Summary
Overview
Work History
Education
Skills
Timeline
Generic

Scott swezey

middle island

Summary

Detail-oriented portfolio manager skilled in client communication and data analysis. Proficient in managing high-value transactions and aligning investment strategies with client goals.

Overview

3
3
years of professional experience

Work History

Portfolio Manager

Empire
Middle Island
05.2024 - 01.2026
  • Managed high-value client transactions involving thousands of dollars over the phone, ensuring accuracy, security, and compliance at all times. Built strong client trust through clear communication while assisting with precious metals portfolio management, including buying, selling, and reallocating gold and silver holdings based on client goals and market conditions.
  • Managed investment portfolios to align with client financial goals.
  • Analyzed sales data to identify trends and adjust strategies accordingly.

Associate

Samsclub.com Fulfillment Center
Medford
05.2023 - 06.2023
  • Operated warehouse equipment to efficiently process customer orders.
  • Managed inventory levels to ensure product availability for fulfillment.

Education

Associate of Science - Business Administration

Suffolk Community College
Selden
05-2026

Skills

  • Client relationship management
  • Investment analysis
  • Financial reporting
  • Data-driven decision making
  • Project management
  • Market research

Timeline

Portfolio Manager

Empire
05.2024 - 01.2026

Associate

Samsclub.com Fulfillment Center
05.2023 - 06.2023

Associate of Science - Business Administration

Suffolk Community College
Scott swezey