Michele Simone
Ocala,FL
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. An analytical professional with 10+ years of experience in investment services and financial analysis. Skilled in managing client relationships, providing market insights, and supporting investment strategies. Recognized for taking a proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
15
15
years of professional experience
Work History
Investment Service Manager
Zinnia Wealth Management
07.2021 - Current
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Monitored, managed and developed investment portfolios.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Met with customers to discuss service needs and offer available solutions.
Senior Financial Analyst
Ayco, A Goldman Sachs
10.2009 - 04.2021
- Assisted clients with financial planning to meet financial goals.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Reviewed statistical information to determine financial trends for use in investment planning.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Developed financial projections and forecasts to guide investment decisions.
Education
Bachelor of Science - Elementary Education
SUNY College At Plattsburgh
Plattsburgh, NYSkills
- Investment Analysis & Reporting
- Client Relationship Management
- Financial Modeling & Forecasting
- Portfolio Management Support
- Market Research & Trend Analysis
- Asset Allocation & Risk Assessment
- Data Analysis & Reporting Software (eg, Excel, Morningstar)
- Regulatory Compliance & Financial Regulations
- Effective Communication & Presentation Skills
- Problem-Solving & Critical Thinking
Accomplishments
- Supervised team of 5 staff members.
- Used Microsoft Excel to develop investment tracking spreadsheets.
- Grew customer base 47% and deposits by $40,000,000 in 2024.
Timeline
Investment Service Manager
Zinnia Wealth Management
07.2021 - Current
Senior Financial Analyst
Ayco, A Goldman Sachs
10.2009 - 04.2021
Bachelor of Science - Elementary Education
SUNY College At Plattsburgh
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