MARCUS LESKO
Summary
Thorough Senior Analyst with over a 4-year background in Finance and Business. Excellent planning, organizational and communication skills. Self-reliant to perform analysis and make leadership recommendation. Talented in data modeling and client management. Proven success in maintaining high customer satisfaction and fostering productive client interactions. Adept at leveraging advanced knowledge of option and investment strategies, along with Series 7, Series 63, and SIE certifications.
Overview
4
4
years of professional experience
Work History
Client Onboarding-CIPPDD Senior Analyst
Goldman Sachs
01.2025 - Current
- Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.
- Led the onboarding process for 500+ institutional clients, ensuring compliance with regulatory requirements and minimizing risk exposure
- Resolved multiply system discrepancies, while improving operational efficiency and reducing processing delays
- Managed key client relationships across multiple business areas, including equities, private investments, and institutional banking, ensuring account setup.
- Collaborated with global teams to navigate complex financial regulations, successfully handling cases across U.S., Canada, UK, and Latin American
- Facilitated cross-functional collaboration between sales, compliance, and operations teams, improving communication and efficiency in
Licensed Stock Broker
Charles Schwab
12.2023 - 01.2025
- Executing buy and sells order on behalf of client
- Providing investment knowledge about markets and products
- Accurately assessing financial data and reports
- Analyze financial markets and research investments to determine potential opportunities
- Conducting financial transaction and movement of accounts for new or current clients
- Managed 40+ incoming calls and emails per day from high net worth clients
Estate Case Manager; Client Relationship Specialist
Charles Schwab
01.2022 - 12.2023
- Process complex documents such as Trust, Wills and Probate court documents
- Distributing wealth to high-network clients
- Effective and efficient resolution management of cases and a high volume of phone calls
- Knowledge of account opening and the different types of benefits for each account
- See through the client's eyes by effectively handling client interactions; active listening skills, empathy, clarifying, responding, and educating
- Enhanced client interaction strategies through analytical feedback
Electronic Trading Specialist Trainee
TD Ameritrade
10.2021 - 01.2022
- Communicated with TD Ameritrade clients while being efficient and professional
- Resolved client's needs regarding accounts, technology support, policies, and services
- Boosted client satisfaction by mastering ThinkorSwim and streamlining tech support
Education
Bachelor of Science - Business Administration
Wayne State University, Mike Ilitch School Of Business
Detroit, MI05.2022
Associate Degree - Business Administration
Henry Ford Community College
Dearborn, MI04.2020
Skills
- Ability to work under pressure
- Problem Solving
- Leadership
- Net Working
- Positive Mindset
- Portfolio valuation
Timeline
Client Onboarding-CIPPDD Senior Analyst
Goldman Sachs
01.2025 - Current
Licensed Stock Broker
Charles Schwab
12.2023 - 01.2025
Estate Case Manager; Client Relationship Specialist
Charles Schwab
01.2022 - 12.2023
Electronic Trading Specialist Trainee
TD Ameritrade
10.2021 - 01.2022
Bachelor of Science - Business Administration
Wayne State University, Mike Ilitch School Of Business
Associate Degree - Business Administration
Henry Ford Community College
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