Jessica Burley
Massillon,OH
Summary
Adept Portfolio Manager with a proven track record at Gateway Financial Solutions, I excel in making investment recommendations and fostering client relationships. My expertise in portfolio lifecycle management and ability to identify investment opportunities have consistently enhanced client wealth. Skilled in analyzing investment opportunities, I also bring strong teamwork skills honed as a Front of House Manager, ensuring high standards in client service.
Overview
13
13
years of professional experience
Work History
Portfolio Manager
Gateway Financial Solutions
06.2016 - Current
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Provided strategy advice to high net worth clients.
- Facilitated portfolio performance review and implemented new strategies.
Front of House Manager
Wasabi Japanese Steakhouse & Sushi Bar
11.2011 - 06.2016
- Performed cash handling activities and secured nightly bank deposits.
- Addressed guest concerns and resolved all issues to guests' satisfaction.
- Maintained positive team environment by encouraging teamwork and respect in accordance with company mission.
- Managed day-to-day FOH operations to drive quality, standards, and meet customer expectations.
Education
High School Diploma -
Walsh University
North Canton, OHSkills
- Making investment recommendations
- Identifying opportunities
- Portfolio lifecycle management
- Analyzing investment opportunities
Timeline
Portfolio Manager
Gateway Financial Solutions
06.2016 - Current
Front of House Manager
Wasabi Japanese Steakhouse & Sushi Bar
11.2011 - 06.2016
High School Diploma -
Walsh University
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