Jacob Beyer
New York,NY
Summary
Dynamic professional experienced in creating and implementing promotional plans to enhance product sales. Decisive and goal-driven leader with an organized approach and excellent verbal and written communication skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Internal Wholesaler
PGIM Investments
Newark
07.2023 - Current
- Generated over $350 Million dollars of sales in Mutual Fund, ETF, SMA and Alternative Investment across a diverse product line-up at wirehouse firms
- Delivered sales presentations and conducted one on one client meetings in the greater Philadelphia area
- Increased sales by making over 75 out bound phone calls per day, scheduling over 145 client meetings per quarter and originating 30 new direct indexing leads per quarter.
Private Wealth Management Intern (Team Global)
Morgan Stanley
New York
06.2022 - 08.2022
- Researched individual investments and sectors to support a financial advisor and his team in developing client specific asset allocations
- Reviewed and analyzed investment fund quarterly reports and updated team’s internal database tracking fund performance.
Operations Intern (Wealth Management)
Morgan Stanley
New York
07.2021 - 08.2021
- Assisted operations team and financial advisors managing assets for high net worth and ultra-high net worth individuals
- Developed in-depth knowledge of key aspects of Wealth Management including risk management, portfolio management, client servicing, business development and financial planning.
Education
Bachelor of Science - Finance
University of Maryland, College Park
05.2023
Skills
- Consultative sales skills
- Portfolio Management
- Fund solutions
- Sales Presentations
- Investment strategies
- Sales Support
Certification
- SIE
- Series 7
- Series 63
- NJ Insurance Exam
Organizations
- Alpha Epsilon Pi Fraternity, Delta Deuteron Chapter
- Member Engagement Chair
- Organized all activities including philanthropy basketball tournaments and weekly social gatherings, Drafted a monthly budget and allocated funds for all events
- Hillel, Volunteer
- Advertised food drive and delivered meals to religious students
Interests
- Sports (tennis, basketball, skiing, football)
- Travel (Studied Abroad in Spain)
- Investing
Timeline
Internal Wholesaler
PGIM Investments
07.2023 - Current
Private Wealth Management Intern (Team Global)
Morgan Stanley
06.2022 - 08.2022
Operations Intern (Wealth Management)
Morgan Stanley
07.2021 - 08.2021
Bachelor of Science - Finance
University of Maryland, College Park
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