TASHAE EDWARDS
Edison,NJ
Summary
Results-driven financial professional with extensive experience in risk assessment, financial analysis, and client relationship management. Seeking to leverage my strong analytical skills, industry knowledge, and customer-focused approach to excel in a high-level underwriting position. Known for meticulous attention to detail, data-driven decision making, and the ability to evaluate complex financial situations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Agency Growth Specialist
Family First Tri-State
09.2023 - Current
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Conducted thorough research to identify trends and inform decision-making for business growth initiatives.
- Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
- Championed the adoption of new software tools that streamlined workflows across multiple departments.
- Led successful sales presentations to prospective clients, resulting in increased partnerships and collaboration opportunities.
- Managed budgets effectively, consistently staying within financial constraints while maximizing resource allocation for optimal results.
- Increased sales revenue with targeted marketing campaigns and strategic product positioning.
- Generated reports detailing findings and recommendations.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Conducted regular reviews of operations and identified areas for improvement.
- Evaluated staff performance and provided coaching to address inefficiencies.
Financial Advisor
Merrill Lynch
02.2022 - 09.2023
- Conduct comprehensive risk assessments and financial analyses for diverse client portfolios
- Evaluate clients' financial status, risk tolerance, and investment objectives to develop tailored financial plans
- Ensure strict adherence to compliance regulations and industry standards
- Successfully passed the Series 7 exam, demonstrating in-depth knowledge of securities and market operations.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Financial Advisor
Equitable
11.2020 - 02.2022
- Analyzed financial data and market trends to assess risk and identify investment opportunities
- Developed and presented detailed financial plans to high-net-worth clients, including attorneys and business owners
- Maintained a robust client base through proactive relationship management and periodic financial reviews
- Utilized strong analytical skills to interpret complex financial information and make sound recommendations.
Merger/Acquisition Associate
Adecco
01.2019 - 11.2021
- Conducted due diligence and financial analysis for potential mergers and acquisitions
- Evaluated financial risks and opportunities associated with corporate transactions
- Prepared comprehensive reports on company financials, market position, and growth potential
- Collaborated with cross-functional teams to ensure smooth execution of M&A processes.
Auction Buyer
Copart
01.2016 - 12.2018
- Analyzed market trends and historical data to make informed purchasing decisions
- Conducted risk assessments on potential purchases to maximize profitability
- Negotiated terms with suppliers, demonstrating strong communication and analytical skills
- Managed and trained sales staff, developing their analytical and decision-making capabilities.
Education
Bachelor of Science in Business Management -
Vaughn College of Aeronautics and Technology
East Elmhurst, NY04.2019
Skills
- Risk Assessment & Mitigation
- Financial Analysis & Reporting
- Underwriting Principles
- Regulatory Compliance
- Client Relationship Management
- Market Trend Analysis
- Data Interpretation
- Decision Making Under Uncertainty
- Proficient in financial modeling and risk assessment software
- Advanced Excel skills for data analysis and financial projections
- Familiar with underwriting systems and credit management tools
- Adaptability
Certification
- Life, Accident, and Health License
- Securities Industry Essentials (SIE)
- Series 6 License
- Series 63 License
- Series 7 License
Hobbies
Archery: Passionate practitioner of Olympic recurve archery, competing in local tournaments and continuously honing precision and focus skills that translate to professional life.
Timeline
Agency Growth Specialist
Family First Tri-State
09.2023 - Current
Financial Advisor
Merrill Lynch
02.2022 - 09.2023
Financial Advisor
Equitable
11.2020 - 02.2022
Merger/Acquisition Associate
Adecco
01.2019 - 11.2021
Auction Buyer
Copart
01.2016 - 12.2018
Bachelor of Science in Business Management -
Vaughn College of Aeronautics and Technology
- Life, Accident, and Health License
- Securities Industry Essentials (SIE)
- Series 6 License
- Series 63 License
- Series 7 License
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