Eric Yoon Hwang
Flushing,NY
Summary
Former accomplished Stock broker and sales agent with a strong foundation in market analysis, client relationship management, and strategic decision-making. Over 7 years of experience in the financial sector, with a proven track record in managing high value portfolios, analyzing market trends, and delivering tailored investment vehicles. Highly skilled in risk assessment, communication, problem solving, and analytical thinking. Currently seeking to leverage analytical expertise, interpersonal skills, and results-driven mindset to make a meaningful impact in a new or similar industry. Considered Adaptable, detail-oriented, and easily coachable looking to approach a fresh career path.
Overview
10
10
years of professional experience
Work History
Sales Agent
One Star Capital
06.2018 - 01.2024
- Generated new business through cold calls both international and domestic prospects utilizing lead source.
- Structured and closed successful private placement deals, raising over 2 million in capital.
- Built and maintained a network of high net worth individuals.
- Top producing agent for 2 consecutive months for most new accounts opened and raising over $1 million in new capital breaking company record.
Stock Broker
Network 1 Financial
08.2016 - 12.2017
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Analyzed market trends to identify profitable investment opportunities for clients.
- Monitored economic indicators and global events, staying informed on factors affecting market conditions.
Stock Broker
Spartan Capital Securities, LLC
03.2016 - 02.2017
- Managed leveraged accounts in 6 figure range for brokerage firm
- Utilize cold calling to qualify potential high net worth investors.
- Present investment opportunities to clients and provided them with a detailed review of trading process.
- Conduct thorough market research and analysis to identify profitable investment opportunities
- Execute trades in compliance with industry regulations, minimizing risk exposure and ensuring accurate record-keeping
- Conduct in-depth market analysis to identify investment opportunities.
Stock Broker
Aegis Capital
11.2013 - 11.2015
- Generated and cultivated qualified leads through outbound cold calls
- Developed a non-existing client base through intensive cold calling and networking efforts
- Manage portfolios for high net worth clients
- Advise clients on stock purchases, execute trades on behalf of clients in compliance with industry regulations and company policies.
- Proactively communicate market developments, potential risks, and performance updates to clients.
Education
Business Entrepreneur
Rockland Community College
Suffern, NY08-2008
Skills
- Objection handling
- Making offers
- Leads generation
- Market Research
- Risk Assessment
- Portfolio Management
- MS Excel, Word
- Communication Skills
- Analyze trends
- Documentation
- Customer Service
Languages
English
Native or Bilingual
Korean
Professional Working
Timeline
Sales Agent
One Star Capital
06.2018 - 01.2024
Stock Broker
Network 1 Financial
08.2016 - 12.2017
Stock Broker
Spartan Capital Securities, LLC
03.2016 - 02.2017
Stock Broker
Aegis Capital
11.2013 - 11.2015
Business Entrepreneur
Rockland Community College
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