Mark Raghunandan
New Hyde Park,NY
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Merrill Lynch
01.2019 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Relationship Banker
JP Morgan Chase
01.2016 - 12.2019
- Cultivated strong customer relationships by providing tailored advice and services.
- Implemented strategies to increase customer retention, enabling investment growth.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Education
Bachelor of Science - Finance
Long Island University
Greenvale, NY05.2019
Skills
- Stock Market Understanding
- Pipeline Management
- Retirement Needs
- Trend Analysis Expertise
- Investment Planning
- Wealth Management
Accomplishments
Bank Of America Valiant Award (Top 1%)
Pinnacle Diamond Award (Top 1%)
Certification
- SIE
- Series 6
- Series 7
- Series 66
- CRPC
Timeline
Financial Advisor
Merrill Lynch
01.2019 - Current
Relationship Banker
JP Morgan Chase
01.2016 - 12.2019
Bachelor of Science - Finance
Long Island University
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