Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Isabelle DeMarco

Freehold,NJ

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

42
42
years of professional experience
1
1
Certification

Work History

Financial Advisor

Morgan Stanley
New York, NY
06.1992 - 11.2023
  • Meet with clients to discuss assets, and long-term and short-term investment goals to devise personalized financial plans
  • Diversify and allocate assets into various types of financial products such as stocks, bonds, closed-end funds, and mutual funds to reduce exposure to their portfolio
  • Research investment opportunities and analysis of financial data
  • Provide recommendations to clients consistent with their risk tolerance
  • Assist clients in building their overall wealth to achieve their retirement objectives
  • Create client strategies to limit financial risk while maintaining their monetary growth
  • Develop personal rapport with each client to support customer loyalty and establish long-term accounts
  • Educate clients on financial management as well as provide professional and strategic advice in regard to investment opportunities, products, and services based on each client's individual needs
  • Assist clients with financial planning and wealth management
  • Initiate and complete authorized transactions for clients
  • Analyze the financial needs of clients and develop tailored strategies to meet goals
  • Consistent communication with clients on a routine basis to reevaluate their financial status and create a portfolio re-balance.

Sales Assistant

Smith Barney
New York, NY
06.1981 - 06.1992
  • Provided financial information to clients regarding their accounts and worked closely with them to resolve any issues
  • Opened and updated customer accounts
  • Processed payments, transfers, trades, and other transactions
  • Consulted with clients to set up appointments, discuss products, and address financial concerns
  • Assisted with management of client portfolios
  • Solved operational problems for clients such as issues with statements, deposits, or checks
  • Supported and assisted Financial Advisor through organization and record-keeping.

Education

HS Diploma -

Bishop Kearney High School
Brooklyn, NY
06.1981

Skills

  • Wealth Management
  • Investment advice
  • Asset Allocation
  • Financial Planning
  • Mutual funds
  • Stock market expertise
  • Retirement Planning
  • Portfolio Management
  • Leadership
  • Risk Assessment
  • Customer Service
  • Research

Certification

  • Series 7
  • Series 63
  • NMLS

Timeline

Financial Advisor

Morgan Stanley
06.1992 - 11.2023

Sales Assistant

Smith Barney
06.1981 - 06.1992

HS Diploma -

Bishop Kearney High School

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Isabelle DeMarco