Zahra Metghalchi
Sr. Partner
New York,NY
Summary
Seasoned Senior Partner with excellent skills in managing conflict and prioritizing tasks. Adept at building and strengthening relationships with internal and external stakeholders. Strong networker with decisive leadership style. Accomplished Senior Partner with long career in Financial Services. Well-versed in all aspects of business, including marketing, networking and revenue generation. Prepared to bring Twenty years of experience and strategic leadership skills to a challenging new role.
Pleasant and cordial Partner gifted at connecting and empathy. Effective interacting with all types of personalities. Resourceful self-starter with four years of expertise working as a Partner for a fortune 500 company . Determined and experienced in Leadership and management.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
Work History
Senior Partner
New YOrk Life
New York, NY
08.2016 - Current
- Maintained open-door policy and responded to stakeholder concerns.
- Helped develop and implement promotional strategies to drive business to firm.
- Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace.
- Kept meticulous records of all correspondence with customers for future reference.
- Observed corporate rules and regulations and safety procedures.
- Spoke with peers to verify task completion, meeting tight deadlines and schedules.
- Worked with leadership to strategize and introduce office initiatives.
Financial Services Professional
New York Life & NYLIFE Securities
New York Life, NY
12.2003 - 08.2016
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Effectively used [Software] and [Software] to access customer details and databases.
- Trained and supported [Number] sales associates and cross-trained [Number] tellers to improve customer satisfaction by [Number]%.
- Consistently ranked in top [Number] for sales in district of over [Number] bankers.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with customers to understand needs and provide excellent service.
Education
Bachelor of Science - Liberal Arts
Fordham Marymount College
Tarrytown, NY 09.1985 - 05.1989
Skills
- Business Development
Timeline
Senior Partner
New YOrk Life
08.2016 - Current
Financial Services Professional
New York Life & NYLIFE Securities
12.2003 - 08.2016
Bachelor of Science - Liberal Arts
Fordham Marymount College
09.1985 - 05.1989
Similar Profiles
Cole EvansCole Evans
Financial Professional at New York LifeFinancial Professional at New York Life
Simone V. CompasSimone V. Compas
Partner at New York LifePartner at New York Life
Samira NabiSamira Nabi
Agent at NEW YORK LIFEAgent at NEW YORK LIFE
Alexa RusinovichAlexa Rusinovich
Long Term Disability Technical Coach at New York LifeLong Term Disability Technical Coach at New York Life
Joyce JohnsonJoyce Johnson
Office Aide at The Alex House ProjectOffice Aide at The Alex House Project