Motivated professional with a proven track record of success in developing and maintaining relationships with clients and providing exceptional customer service. Skilled in analyzing market trends and developing strategic plans to maximize financial investments. Experienced in executing transactions and providing in-depth market analysis to clients. Highly organized and results-driven professional with experience in providing comprehensive client service to sophisticated financial institutions. Exceeds targets, utilizes consultative sales approach, and leverages technical expertise to build relationships with clients. Skilled in gathering data and identifying customer needs while providing effective solutions to meet goals. Experienced in navigating complex financial products, analyzing market data, and providing accurate reports.
Hi, I’m
Midardley Joseph
Lowell,MA
Summary
Overview
3
years of professional experience
1
Certification
Work History
Brown Brothers Harriman & Co
TRADE MANAGER
01.2023 - Current
Job overview
- Collaborated closely with customers, adjusting plans to satisfy client needs and requirements.
- Stayed up-to-date on securities marketplace trends and researched items in detail.
- Participated in regular meetings with management to assess and address issues and identify and implement improvements.
- Identified opportunities to enhance data integrity through database structure modifications.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
- Developed initiatives for process improvement and reviewed and assessed ongoing operations.
Fidelity InvestmentsMerrimack, NH
Investment Solutions Representative
11.2021 - 01.2023
Job overview
- Supported client with financial analysis, budget management and operational cost control.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Provided ethical, objective and holistic financial planning advice to clients.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Addressed non-compliance issues by requesting additional information from client and updating remediation records.
Bank Of AmericaBoston, MA
RELATIONSHIP BANKER US
11.2020 - 11.2021
Job overview
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
BayCoast BankNorth Dartmouth, MA
MARKETING RESEARCH
01.2020 - 05.2020
Job overview
- Used market research to develop action plans regarding product introductions, modifications and campaigns.
- Researched client industry and marketing trends while forecasting company and product needs.
- Used statistical software to log and evaluate data trends.
- Interpreted and presented data to company management using charts, graphs and spreadsheets.
- Tracked communications strategies, advertising campaigns and marketing approaches to measure successes and failures.
- Identified potential markets and market segments with desired customers and gaps for optimum product demand.
Education
University Of Massachusetts- DartmouthNorth Dartmouth, MA
BACHELOR OF SCIENCE from MARKETING COMPLETED
06.2020
University Overview
University Of Massachusetts-Dartmouth North Dartmouth, MA
BACHELOR OF ARTS from PSYCHOLOGY COMPLETED
06.2020
University Overview
Skills
- Trading Strategization
- Project Management
- Compliance Analysis
- Stock Market Terminology
- International Markets
- Systems Implementation
- Attention to Detail
- Decision Making
- Problem-Solving
- Needs Assessment
- Due Diligence
- Research and Data Analysis
- Financial Consulting
Languages
Haitian-Creole
Native/ Bilingual
French
Professional
Certification
- Licensed SIE - 2022
Timeline
TRADE MANAGER
Brown Brothers Harriman & Co
01.2023 - Current
Investment Solutions Representative
Fidelity Investments
11.2021 - 01.2023
RELATIONSHIP BANKER US
Bank Of America
11.2020 - 11.2021
MARKETING RESEARCH
BayCoast Bank
01.2020 - 05.2020
University Of Massachusetts- Dartmouth
BACHELOR OF SCIENCE from MARKETING COMPLETED
University Of Massachusetts-Dartmouth
BACHELOR OF ARTS from PSYCHOLOGY COMPLETED