equity Products
- Fixed Income
- Derivatives
- Market Structure
- Trading Concepts
- Bloomberg Terminal
- Microsoft Excel
- VBA
- SQL
- Python
- Microsoft Office Suite
- AI Productivity Tools
- Communication
- Problem Solving
- Time Management
- Attention to Detail
- Team Collaboration
- Team Collaboration
Certification
- FINRA Series 7
- FINRA Series 66
- Securities Industry Essentials (SIE)
- Bloomberg Market Concepts (BMC) Online Certification Program - Currently Enrolled
- Currently Pursuing Series 57
Additional Information
Active participant in financial markets with experience analyzing equities, options, and broader market trends, Currently enrolled in Machine Learning for Trading specialization focused on quantitative analysis and financial data modeling, Member of church media team providing production, content, and event support, Interests include soccer, skateboarding, piano, travel, and financial market research, Proven ability to balance demanding academic, professional, and licensing commitments while maintaining high performance standards
Timeline
Registered Client Service Associate
Morgan Stanley
10.2024 - Current
Personal Equity/Derivatives Trader
Self-employeed
12.2022 - Current
Bachelor of Business Administration - Finance
Georgia State University - Robinson College of Business