Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Timeline
Generic

Janeisha Farquharson

Brooklyn,NY

Summary

Ambitious early career Financial Services Professional seeking to contribute to the venture finance ecosystem by leveraging background in consulting and sales to develop scalable solutions for clients. Proven leader and self starter in managing client accounts & developing key relationships with decision-makers.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Professional

NYLIFE Securities LLC
03.2021 - Current
  • Served as trusted partner to clients within full sales cycle
  • Consulted 100+ B2B & B2C clients on pain points and provided recommendations
  • Collaborated with tax, legal, & consultants to effectively solve client problems & drive closings
  • Determined risk tolerance & investor profiles of retail investors
  • Tracked monthly production against KPIs & year end revenue targets
  • Processed customer requests and updated confidential information in database

Education

Bachelor of Arts - Business/Communications

Baruch College
New York, NY
05.2020

Skills

  • Communication
  • Customer Relationship Building
  • Sales/Finance
  • Leadership

Affiliations

  • Brooklyn Org Spark Prize Committee Member: Responsible for directing $600,000 to transformation racial equity focused non profits

Accomplishments

  • May 2023: Financial Services Leader of the Month
  • Brooklyn Power List 2023 Honoree: recognized for excellence and impact in business & community

Certification

  • SIE
  • S6
  • S63

Timeline

Financial Services Professional

NYLIFE Securities LLC
03.2021 - Current

Bachelor of Arts - Business/Communications

Baruch College

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Janeisha Farquharson