Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Nadia Sadegh

Burlingame,CA

Summary

Results-oriented financial professional with a strong focus on portfolio management and client service. Proven ability to perform daily portfolio management tasks, including liquidity management, rebalancing, diversification, and client activity. Skilled in risk and performance monitoring, ensuring portfolios adhere to investment guidelines and performance benchmarks. Collaborate with global teams to identify and implement process improvements, enhancing efficiency and mitigating risk. Passionate about delivering exceptional client service and continuous learning about the finance world.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Services Representative

New York Life & NYLIFE Securities
05.2022 - 10.2024
  • Ensured portfolios are constructed and managed in accordance with investment guidelines and performance benchmarks.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of investments.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Worked with seasonal advisors to create and manage index portfolios, evaluate risk models and asset allocation strategies including target date funds.
  • Hosted seminars for groups of individuals such as small business owners to educate on topics such as retirement planning (sequence of return risk), diversification and tax reduction strategies.
  • Conducted quarterly reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.


Head Sales and Finance

Peninsula Eye Physicians
03.2020 - 04.2022
  • Collaborated with cross-functional teams to develop innovative products that met customer needs and drove business growth.
  • Increased sales revenue by implementing strategic marketing campaigns and fostering strong client relationships.
  • Developed creative presentations, trend reports, kitted assets, and product data sheets.
  • Managed budget allocation and resource utilization to maximize marketing ROI.
  • Provided doctors with financial performance data to inform resource allocation decisions.

Finance Manager

Super Motors
05.2019 - 02.2020
  • Developed comprehensive financial reports for executive decision-making support.
  • Negotiated favorable terms with used car vendors, resulting in significant cost savings for the company.
  • Developed strategic plans for day-to-day financial operations.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on money management.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.

Education

BBA - Finance Economics

San Francisco State University
San Francisco, CA

Skills

  • Technically proficient in solutions related to portfolio management and data analytics
  • Knowledge of portfolio management, risk models, asset allocation, combined with a strong passion for investing and continuous learning
  • Strong multitasking and prioritization skills in a fast-paced environment
  • Excellent communication, teamwork, and interpersonal skills
  • Detail-oriented process improvement advocate

Certification

  • Life & Health
  • SIE
  • Actively pursuing series 66 and 7

Languages

Persian
Native or Bilingual

Timeline

Financial Services Representative

New York Life & NYLIFE Securities
05.2022 - 10.2024

Head Sales and Finance

Peninsula Eye Physicians
03.2020 - 04.2022

Finance Manager

Super Motors
05.2019 - 02.2020

BBA - Finance Economics

San Francisco State University

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Nadia Sadegh