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.
• 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.
• 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.
Advanced knowledge of MS Office Suites
Experience in stock trading and cryptocurrency investment
Proactive in identifying opportunities for improvement and creative problem-solving
Strong interpersonal communication skills with a client-focused approach
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.