Kwasi Adutwum
Pawtucket,RI
Summary
Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills. Talented Job Title offering Number years of experience in trend monitoring, market pricing and deal-making. Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial-representative
Fidelity
Smithfield, RI
10.2021 - 11.2023
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Sold Type, Type and Type products.
- Created accurate financial documents to present to senior leadership and minimize financial discrepancies.
- Handled incoming payments and outgoing disbursements.
- Improved networking procedures to increase sales by Number%.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Offered competitive commercial banking solutions and retail financing options.
- Completed trades on Type energy derivatives, increasing profits Number%.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Prepared contracts and related documentation according to strict standards.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients and finance companies to find optimal solutions for financing.
Education
Master Of Criminal Justice - Criminal Justice
University of Rhode Island
Kingston, RI05.2021
Skills
- Client Servicing
- Service Connections
- Service Referrals
- Payment Plans
- Partnership Management
- Change Orders
- Driving Growth
- Selling Techniques
- Financial Reviews
- Account Management
- Customer Transactions
- Microsoft Office
- Stock Trading
- Wire Transfer
- Product Recommendations
- Continuous Professional Development
- Finance Assessment
- Process Improvement
- Appointment Scheduling
- Derivatives Trading
- Commodities Pricing
- Short Selling
Certification
- Money movement, equity trading, mutual fund trading, margin, option Training -
- Licensed- Series 7, Series 63, SIE -
Languages
English
Full Professional
Timeline
Financial-representative
Fidelity
10.2021 - 11.2023
Master Of Criminal Justice - Criminal Justice
University of Rhode Island
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