Justin Skudder
Plainview,NY
Summary
Dynamic Financial Consultant with a proven track record at Greenbird Capital, excelling in asset allocation and relationship building. Successfully opened over 100 accounts in under two years, leveraging skills in business development and client relations. Mentored junior brokers, enhancing lead generation capabilities and securing high net worth clients access to elite companies.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Consultant
Greenbird Capital
01.2021 - Current
- Built strong relationships with clients through cold calling and consistent follow up.
- Opened over 100 new accounts in under 2 years.
- Mentored Jr brokers to build lead bases and open new account over the phone.
- Helped High Net worth Clients get access to companies such as SpaceX, Rubrik, Kraken, Dataminr, and Flexport.
Jr Broker
Joseph Stone Capital
03.2017 - 08.2019
- Learned under at Sr Broker how to build leads and open accounts.
- Learned how to cultivate relationships with high net worth individuals.
- Helped Sr Broker with maintaining client goals, client services and client issues.
Relationship Banker
J.P. Morgan Chase
06.2016 - 02.2017
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Helped refer 5-10 cleints monthly to mortgage and financial advisor of the branch.
Education
Bachelor of Business - Finance
Long Island University
Greenvale, NY05.2015
Skills
- Asset allocation
- Business development
- Relationship building and management
- Sales and marketing
- Client relations
- Lead generation
Certification
- Series 7
- Series 63
- NY Life and Health insurance license
Timeline
Financial Consultant
Greenbird Capital
01.2021 - Current
Jr Broker
Joseph Stone Capital
03.2017 - 08.2019
Relationship Banker
J.P. Morgan Chase
06.2016 - 02.2017
Bachelor of Business - Finance
Long Island University
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