Shahd Hamed
Tinley Park,IL
Summary
Aspiring finance professional eager to apply learned finance experience and analytical skills in a dynamic forward-thinking organization. With 6+ years of customer service experience, currently seeking an opportunity to contribute to portfolio management and client relations while continuously learning and growing within the finance industry.
Overview
5
5
years of professional experience
Work History
Senior Investment Professional
J.P. Morgan Wealth Management
10.2024 - Current
- Educated clients on a range of investment instruments (e.g., equities, bonds, alternative investments) to enhance their understanding of their portfolios
- Assisted clients with liquidation requests and account maintenance on managed accounts
- Proactively identified client concerns or requirements and facilitated communication with relevant teams to resolve issues promptly, enhancing overall client satisfaction and ensuring a smooth experience
Licensed Investment Professional
J.P. Morgan Wealth Management
01.2024 - 10.2024
- Assisted clients and prospects with brokerage accounts and uncovered investment needs
- Created business efficiency by focusing on identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
- Educated clients on the differences between retirement accounts
Customer Experience Banker
Huntington National Bank
11.2022 - 01.2024
- Proactively identified opportunities to grow customer relationships through a disciplined sales process, customer follow-up program, outbound calling, and sourcing referrals from customers and partners
- Educated and referred customers to other areas of the bank to deepen relationships and build a strong partnership
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Pharmacy Technician
Walgreens Boots Alliance
09.2019 - 05.2021
- Performed scheduled medication pick-ups, verified the accuracy of stock, and filed inventory reports
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
Education
BBA - Business Administration/Management
University of Illinois At Chicago
Chicago, IL05.2024
Skills
- Client Relations
- Investment Experience
- Time Management Skills
- Critical thinking skills
- Excellent communication skills
- Investment strategies
- Proactive and self-motivated
- Strong interpersonal skills
References
Available upon request
Licenses
- SIE : Securities Industry Essentials
- Series 63: Uniform Securities Agent Law
- Series 7: General Securities Representative
Languages
Arabic
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Investment Professional
J.P. Morgan Wealth Management
10.2024 - Current
Licensed Investment Professional
J.P. Morgan Wealth Management
01.2024 - 10.2024
Customer Experience Banker
Huntington National Bank
11.2022 - 01.2024
Pharmacy Technician
Walgreens Boots Alliance
09.2019 - 05.2021
BBA - Business Administration/Management
University of Illinois At Chicago
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