Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic

Frantzy Exantus

Jacksonville,FL

Overview

2
2
years of professional experience

Work History

Senior Investment Specialist

Merrill Edge
09.2022 - Current
  • Leverage comprehensive knowledge of financial markets to provide clients with tailored investment strategies.
  • Cultivate and maintain strong client relationships through active listening, understanding their financial goals, and addressing their inquiries effectively.
  • Execute financial transactions with precision, analyze reports, and ensure adherence to compliance and regulatory requirements.
  • Demonstrated expertise in fee negotiation and product comparison, consistently exceeding acquisition targets.

Financial Service Representative

Merrill Edge
02.2022 - 07.2022
  • Engaged and built relationships with clients effectively, reflecting Bank of America’s core values.
  • Directed clients to appropriately trained personnel, ensuring timely and accurate referrals.
  • Consistently met or surpassed call handling targets, showcasing efficiency and proficiency in call center operations.

Education

Business Student -

Year Up / FSCJ
Jacksonville, Florida
06.2022

Skills

    Negotiation Skills: Expertise in negotiating terms and closing deals to achieve favorable outcomes for both clients and the organization

    Product Knowledge: In-depth knowledge of financial products and services, including investment strategies, savings plans, and corresponding account types

    Communication Skills: Strong verbal and written communication abilities, essential for presenting ideas clearly and persuasively to clients

    Problem-Solving Abilities: Capability to analyze client issues and provide effective solutions in a timely manner

Volunteer Experience

Year Up / Bank of America
Jacksonville, Florida
Panelist
06/2023 - Present

  • Delivered talks to new interns, sharing personal insights and experiences from the Year Up program.
  • Provided guidance on professional development, networking, and navigating the corporate environment.
  • Offered practical strategies and encouragement to support interns' success in their internships and future careers.
  • Shared knowledge on various career paths within the financial industry, helping interns explore growth opportunities.
  • Advised on transitioning from internships to full-time roles, including performance tips and professional conduct.
  • Collaborated with executives and managers to create and present informative sessions, fostering a supportive learning environment.
  • Conducted a detailed presentation on Better Money Habits, focusing on strategies for avoiding debt, investing, and building wealth.

Bank of America
Jacksonville, Florida
Mentor
01/2023 - Present

  • Mentored individuals preparing for financial licenses (SIE, Series 7, Series 66), providing support and insights to aid their preparation.
  • Advised on various career paths and job opportunities within Merrill, helping mentees understand potential roles and advancement prospects.
  • Educated mentees about sales positions and career opportunities within Merrill, guiding them on leveraging their licenses for success in sales and client relationship management.

Timeline

Senior Investment Specialist

Merrill Edge
09.2022 - Current

Financial Service Representative

Merrill Edge
02.2022 - 07.2022

Business Student -

Year Up / FSCJ
Frantzy Exantus