Customer Service Management

Neshat Rowhani

Equity Trader at Self Employed- Neshat Rowhani

*******@*****.***

Summary

I have a background in financial services including trading, operations, account approval, compliance and

customer service.

Experience

Equity Trader at Self employed- Neshat Rowhani

December 2009 - Present (3 years 6 months)

Research equities, follow charts, earnings and price movements.

Support Specialist at SurveyMonkey

July 2004 - May 2008 (3 years 11 months)

Provide technical support, assist with product improvements and testing, train new employees. Reconcile

billing discrepancies and demonstrate product to customers.

New Account Representative at LPL Financial

June 2000 - June 2004 (4 years 1 month)

Approve and open new financial accounts. Provide clients with account information and market news.

Approve margin and test new software product to clients before release. Lead department in policies and

procedures of industry.

Courses

Bachelor of Science (BS), Kinesiology and Exercise

Science

UW-Milwaukee

Economics

Projects

Advisory Fee Calculator

January 2004 to May 2004

Members:Neshat Rowhani, Stella Garcia, Kathy Soumontha, Kathy Collins, Vonda Shephard, Crystal Ramsey,

Stacey Dye, Blythe Davis

Created a program for New Accounts department where Advisor commissions and fees were calculated

eliminating need to calculate for each trade a credit client of Advisor due.

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Skills & Expertise

Securities

Mutual Funds

Series 63

Retirement

Equities

Investments

Wealth Management

IRAs

Bloomberg

Series 7

Customer Service

Training

Trading

Margin

Document Management

Account Reconciliation

Bill Payment

System Testing

Education

UW-Milwaukee

Bachelor of Science (BS), Kinesiology and Exercise Science

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Neshat Rowhani

Equity Trader at Self Employed- Neshat Rowhani

*******@*****.***

Contact Neshat on LinkedIn

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Contact this candidate