Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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Drin Ismaili

Milwaukee,WI

Summary

Results-oriented Economics Graduate with experience in wealth management, sales, and client services. Demonstrated expertise in analyzing complex issues and implementing strategic solutions that enhance growth & productivity. Committed to continuous improvement and skill development, with aspirations for further opportunities in sales and client services.

Overview

2
2
years of professional experience

Work History

Expert Sales Consultant

Victra
Milwaukee, WI
08.2024 - Current
  • Specialized in both business and consumer sales, driving revenue by offering tailored mobile and technology solutions
  • Cultivated client relationships, ensuring alignment with customer needs.
  • Achieved and surpassed sales targets regularly while providing outstanding customer service.
  • Exhibited comprehensive product expertise and kept updated on industry developments to deliver tailored suggestions for clients.
  • Identified customer needs by asking questions and advising on best solutions.

Private Client Associate (Intern)

Fisher Investments
Tampa, FL
09.2023 - 06.2024
  • Conducted financial, estate, and tax planning meetings for HAUM clients.
  • Optimized client profile maintenance for better coordination with financial professionals through Salesforce.
  • Successfully recruited external tax planners through strategic outreach
  • Acknowledged as a top-performing Junior Associate on the Fisher metric system, consistently excelling in meeting coordination, client communications, and internal leadership

Operations Intern

Florida Venture Forum
05.2023 - 08.2023
  • Produce presentations for the firm and clients, utilizing Pitchbooks data for local and statewide events
  • Established and maintained communication with private equity and venture capital firms to gather insights on market activity, diligently monitoring deals and transactions across Florida
  • Contributed to event planning, sponsorships, and firm-wide operations
  • Coordinated and facilitated meetings with board members, leadership, and local business leaders to enhance collaboration and support strategic objectives

Education

Bachelor of Arts - Economics

University of Tampa - Sykes College of Business
Tampa, FL
05.2024

Skills

  • Proficiency in Microsoft 365 Applications
  • CRM/Salesforce System Proficiency
  • Public Speaking
  • Client Services and Relations
  • B2B/B2C Sales
  • Effective Team Leadership
  • Bilingual Proficiency in English and Albanian
  • Versatile Work Skills

Accomplishments

  • Investment Banking Society - Executive Board at University of Tampa
  • Community leader in Albanians of Wisconsin

Affiliations

  • Youth Basketball Coach
  • Community Volunteer
  • Fitness
  • Investing
  • Financial Markets

Timeline

Expert Sales Consultant

Victra
08.2024 - Current

Private Client Associate (Intern)

Fisher Investments
09.2023 - 06.2024

Operations Intern

Florida Venture Forum
05.2023 - 08.2023

Bachelor of Arts - Economics

University of Tampa - Sykes College of Business

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Drin Ismaili