Samee Dokovic
Summary
Wealth Management Associate with extensive experience at Morgan Stanley. Demonstrated expertise in market research, sales support, and client relationship management, particularly with Fortune 500 companies. Proficient in cold-calling and data analysis to assist financial advisors. Holds a Business Administration degree from California State University, Fullerton, ready to contribute to a progressive financial organization.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Team Administrator
Morgan Stanley
Long Beach
11.2024 - Current
- Supported senior financial advisors by coordinating schedules with potential clients.
- Introduced clients to the team's wealth management and retirement planning strategies.
- Assisted in preparing detailed reports and presentations for client meetings.
- Fostered strong relationships with clients, ensuring high levels of satisfaction and retention.
- Contributed to team goals by maintaining a proactive approach in addressing client inquiries and requests.
Wealth Management Intern
Morgan Stanley
Long Beach
03.2024 - 11.2024
- Gained Industry & Organizational Knowledge through Daily Business Interactions
- Cold-Calling over 300+ Leads from Fortune 500 Companies
- Provide Marketing & Sales Support to Branches & their Teams
- Perform Market Research on over 200+ Potential Clients Daily
Education
Bachelor of Arts - Finance
California State University Fullerton
Fullerton, CASkills
- Financial modeling and analysis
- Multitasking skills
- Microsoft Office proficiency
- Effective communication
- Cold calling techniques
Certification
- Series 7 - 10/24
- Series 66 - 11/24
- Securities Industry Examination (SIE), 09/23
Languages
Albanian, Native speaker
Affiliations
- Soccer, Movies, Stock Trading, Weightlifting, Traveling
Timeline
Team Administrator
Morgan Stanley
11.2024 - Current
Wealth Management Intern
Morgan Stanley
03.2024 - 11.2024
Bachelor of Arts - Finance
California State University Fullerton