Kevin Reid
Brooklyn,NY
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over [15] years of success supporting client financial goals through astute investment guidance. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional sales, public speaking, customer service and overall communication skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant
Strategic Consulting
New York, NY
09.2018 - Current
- Provided strategic advice to clients on capital structure optimization and debt financing options.
- Performed complex valuation analyses on companies in a variety of industries using discounted cash flow methodologies.
- Evaluated current market trends to develop forecasts that informed decisions related to client investments.
- Researched industry specific regulations related to client activities and ensured compliance with applicable laws.
- Identified cost savings opportunities through process improvement initiatives or restructuring activities.
- Provided guidance and training to junior staff members in areas such as financial modeling techniques or best practices for conducting due diligence processes.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Provided ethical, objective and holistic financial planning advice to clients.
- Implemented financial plans and strategies specifically tailored to client's financial goals.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Education
Bachelor of Arts - Business Economics
LaGuardia Community College of The City University of New York
Long Island City, NY01.2009
Skills
- Making Insurance Decisions
- Banking
- Risk Assessment
- Business Development
- Budget Compliance
- Reporting
- Sales expertise
- Investment advice
- Financial planning
- Loans
- Financial Advising
- Cash Handling
- Financial services
- Relationship building and management
- Wealth Management
- Retirement needs
Certification
- Sales and Client Services certificate via LGA college [Retail Action Project]
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.
John Cage
Timeline
Senior Financial Consultant
Strategic Consulting
09.2018 - Current
Bachelor of Arts - Business Economics
LaGuardia Community College of The City University of New York
Similar Profiles
Karimah SeniorKarimah Senior
Financial Sales Consultant at Strategic ConsultingFinancial Sales Consultant at Strategic Consulting
Yolanda FeltonYolanda Felton
Quality Assurance Specialist at Strategic ConsultingQuality Assurance Specialist at Strategic Consulting
AJ ZakenAJ Zaken
Senior Financial Consultant at Strategic ConsultingSenior Financial Consultant at Strategic Consulting
Anthonio CompasAnthonio Compas
Sales Associate at Rite AidSales Associate at Rite Aid
Kimberly T. HuttonKimberly T. Hutton
Sr. Manager, D2C Merchandising Lead - LUXE Division at L'OréalSr. Manager, D2C Merchandising Lead - LUXE Division at L'Oréal