KHALID HEBA
Robbinsville,NJ
Overview
2026
2026
years of professional experience
Work History
Accounting Intern
Multiple Financial Services
- Performed tax returns using ProSeries software .
- Used excel to journalize financial transactions, examine financial records, and ensure financial sheets balance.
- Used software such as Sage 50 to handle client invoices.
- Communicated with clients to review financial options and address any concerns.
Senior Registered Representative
Bank Of America Merrill Lynch
06.2018 - 01.2020
- Series 7 & Series 66 Certified
- Provides client service assistance for employer sponsored retirement and equity incentive plans
- Executes customer transactions, including deposits, withdrawals, stop payments and account transfers
- Executes financial transactions: Stock sales, 401K distributions and fund transfers
- Conduct and analyze metrics in order to track and improve agent performance
- Mentor, train and develop junior level representatives
Financial Solutions Advisor
Merrill Edge
01.2020 - 05.2025
- Performed comprehensive portfolio reviews to optimize client relationships, assist with financial goals, and garner assets.
- Offered detailed, research-based advice on strategies to suit client needs.
- Preparing financial performance reports detailing wealth and retirement outlooks.
- Capitalize on referrals by delivering wide range of resources from Bank of America and Merrill Lynch.
- Provided comprehensive direction to new consolidated relationships within retail brokerage relationships.
Education
Associates - Business Administration
Mercer County Community College
Trenton, NJ2018
Bachelor of Science - Finance
The College Of New Jersey
Ewing, NJ2018
Skills
- Relationship building
- Risk management
- Strategic wealth planning
- Financial product knowledge including complex derivatives
- Customer engagement
- Series 7 & Series 66 Certification
- Proficiency in Microsoft Office
Timeline
Financial Solutions Advisor
Merrill Edge
01.2020 - 05.2025
Senior Registered Representative
Bank Of America Merrill Lynch
06.2018 - 01.2020
Bachelor of Science - Finance
The College Of New Jersey
Accounting Intern
Multiple Financial Services
Associates - Business Administration
Mercer County Community College