Eric Brown
Astoria,NY
Summary
High-energy professional within the financial services
industry skilled at relationship building, maintaining
organization, and balancing multiple objectives. Proficiency
in optimizing operations, coordinating events, and most
importantly monitoring client satisfaction.
Overview
4
4
years of professional experience
Work History
Portfolio Analyst
BNY Mellon
08.2022 - 04.2024
- Daily roles include assisting clients throughout their entire relationship with BNY Mellon beginning with the onboarding process and leading to the implementation and management of client’s wealth, asset accumulation, and family governance.
- Supported senior portfolio management in making informed investment decisions through the generation of detailed reports and presentations.
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
Operational Team Lead
Wish You Were Here Hospitality
07.2020 - 12.2022
- Acted as a liaison between management and work staff to create a comfortable workplace environment for all parties involved.
- Excelled at communicating with customers to ensure the most pleasurable experience possible.
- Recommend daily specials, wine selections, and desserts to guide patrons toward items management sought to sell.
Assocaite Banker
JP Morgan Chase
03.2021 - 08.2022
- Worked with Relationship Bankers and On-boarding team to facilitate account openings that lead to growth for both the client and
institution. - Provided help to both new and existing clients to build a
lasting relationship. - Develop and expand client opportunities by assessing their current financial situation and interact with them on opportunities in the near- and long-term future.
Education
Bachelor of Science - Sociology
Arizona State University
05.2020
Skills
- Client Servicing
- Staffing
- Asset Allocation
- Cash Flow Management
- Client Relationship Management
- Microsoft Office Suite
- Due diligence
Timeline
Portfolio Analyst
BNY Mellon
08.2022 - 04.2024
Assocaite Banker
JP Morgan Chase
03.2021 - 08.2022
Operational Team Lead
Wish You Were Here Hospitality
07.2020 - 12.2022
Bachelor of Science - Sociology
Arizona State University
Similar Profiles
ANKUR WADHEANKUR WADHE
Associate I at Bank of New York Mellon (BNY Mellon)Associate I at Bank of New York Mellon (BNY Mellon)
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Javier MolinaryJavier Molinary
Data Analyst at BNY MellonData Analyst at BNY Mellon
CHAU TRANCHAU TRAN
Fund Accountant at BNY MellonFund Accountant at BNY Mellon
Brian FernandezBrian Fernandez
Bartender at Island OysterBartender at Island Oyster