James Perkins
Client Services Associate
San Antonio,TX
Summary
Dedicated client service associate known for handling multiple projects successfully. Promoting excellent skills. Dedicated to best-in-class services for all clients.
Overview
7
7
years of professional experience
2018
2018
years of post-secondary education
Work History
Client Service Associate
The Practice Advisory Groip
Houston
08.2018 - Current
- Tracked progress against established benchmarks for each portfolio in order to assess performance over time.
- Generated reports detailing the activities of each account, including trade history and portfolio performance.
- Prepared presentations outlining potential investments or strategies for review by senior management.
Education
Bachelor of Arts - Liberal Arts And Sciences
Millsaps College
Jackson , MS 08.2013 - 12.2017
Lamar High School
Houston, TXSkills
- Data analysis
- Financial reporting
- Portfolio management
- Investment strategies
References
References available upon request.
Timeline
Client Service Associate
The Practice Advisory Groip
08.2018 - Current
Bachelor of Arts - Liberal Arts And Sciences
Millsaps College
08.2013 - 12.2017
Lamar High School
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