Joel Solar
Delray Beach,FL
Summary
Licensed securities dealer Investment Banker
Series 7 and 63
Raised millions of dollars for private placements and secondary offerings
Overview
32
32
years of professional experience
1
1
Certification
Work History
Managing Principal
Franklin Global Partners
New York City, NY
09.2015 - Current
- Responsible for all Sales
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Licensed Securities Dealer
Meyers Associates L.P.
New York, NY
03.1998 - 09.2015
- Analyzed and interpreted business journals, technical procedures and government regulations.
- Executed trades as authorized by portfolio manager or outside adviser for equity and fixed income trading.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Founder /Business Owner
Solar Sourcing & Licensing
New York, New York
12.1990 - 12.1997
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business function
- Sourced and manufactured multi Millions of dollars of products
- Established new business and increased business by twenty percent year over year
- Attended multiple investment conferences and did a significant amount of networking
Education
Bachelor of Science - Business Economics
City University of New York
Queens, NY06.1973
Bachelor of Science - International Economics
City University of New York
Queens N.Y.06.1973
Skills
- Senior Sales Executive
- Management of Financial Resources
- Problem Anticipation and Resolution
- Operational management experience
Accomplishments
I started my own jeans and sportswear manufacturing and exporting company from scratch and built a multi million dollar business in Colombia, South America.
Senior Wall Street executive and Investment Banker Sales Person
Certification
- Licensed Investment Banker on Wall Street
reading, travelling sports
I have traveled al over the world to over 45 countries
I constantly read to improve my skills and learn as I will never stop learning
Languages
English
Elementary
Spanish
Professional Working
Timeline
Managing Principal
Franklin Global Partners
09.2015 - Current
Licensed Securities Dealer
Meyers Associates L.P.
03.1998 - 09.2015
Founder /Business Owner
Solar Sourcing & Licensing
12.1990 - 12.1997
Bachelor of Science - Business Economics
City University of New York
Bachelor of Science - International Economics
City University of New York
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