Kevin Morales

• Advised clients on banking products, financial goals, and introductory investment options.
• Built and maintained strong relationships with high-value clients, improving customer retention.
• Identified cross-selling opportunities across banking, insurance, and wealth management services.
• Performed risk assessments and recommended financial solutions tailored to client needs.
• Referred clients to internal partners in mortgage, lending, and wealth management.
• Ensured compliance with financial regulations and procedures, including KYC and AML protocols.
• Provided financial education to customers regarding credit management, savings, and investment basics.

- Over one year of continuous market study, chart analysis, and real capital trading experience.
- Specialized in NASDAQ, Dow Jones, Forex, metals, cryptocurrencies, and high-volatility assets.
- Expert-level use of TradingView including Pine Script for strategy development and backtesting.
- Proficient with MetaTrader 5, Trader Locker, Robinhood, and other trading platforms.
- Managed personal portfolios ranging from $5,000 to $20,000 with risk-based strategy planning.

-Funded with several accounts from $10,000 to $50,000
- Achieved a net profit of $15,000 from a $1,000 investment in a high-volatility asset (2023).
- Daily interaction with professional finance tools and media: Bloomberg, Barchart, Yahoo Finance.