Mutual Fund Specialist
Morgan Stanley, Wealth Management
New York, NY
09.2001 - 01.2011
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Skilled at working independently and collaboratively in team environment.
- Self-motivated, with strong sense of personal responsibility.
- Managed time efficiently in order to complete all tasks within deadlines.
- Excellent communication skills, both verbal and written.