JEFF CACACE
COMMACK
Summary
Dynamic investment professional with expertise in asset allocation and problem-solving, formerly at Empire Exchange USA. Excelled in crafting personalized investment strategies, enhancing client satisfaction, and negotiating favorable terms. Leveraged fundamental analysis and equity research to drive informed decisions, achieving client financial goals and fostering long-term relationships with high-net-worth individuals.
Overview
12
12
years of professional experience
Work History
Private Client Investment Associate
Empire Exchange USA
01.2014 - Current
- Maintained open communication lines with clients, addressing any concerns or inquiries promptly and professionally.
- Educated clients on different investment products, helping them make informed decisions regarding their financial futures.
- Mitigated potential losses by conducting thorough due diligence on prospective investments before recommending them to clients.
- Collaborated with portfolio managers to construct customized investment portfolios, aligning with clients'' risk tolerance and financial goals.
- Assisted clients in achieving their financial objectives through strategic asset allocation and diversification of investments.
- Developed strong relationships with high-net-worth clients for tailored financial advice and long-term wealth management solutions.
- Enhanced client satisfaction by providing personalized investment strategies and recommendations.
- Leveraged analytical tools to evaluate the performance of individual stocks, bonds, mutual funds, ETFs in relation to benchmarks and indexes used for comparison purposes.
- Negotiated favorable terms for clients during transactions involving securities trades or other complex financial instruments.
Education
International Finance
Hofstra University
Hempstead, NYSkills
- Fundamental analysis
- Trading strategies
- Cash flow analysis
- Equity research
- Alternative investments
- Asset allocation
- Investment analysis
- Financial planning
- Securities valuation
- Problem-solving skills
- Currency trading
Accomplishments
- Developed expanded buy/ sell trade program direct from clients own Wealth Management bank account
- Developed method to use hard assets to enhance bottom lines
- Created logistics to move and custodian securities affording the client maximum returns
- Allowing clients the ability to work directly with FINRA bankers for custom trades, ensuring comfort through transparency
Timeline
Private Client Investment Associate
Empire Exchange USA
01.2014 - Current
International Finance
Hofstra University