Summary
Overview
Work History
Education
Skills
Professional Profile
Timeline
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Esther Stopnicki

Suffern,New York

Summary

Dynamic and detail-oriented financial professional with a Master’s in Business Administration specializing in Finance. Experienced in financial planning, account management, and client services with a background in trading stocks and cryptocurrencies. Proven ability to communicate complex financial concepts to clients and collaborate effectively with financial professionals.

Overview

2
2
years of professional experience

Work History

Executive Assistant

JN Mediations
Toronto, Ontario
06.2023 - 09.2023

• Coordinated internal and external meetings, travel plans, and managed executive schedules to maximize productivity.

• Handled communication on behalf of executives, responding to inquiries and managing correspondence.

• Prepared and reviewed documents for accuracy and distributed them to the appropriate recipients.

Account Manager

Truss Financial
West Nyack, New York
07.2022 - 09.2022

• Managed client accounts, ensuring accurate and timely processing of transactions and updates.

• Provided financial insights and recommendations to clients, enhancing their investment strategies.

• Collaborated with financial advisors to deliver personalized financial solutions.

Math Tutor

Monsey, New York
09.2021 - 06.2022
  • Tutored students in mathematical concepts and problem-solving strategies, customizing sessions to individual needs.
  • Created a supportive learning environment that encouraged student engagement and academic growth.

Assistant teacher

Yeshiva Ohr Reuven
Monsey, New York
09.2021 - 06.2022
  • Assisted in the planning and implementation of daily lessons, contributing to a productive classroom environment.
  • Established positive relationships with students and families, supporting students' educational and personal development.

Education

Master of Business Administration - Management with a concentration in Finance -

Adelphi University
New York, NY
05.2024

Bachelor of Science (B.S.) - Business Administration in Management -

Adelphi University
Brooklyn, NY
06.2022

Judaic Studies -

Bais Yakov Keser Chaya
Jerusalem
06.2020

Skills

  • Technical Proficiency:

Advanced knowledge of MS Office Suites

  • Trading and investment knowledge:

Experience in stock trading and cryptocurrency investment

  • Problem-Solving and Innovation:

Proactive in identifying opportunities for improvement and creative problem-solving

  • Client Relationship Management:

Strong interpersonal communication skills with a client-focused approach

Professional Profile

As a financial professional with a Master’s degree in Finance and a background in account management and financial planning, I have honed my skills in client relationship management, investment analysis, and trading, including stocks and cryptocurrencies. My experience includes working as an Account Manager at Truss Financial, where I was responsible for managing client accounts, providing financial insights, and supporting the financial planning process. With a strong technical background and a proactive approach to client service, I am eager to contribute to your firm’s growth and help facilitate the delivery of comprehensive wealth management solutions.

Timeline

Executive Assistant

JN Mediations
06.2023 - 09.2023

Account Manager

Truss Financial
07.2022 - 09.2022

Math Tutor

09.2021 - 06.2022

Assistant teacher

Yeshiva Ohr Reuven
09.2021 - 06.2022

Master of Business Administration - Management with a concentration in Finance -

Adelphi University

Bachelor of Science (B.S.) - Business Administration in Management -

Adelphi University

Judaic Studies -

Bais Yakov Keser Chaya
Esther Stopnicki