Lasha Mchedlidze
Queens,New York
Overview
4
4
years of professional experience
1
1
Certificate
Work History
Wealth Management Associate
Morgan Stanley
03.2022 - Current
- Optimized sales opportunities for the Virtual Engagement Program and provided a subscription based consulting service.
- Developed and Implemented innovative strategies resulting in increase in assets under management.
- Leveraged analytic tools to Identify new asset opportunities within wealth managers book of business.
- Created client/prospect communication to bring in new prospects and target opportunities within wealth managers book of business.
SECURITY ANALYST INTERN
M.D. Sass
01.2021 - 06.2021
- Team received 1st place in an equity research competition with 15 other teams.
- Forecasted cashflows, industry analysis, created financial models, and presented valuation reports.
- Created innovative strategies to monitor, analyze, and forecast operational data trends.
BRANCH REPRESENTATIVE
Currency Exchange International
01.2020 - 05.2020
- Established trust and optimized sales opportunities resulting in quality customer service.
Education
BBA - Finance
Brooklyn College of The City University of New York
Brooklyn, NY12.2021
Skills
- Salesforce CRM
- Aladdin
- Financial Modeling
- Data Analysis
- Digital Marketing
- Communication
- Sales
- Trilingual
Timeline
Wealth Management Associate
Morgan Stanley
03.2022 - Current
SECURITY ANALYST INTERN
M.D. Sass
01.2021 - 06.2021
BRANCH REPRESENTATIVE
Currency Exchange International
01.2020 - 05.2020
BBA - Finance
Brooklyn College of The City University of New York
Certification
Series 7
Series 63