Guy Blackwell
987 N. Laurel Street,PA
Summary
Investment broker with 30 years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction. Over forty years of Wall Street experience in total and worked for the original Gordon Gekko (Asher Edelman ) in the 1980's at Arbitrage Securities.
Overview
13
13
years of professional experience
Work History
Investment Broker
HJ Sims & Co.
09.2006 - 10.2019
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
No Degree - Business Administration
Monmouth College
West Long Branch, NJSkills
- Prospecting and Networking
- Customer Service
- Know Your Customer
- Investment Planning
- Customer Needs Assessment
- Account Management
- Relationship Building
- Compliance Adherence
- Investor Relations
- Fixed Income F&O
Additional Information
For the last three and a half years, I have been submitting tips to the SEC and FINRA regarding the municipal bond market regarding the following violations: fraud, lack of due diligence, churning, excessive sales concessions and inefficient markets etc..
Timeline
Investment Broker
HJ Sims & Co.
09.2006 - 10.2019
No Degree - Business Administration
Monmouth College
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