Summary
Overview
Work History
Education
Accolades
Timeline
Generic

Samuel Cole Bieligk

Financial Associate
Baltimore,MD

Summary

Looking for a new and challenging position to help grow my career and expand my financial expertise. Passionate about increasing process and system efficiency, setting and meeting goals, and being a strong contributor in a team atmosphere. With experience as both a team lead and manager, I strive for an effective work flow through religious trial and error, honest feedback, and out-of-the-box thinking. Mastering my position, then working to enhance every procedure is a natural rhythm I bring to every opportunity.

Overview

9
9
years of professional experience

Work History

Fixed Income Associate

Morgan Stanley
Baltimore, United States
06.2018 - Current
  • Support Fixed Income Institutional & Retail Sales / Trading Desk in Client Support Group
  • Maintain and strengthen relationships with various investment banks, asset managers and financial advisors
  • Serve as Point of Contact for clients to reach out for assistance in resolving any problems that can occur post-execution of trades
  • Oversee global cross currency FX swings for EM market including MBONOs, Peruvian debt, and Hungarian bonds
  • Supervised team of 5 analysts to cover all fixed income trading operations for given client range.
  • Analyze / monitor live trade settlement and matching within DTC, FED, Euroclear, and Local market. This consist of MBSCC, GSCC, and RTTM
  • Utilize industry standard systems for confirmations and allocations. Able to proficiently navigate TradeWeb, MarketAxess, and ALERT
  • Revamp daily metrics with multi macro Excel sheets. Associates receives condensed reports of unmatched trades, volume, and any open fails

Mortgage Banker

Howard Bank
Reisterstown, MD
06.2017 - Current
  • Evaluated client financial positions and identified most appropriate banking products.
  • Knowledgeable with Conventional, FHA, and VA guidelines regarding mortgage refinancing and purchasing
  • Educate customers throughout entire mortgage process
  • Originate, review, process, close and administer customer loan proposals
  • Close and fund above average 4-5 loans per month
  • Researched new products, services, and current investor guidelines.
  • Consistently maintain 15% higher average in loan completion efficiency


Sales Manager

Elderlife Financial Services
Rockville, MD
01.2017 - 05.2017
  • Supervise weekly projects and implement team timelines for milestones and goals set by department
  • Assume ownership over team productivity and manage workflow to meet and surpass quality service goals
  • Meet with each associate to establish realistic monthly sales goals while training each member on operating procedures and company services
  • Investigate and resolve customer inquiries and complaints
  • Facilitate inter-departmental communication to effectively provide customer support and process efficiency
  • Achieved best company team average in sales, calls, and conversion of leads to sales, 30% higher than all other teams each month of tenure

Account Executive

Elderlife Financial Services
Rockville, MD
05.2016 - 05.2017
  • Create local partner outreach program and travel to businesses to promote company products and services
  • Implement new business strategies working directly with CEO and upper management
  • Prepare customized presentations for use by VP of business development assisting in acquiring new and profitable partnerships
  • Establish and maintain new and existing relationships through inside sales and daily follow-ups with 300 accounts across US
  • Work along side creative department to invent new and original collateral to distribute to national partners

Financial Consultant

Elderlife Financial Services
Rockville, MD
05.2015 - 05.2016
  • Field calls to assess customers' needs and advise on appropriate financial paths to achieve their desired goal
  • Regularly exceeded monthly sales goals, referrals, and conversion percentages by 25%
  • Train new hires, and provide daily consultations on possible customers and clients to help drive more successful business
  • Create more business transactions through building trusting client relationships and providing sound financial education of all available options

Coordinating Manager

Air Experts, Inc
Sykesville, MD
01.2013 - 01.2015
  • Organization of Clientele and Account Management
  • Manage, schedule, and coordinate operations for entire business
  • On and off field support for scheduling installations, maintenance, and estimates for new company business
  • Create and maintain social media accounts, resulting in a 10% increase in business transactions
  • Analyze, organize, and streamline departmental documents for appropriate distribution and filing
  • Obtain documents, clearances, certificates and approvals from local, state and federal agencies required for installations and home alterations

Education

Bachelor of Arts - Film and Media, Spanish

The University of Oklahoma
Norman, OK
2012

Accolades

  • Morgan Stanley Star Award- Client Service Excellence 2018,2019,2020
  • Morgan Stanley STP Award - Client Automation Initiative 2019, 2020
  • Howard Bank Top Salesman - Jan 2019

Timeline

Fixed Income Associate

Morgan Stanley
06.2018 - Current

Mortgage Banker

Howard Bank
06.2017 - Current

Sales Manager

Elderlife Financial Services
01.2017 - 05.2017

Account Executive

Elderlife Financial Services
05.2016 - 05.2017

Financial Consultant

Elderlife Financial Services
05.2015 - 05.2016

Coordinating Manager

Air Experts, Inc
01.2013 - 01.2015

Bachelor of Arts - Film and Media, Spanish

The University of Oklahoma

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Samuel Cole BieligkFinancial Associate