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.