Md. Imam Salam

718-***-****(H) or 347-***-****(Cell)

*** ** **** ******, ******, NY 11368

E Mail:acgh6i@r.postjobfree.com

Career Objective Looking for a career opportunity as a Financial Advisor with TD Bank, USA with preferred

:

location in NYC.

Education:

1987 Obtained MBA in Finance from Oklahoma City University, Oklahoma, USA.

1977 Obtained MA in from University of Rajshahi, Bangladesh.

Professional Certifications:

Licenses: NY State Life, Health, and Accidental.

NASD Series: 6, 7, 63 & 66.

Experiences:

Financial Advisor/Vice President,

J.P. Morgan Chase wealth Management.

71 41 Main Street, Flushing, NY 11367, USA.

Feb.24, 2014 to date.

This is a relationship based position geared to establish and create a permanent long term relationship with the

wealthy clients to meet their immediate and future financial goals. Tools used in this capacity is to do customized

financial analysis for the clients based on JP Morgan’s forward looking macro economics outlook, gap analysis,

and bridging the gaps with appropriate recommendations and asset allocations as well as periodic monitoring

portfolio performance.

In order to achieve those objectives I do recommend and offer various qualified ( meeting ERISA guideline ) and

non qualified plans under managed money, MF, EFT, and Annuity based investment platform. In addition to these

activities, I do reach out to my existing clients for their account review and keep them abreast on market volatility

and impact on their investments.

Finally, coaching and mentoring licensed bank partners and attending weekly hurdles are regular part of normal routine.

Financial Consultant / Vice President.

Santander Investments Services, LLC.

89-01 Northern Boulevard,

Jackson Heights, NY 11367, USA.

June 15, 2012- Feb 21, 2014

Responsibilities:

This was a transactional based position gearing to set up appointments with the clients to do financial analysis on client’s existing

portfolios to determine if these portfolios were meeting client’s goals and objectives. Periodically recommended changes (1035

exchange) to these portfolios, if necessary added new products like: fixed and variable annuities, mutual fund, insurance products,

etc. to meet client’s ever changing needs. Periodically inviting the client back to my office to do account review and make

necessary adjustment as necessary.

Financial Advisor

MetLife Securities

50 Charles Lindberg Blvd, Suite # 600, Uniondale, NY 11553, USA

Aug10, 2009 - June, 2012

Responsibilities:

As an institutional Advisor for NY City University System I have had the opportunity to set up 403b plan ( TDA )

plan for staff and faculty members. Also I had set up non qualified deferred annuity investment, DI, and LTC

insurance programs. Apart from being institutional advising, I have had large client base for whom I had set up

traditional IRA, Roth IRA, SEP IRA, and Simple IRA. As an advisor I have run clients financial need analysis,

advising various methods of risk management (Insurance), helping clients to set up other non qualified plan

including investment in MF, MUNI and corporate debt securities, VA, etc. I have also helped clients with their roll

over from 401K/403b to IRA plan. Finally establishing education plans ( 529 ) for the school going children was

part of my daily work routine.

General Manager

Duane Reade Pharmacy,

440 8th Avenue, NYC, NY 11101, USA.

Sept.1995 Sept 2007

(Also 1988 1992).

Responsibilities:

Executed weekly and monthly sales promotions. Maintained optimum inventory (DC & DSD) to support sales

goals. Analyzed variance reports on sales and labor use. Tracked inventory turnover. Arranged periodic

associate meetings to update associates about the corporate customer service and shrink tolerance standard.

Launched and re energize Duane Reade Dollar Reward Club Card Program. Recruited and trained bright

candidates for different areas of store operations. Finally, built a winning team based on the Customer first

doctrine.

Duane Reade Corporation.

District Manager

July ’94 – Sept. ’95

Responsibilities:

Overall responsibility for the profitability of the district. Prepared ales & labor budget for the districts.

Analyzed variance reports on sales, labor use and shrinkage. Monitored weekly sales indicators,

and implemented control mechanism to align outlays with productivity. Reviewed and reinforced

operational disciplines. Monitored competitor’s strategy and devised counter strategies. Recruited

and trained management staff and trained them to be successful operator providing outstanding

customer service.

Iman & Iman Accounting Services.

Assistant Accountant,

Brampton, Ontario, Canada.

Sept’ 92 – July ’94

Responsibilities:

Maintained accounts receivable & accounts payable reports. Did journal entries and Bank

reconciliations. Prepared financial statements for the clients. Also prepared personal and business

taxes.

Fisons Pharmaceutical, UK, Ltd.

Assistant Cost Accountant

Nov ’77 – Feb ‘84

Responsibilities:

Cost ascertainment on raw materials and packing materials using landed cost calculation method. Allocated

cost elements to the production centers through WIP. Computed unit cost of finished products as well cost of

goods sold. Prepared and analyzed variances on productions, sales, and material consumptions. Also

conducted physical inventory audit in raw material, packing materials, and finished goods stock rooms.

Computer Skills: MS Office 2007, JDA Inventory Management System, AccPac Accounting System.

Lotus123, MS. Word Perfect. Also able to work with Operating system like DOS, MS Office 2003, Window

Vista, etc.

Reference: Will be provided as necessary.

Contact this candidate