Top-performing Investment Specialist (SIE, Series 7, Series 66) with a proven track record in complex trade execution and client relationship management. Delivers tailored solutions, resolves intricate trading issues, and consistently drives exceptional client outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Investment Specialist
Merrill Edge (Bank of America
Hunt Valley, Maryland
03.2025 - Current
Consistently achieved 5/5 Balanced Performer rating every month since start date
Generated 300%+ of referral goals on average, significantly exceeding performance expectations
Ranked Top Performer at site monthly and Top 4 Nationwide among Investment Specialists
Managed high-volume client interactions, executing trades across equities, options, mutual funds, and fixed income products to enhance client satisfaction
Resolved complex trading issues and account inquiries, providing tailored financial solutions that improved client trust and loyalty
Identified client needs and collaborated with Financial Advisors to generate high-quality referrals and foster relationship growth
Developed deep expertise across trading platforms, products, and market mechanics
Freelance Software Engineer
International Commercial
Oshikango, Namibia
05.2024 - 01.2025
Engaged with clients to understand their needs and provide tailored software solutions.
Delivered secure, user-friendly applications, ensuring client satisfaction and efficient problem resolution.
Collaborated with stakeholders to align project goals with business objectives.
Managed client communications, setting expectations and providing ongoing support.
Ensured smooth integration of software solutions into existing business workflows.
Software Engineer Intern
MyCom-OSI
London , United Kingdom
05.2023 - 09.2023
Collaborated with team to develop software solutions, enhancing operational workflows.
Participated in daily meetings to align development progress with client expectations.
Created technical documentation and guides, facilitating knowledge transfer for internal teams.
Supported clients by addressing technical inquiries and providing tailored solutions.
Education
Bachelor of Science - Computer Engineering
Boston University
Boston, MA
05-2024
Skills
Investment analysis
Financial analysis
Equities
Trade execution
Market research
Client relationship management
Project management
Leadership
Critical thinking
Active listening
Accomplishments
Bronze Award – Top performing Investment Specialist at site
Senior Investment Specialist at General Organization for Social Insurance (GOSI) - Asset and Liabilities ManagementSenior Investment Specialist at General Organization for Social Insurance (GOSI) - Asset and Liabilities Management