Edward Juarez
Long Island City,NY
Summary
Data Scientist familiar with gathering, cleaning and organizing data for use by technical and non-technical personnel. Advanced understanding of statistical, algebraic and other analytical techniques. Highly organized, motivated and diligent with significant background in wealth management. Communicates clearly with stakeholders and builds consensus around well-founded models. Talented in writing applications and reformulating models.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Managing Director
Network 1 Financial
NY, NY
09.2019 - Current
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm increasing bottom line production by 30%
- Led team of junior brokers to implement data-driven sales program and achieve individual and team sales goals that led to 40% conversion ratio
- Facilitated new client onboarding process and investment account setup.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Interacted well with customers to build connections and nurture relationships.
- Managed investment funds to maximize return on client investments.
- Created financial models to analyze and evaluate investment strategies and developed tailored strategies to meet goals.
- Implemented business strategies, increasing revenue and effectively targeting new markets(LATAM).
- Collaborated with senior management to continuously improve sales process by identifying areas for optimization and implementing data-driven solutions.
Private Client Advisor
Phoenix Financial
NY, NY
02.2016 - 09.2019
- Conducted research on leads, created database of prospects
- Opened new accounts according to "know your customer rule" and guidelines.
- Created data-driven sales program that utilized introduction call to warm up cold leads, resulting in 30% increase in new customer shareholders and revenue.
- Collaborated with clients to develop customized investment portfolios.
- Completed daily logs, tracked data and managed clients' book of business
- Trained and mentored junior brokers to increase their productivity
- Was intermediary between Client and Fund of late stage private companies such as Palantir, LYFT, AirBnb
- Raised over $10 million in AUM
- Developed and maintained strong relationships with clients to maximize satisfaction.
Financial Advisor
EJ Sterling/Allied Millennial Advisors
NY, NY
12.2011 - 12.2015
- Recruited, trained and mentored 50 junior advisors on data-driven sales techniques, relationship building, and product knowledge across various financial products such as private equity, mutual funds, ETFs, and equity.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Analyzed sales data and identified most effective sales strategies for converting cold leads into new business.
- Led team of advisors to develop strong business relationships with clients resulting in $40 million in assets under management
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities leading to 75% cross selling ratio
- Upsold additional products and services to customers, increasing revenue.
Education
Data Science
Flatiron School
NY,NY 09.2022 - 01.2023
Associate of Arts -
Queensborough Community College of The City University of New York
Oakland Gardens, NY07.1998
Skills
- Problem-Solving Skills
- Account Management
- Managing Wealth
- Client Relationship Management
- Negotiation
- Business Growth Initiatives
- Time Series Forecasting
- Decision Trees
- Applied Statistics
- Anomaly Detection
- Logistic Regression
- Machine Learning
Certification
- Licensed General Securities Representative Series 7- Issued Mar 2003
- Certified Data Scientist, Flatiron School - Issued Jan 2023
Languages
Spanish
Native or Bilingual
Timeline
Data Science
Flatiron School
09.2022 - 01.2023
Managing Director
Network 1 Financial
09.2019 - Current
Private Client Advisor
Phoenix Financial
02.2016 - 09.2019
Financial Advisor
EJ Sterling/Allied Millennial Advisors
12.2011 - 12.2015
- Licensed General Securities Representative Series 7- Issued Mar 2003
- Certified Data Scientist, Flatiron School - Issued Jan 2023
Associate of Arts -
Queensborough Community College of The City University of New York
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