Dynamic professional with a goal-oriented mindset and proven success at enhancing client satisfaction through personalized investment strategies. Skilled in client relationship building and effective time management, I consistently exceeded sales quotas and streamlined processes, driving operational excellence and safeguarding client investments in volatile markets.
Overview
29
29
years of professional experience
Work History
Agent/Representative
Summerfield Investment Group LLC
02.2009 - 04.2025
Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
Managed multiple properties simultaneously, coordinating efficient allocation of resources and streamlining communication channels to maintain high levels of operational excellence.
Coordinated with legal counsel to resolve tenant disputes.
Negotiated favorable contract terms with vendors, resulting in reduced operating expenses without compromising on service quality.
Kept properties in compliance with local, state, and federal regulations.
Inside Sales Representative
Stansbury and Associates
06.2006 - 12.2008
Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
Answered customers' questions regarding products, prices, and availability.
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.
Private Client Investment Associate
JPMorgan Chase
05.2004 - 05.2006
Implemented risk management strategies to minimize exposure for clients during volatile market conditions and safeguard their investments.
Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
Fostered a culture of teamwork and collaboration by actively contributing to the growth and development of junior team members.
Enhanced client satisfaction by providing personalized investment strategies and recommendations.
Coordinated with compliance teams to ensure adherence to regulatory requirements throughout the investment process.
Municipal Bond Trader
Legg Mason Wood Walker
06.1996 - 05.2003
Increased efficiency by implementing streamlined processes for trade execution and settlement between counterparties.
Managed complex transactions involving multiple securities, ensuring accurate reporting and timely settlements for clients.
Negotiated favorable trade terms to secure competitive prices for clients while managing transaction costs.
Actively monitored secondary market activity to identify attractive investment opportunities for clients seeking yield enhancement or capital preservation strategies.
Maintained comprehensive knowledge of regulatory changes, adapting trading strategies to ensure compliance at all times.
Procurement/Commercial Officer at AG Power LLC-Group of Al Ghurair InvestmentProcurement/Commercial Officer at AG Power LLC-Group of Al Ghurair Investment