James Mayoral
Dallas,United States
Summary
Experienced in developing and maintaining strong client relationships, with a proven track record of implementing effective strategies. Possess strong analytical skills and the ability to provide solutions to complex financial situations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Professional
Lemnis Capital
03.2023 - Current
- Analyzed and evaluated clients' financial landscapes to provide personalized financial planning advice
- Developed and implemented investment strategies to help clients achieve their financial goals
- Maintained strong relationships and lines of contact with clients and prospective clients to ensure their financial objectives were consistently being met
Bartender
Volare bar and pizzeria
07.2021 - 04.2023
- Skilled in providing friendly and efficient customer service, ensuring customer satisfaction and repeat business
- Served high customer volumes during special events, nights, and weekends.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Education
B.B.A. - Healthcare Business
University of Oklahoma - Price College of Business
05.2023
Skills
- Risk Analysis
- Problem Solving
- Investment Planning
- Effective Communication
- Client Relationship Management
- Developing financial plans
- Client relations
- Financial services
Certification
- Series 63, 01/01/24, FINRA
- Series 65, 03/01/24, FINRA
- Series 7, 10/01/23, FINRA
- Securities Industry Essential (SIE), 08/01/23, FINRA
Timeline
Financial Professional
Lemnis Capital
03.2023 - Current
Bartender
Volare bar and pizzeria
07.2021 - 04.2023
B.B.A. - Healthcare Business
University of Oklahoma - Price College of Business
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