Patrick Trabulsi
New York,NY
Summary
Dynamic and results-oriented finance professional with over 3 years of experience in the industry, specializing in client-facing roles with retail and institutional investors. With more than 2 years of expertise in building and maintaining relationships with high-net-worth individuals, I have consistently demonstrated my ability to provide exceptional financial services and connect clients with wealth management professionals. My career is marked by a proven track record of fostering long-lasting relationships with prominent financial advisors and seasoned traders.
An effective communicator with a talent for simplifying complex financial concepts, I pride myself on my ability to articulate solutions clearly to clients and financial representatives alike. My strong organizational and multitasking skills, combined with my commitment to staying current on industry trends, make me a valuable asset in the financial services sector. I am also proactive in resolving technical and trading issues to ensure an optimal client experience.
Driven by a deep passion for learning and building meaningful relationships, I am dedicated to helping clients achieve their financial goals.
I have a strong passion for baseball and running, and exploring the energy and renewables sector in addition to all things fixed income. Alongside my commitment to wealth management, I also focus on deepening my understanding of Japanese culture. This cultural insight not only enriches my personal life but also enhances my approach to financial services, helping me to connect with clients on a more meaningful level and incorporate diverse perspectives into my work.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Fixed Income Investment Solutions Specialist
Morgan Stanley
1585 Broadway, New York, New York
09.2023 - Current
- Execute fixed income trades for clients, ensuring optimal outcomes through collaboration with the Fixed Income Trading team.
- Serve as a resource for Morgan Stanley Advisors, providing them with high-net-worth client references to support their business growth.
- Resolve client issues promptly to maintain high levels of customer satisfaction.
- collaborated closely with Fixed Income traders to ensure best execution of complex bond trades, addressing any real-time issues efficiently.
- Mentor and train new representatives in the Fixed Income Investment Solutions team.
Fixed Income Investment Specialist
E*trade From Morgan Stanley
Jersey City, NJ
11.2022 - 09.2023
- Responded to fixed income inquiries from E*TRADE and Morgan Stanley clients, providing expert guidance and support.
- Placed fixed income orders for clients, ensuring accuracy and compliance with industry standards.
- Facilitated seamless transitions for high-net-worth clients from E*TRADE to Morgan Stanley by providing strategic referrals.
- Collaborated closely with Fixed Income traders to ensure best execution of bond trades, addressing any real-time issues efficiently.
Account Executive
National Securities Corporation
New York
05.2020 - 04.2021
- Successfully managed a portfolio of personally opened accounts.
- Identified and engaged prospective clients through strategic cold calling and networking, expanding the firm's client base.
- Assisted in private placement deals for accredited retail clients, including high-profile opportunities.
- Provided personalized financial advice and recommendations, leveraging in-depth knowledge and judgment.
- Developed and distributed educational materials on recommended investments to enhance client understanding and engagement.
Crude Oil Tanker Operations Intern
Poten & Partners
New York, NY
05.2018 - 07.2018
- Assisted in vessel operations, creating detailed fixture reports and coordinating with international port and shipping terminal agents.
- Conducted research and produced reports on over 200 potential exploration and production clients in the Midland and Bakken regions.
- Supported the brokerage team with daily tasks and market reports.
Digital Marketing Intern
Moroccanoil
New York, NY
05.2016 - 07.2016
- Developed and distributed targeted weekly marketing emails, significantly increasing client engagement for Moroccanoil’s product line.
- Played a key role in the creation and translation of Moroccanoil’s international websites, ensuring cultural and linguistic accuracy across global markets.
- Conducted in-depth product performance analysis using Google Analytics and independent research, providing actionable insights to drive marketing strategy.
- Collaborated with the Research and Development and Social Media teams to align product development and online presence with market trends.
Education
High School -
Birch Wathen Lenox
New York05.2015
Bachelor Of Applied Arts And Science - Anthropology
Franklin And Marshall College
Lancaster, PA12.2019
Skills
- Salesforce CRM
- Pricing Quotes
- Sales
- Customer Relationship Management
- Mentoring
- Conversant in Japanese
- Cold Calling
- Web Design and Basic Coding
- Tradeweb
- Excel
Languages
Japanese
Limited Working
Certification
SIE License
Series 7 License
Series 63 License
Timeline
Fixed Income Investment Solutions Specialist
Morgan Stanley
09.2023 - Current
Fixed Income Investment Specialist
E*trade From Morgan Stanley
11.2022 - 09.2023
Account Executive
National Securities Corporation
05.2020 - 04.2021
Crude Oil Tanker Operations Intern
Poten & Partners
05.2018 - 07.2018
Digital Marketing Intern
Moroccanoil
05.2016 - 07.2016
High School -
Birch Wathen Lenox
Bachelor Of Applied Arts And Science - Anthropology
Franklin And Marshall College