AHARON MODLIN
Austin,TX
Summary
Highly motivated, detail oriented, team driven individual with a career focus in asset management and alternative investments. Proven track record of asset management sales. Economics Degree and Masters in Applied Finance from Pepperdine University.
Overview
2
2
years of professional experience
1
1
Certification
Work History
INTERNAL SALES ANALYST
PIMCO
03.2022 - 03.2023
INTERNAL SALES ASSOCIATE
PIMCO
03.2023 - Current
- Partnered with Account Manager to uncover and penetrate advisor opportunities
- Cultivated relationships with 600+ financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as limited in-person territory meetings
- Took a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match PIMCO solutions to their needs
- Utilized sales techniques and strategies to build client relationships and close sales
- Maintained in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies of partner firms
- Portfolio Composition: Optimized allocations using risk factor analysis and fund statistics.
Education
MS APPLIED FINANCE -
Pepperdine University
Malibu, CA08.2021
Bachelor of Arts - Economics
Pepperdine University
Malibu, CA04.2020
High School Diploma -
Woodbridge High School
Irvine, CA05.2016
Skills
- Portfolio Construction
- Fixed Income Knowledge
- Alternative Investments
- Time Management
- Leadership
- Technical Analysis
- Sales
Certification
- Securities Industry Essentials, 04/01/22
- Series 7-General Securities Representative, 05/01/22
- Series 63-Uniform Securities Agent State Law, 05/01/22
- CAIA Level 2, 05/08/24
Extracurricular Activities
Collegiate Division 1 Baseball, Pepperdine University, Malibu, CA
Timeline
INTERNAL SALES ASSOCIATE
PIMCO
03.2023 - Current
INTERNAL SALES ANALYST
PIMCO
03.2022 - 03.2023
MS APPLIED FINANCE -
Pepperdine University
Bachelor of Arts - Economics
Pepperdine University
High School Diploma -
Woodbridge High School
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