Overview
Work History
Education
Skills
Timeline
Certification
Generic

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, NY
12.2021

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

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Lasha Mchedlidze