Maria Oberto Basanta
Columbus,OH
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, goals based advice and investment recommendations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
JP Morgan Securities
Westerville, OH
03.2020 - Current
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Since the beginning of the role I have been the lead on inbound and outbound calls balancing quantity of contacts with quality and service to sales conversations.
- Contact: -Mark Kindberg mark.d.kindberg@jpmorgan.com
Registered Representative /Floor Lead
Morgan Stanley
Columbus, OH
08.2018 - 03.2020
- Educated executive employees from companies like Amazon and Alphabet about their equity compensation plans.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Conducted orientation sessions and organized on-the-job training for new hires.
- Alternated training methods to diversify instruction, strengthen learning opportunities and enhance program success.
- Monitored service capabilities and collaborated cross-functionally to meet needs and resolve escalated issues.
- Contact: -Frank Ofosu 6148163899
Children and Youth Commission Co Coordinator
Continental Network Of Indigenous Women Americas
Maracaibo, Venezuela
01.2010 - 01.2017
- Articulate local and national level indigenous youth organizations of the continent, making them visible and capable of influencing decision making processes in the defense of their rights
- Responsibilities: Content creation for international workshops, Design and implement ground level projects managing grants and monitoring progress, build strong community relationships with leaders, partner with Government offices, NGO's and UN Agencies such as UNICEF and UN Women to execute joint programs and events
- Contact: -Noeli Pocaterra - Congresswoman of Venezuela +5804129977874
- Tarcila Rivera - ECMIA Continental Coordinator +51985292286
Education
Bachelor - Publicity and Public Relations
University of Zulia
Zulia, Venezuela2017
Skills
- Logical and critical thinking
- Excellent verbal and written communication
- Analytical thinking
- Financial plan development
- Financials analysis
- Investment opportunity Identification
- Project management
- Emotional Intelligence
Affiliations
- Member of Youth Committee - National Council of Indigenous Peoples of Venezuela (01/2005 - Present)
- International Alliance Committee Network- Wayuu Woman of Maracaibo (01/2005 - 03/2017)
- Coordinator of youth empowerment commission -Association of Indigenous Students of the Zulia University (09/2011 - 01/2016)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
SIE
Series 7
Series 66
Series 9
Currently studying for Series 10.
Timeline
Financial Advisor
JP Morgan Securities
03.2020 - Current
Registered Representative /Floor Lead
Morgan Stanley
08.2018 - 03.2020
Children and Youth Commission Co Coordinator
Continental Network Of Indigenous Women Americas
01.2010 - 01.2017
Bachelor - Publicity and Public Relations
University of Zulia