Gregory Kirichenko
Brooklyn,NY
Summary
Driven finance professional actively preparing for Series 66 certification, with a strong foundation in investment strategies and market analysis. Demonstrates proficiency in financial planning and client relationship management, aiming to enhance advisory capabilities.
Overview
6
6
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
Brooklyn, NY
08.2024 - 01.2025
- Researched market trends to stay up-to-date on the latest industry news and developments.
- Participated in team meetings regularly to discuss progress updates and exchange ideas.
- Assessed clients' risk tolerance levels and recommended appropriate investment products based on their individual goals.
Relationship Banker
Chase Bank
Brooklyn, NY
04.2023 - 08.2024
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Developed and executed strategies to achieve and exceed sales targets for banking products and services.
Sales Associate
Empire Private Equities
05.2022 - 03.2023
- Specialize in pre-IPO market and undervalued situations.
- Provide important information, as well as a dynamic approach, to high-net-worth individuals.
- Engage with customers to effectively build rapport and lucrative business relationships.
- Generate new sales leads to achieve and exceed monthly sales goals.
Internship
JLM Couture
06.2021 - 09.2021
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash and banking reconciliations.
- Detected and corrected mistakes early on, and implemented systems to avoid recurring issues.
- Gathered financial information, prepared documents, and closed the books.
Internship
Allied Millennial Partners
06.2019 - 08.2019
- Monitored stock markets to identify potential trading opportunities.
- Completed research, compiled data, updated spreadsheets, and produced timely reports.
- Assisted in putting together market reports, as well as analyzing stocks such as Activision and Snapchat.
- Interacted with customers by phone, email, or in person to provide information.
Education
Bachelor's degree - Finance and Investments, Psychology
Baruch College, Zicklin School of Business
06.2023
Qualifications
- Acquired Series 7, Series 63, Series 6, Life and Health Insurance licenses.
- Language Skills : English (Native) , Russian (Fluent)
- Computer Skills : Microsoft Office Suite, Analytics / Analysis, Social Media Management, Spread Sheets, Email and video Communication, Data Visualization, Marketing Automation, Google Drive, Presentations, Risk Assessment.
Timeline
Financial Solutions Advisor
Merrill Lynch
08.2024 - 01.2025
Relationship Banker
Chase Bank
04.2023 - 08.2024
Sales Associate
Empire Private Equities
05.2022 - 03.2023
Internship
JLM Couture
06.2021 - 09.2021
Internship
Allied Millennial Partners
06.2019 - 08.2019
Bachelor's degree - Finance and Investments, Psychology
Baruch College, Zicklin School of Business
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