Microsoft Office
Eduardo Mendoza
Registered Representative
Bayonne,NJ
Summary
Energetic and highly skilled financial advisor seeking a position which requires strong attention to detail, in-depth budget and accounting analysis, and communication with a diverse customer base.
Overview
2
2
Languages
4
4
years of post-secondary education
1
1
year of professional experience
Work History
Financial Advisor
Equitable Advisors, LLC
New York, NY
06.2021 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Highlighted values and educated clients on Insurance, Equities and Fixed Income financial products.
Client Associate
Bank Of America Merrill Lynch
New York, New York
09.2019 - 11.2020
- Responsible for delivering accurate, timely, and excellent support to a Financial Advisor and wealth management clients
- Input transfer data into Salesforce CRM and manually updated accounting and certificate records.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Prospect for new business in addition to prospecting existing clients for new products and service offerings
- Attended and actively participated in client and internal team strategy meetings to coordinate financial planning and wealth management.
Education
Bachelor of Arts - Finance
Seton Hall University
South Orange, NJ 08.2016 - 05.2020
Skills
Financial Analysis
Portfolio Management
Risk Assessment
Profit Optimization
Market Analysis
Insurance decisions
Relationship building and management
Series 7 and 66 licenses
Sales
Software
Bloomberg Terminal
Salesforce
Timeline
Financial Advisor
Equitable Advisors, LLC
06.2021 - Current
Client Associate
Bank Of America Merrill Lynch
09.2019 - 11.2020
Bachelor of Arts - Finance
Seton Hall University
08.2016 - 05.2020