Sales Customer Service

MANUEL ABIN

***** ****** *** ***** ***********, MN 55438

Cell: 908-***-**** Email; *****.****@*****.***

EDUCATION

Saint Peter's College Jersey City, NJ

Bachelor of Science, Business Management

Concentration in Finance and Economics

EXPERIENCE

PIPER JAFFRAY

Minneapolis, MN

FIXED INCOME INSTITUTIONAL SALES

May10-Present

. Direct contact for multiple institutional accounts, playing critical

role in maintaining and bolstering key institutional relationships.

. Marketed muncipals, corporates, agencies, mortgage backed securities and

structured products to institutions, including hedge funds and money

managers.

. Effectively utilized extensive knowledge of taxable and tax free bond

markets and generated client focused ideas to improve performance of

client portfolios

. Worked with trading desks traders in executing trades for institutional

clients

. Meet and exceeded revenue and sales goals within given territory

. Traveled to specific locations to enhance branding of Piper Jaffrey

products

RIVERSOURCE/SELIGMAN INVESTMENTS NY&Minneapolis, MN

HYBRID WHOLESALER Oct07-

May10

. Develop and maintain relationships with Financial Advisors from top

investment firms in territory to develop asset allocation strategies for

their clients via company's products and to identify new sales

opportunities

. Attend and speak at conferences, dinners, and branches on mutual funds

and separately managed accounts

. Worked with Regional Manager to develop and implement a business plan and

sales strategy to increase sales in territory

. Present product comparisons utilizing Investment View, presenting

complimentary funds to fit Financial Advisors' current fund choices

. Create and implement value added call and email campaigns to increase

relationships and fund loyalty

. Constructed an email database to ensure proper and timely dissemination

of fund information, new products, and promotions

MORGAN STANLEY New York, NY

WEALTH MANAGEMENT GROUP

June 07- Oct07

. Built a client base of high net worth individuals

. Maintained and managed long term client relationships

. Provided clients with a high level of individualized customer service,

full service brokerage services and investment strategies consistent with

their individual financial goals and needs

. Utilized excellent problem solving, networking, communication,

interpersonal and organizational skills

MERRILL LYNCH. PRIVATE CLIENT GROUP. New

York, NY

POA FINANCIAL ADVISOR June 06-

June 07

. Formulated and conducted marketing strategies to develop and enhance

client relationships

. Analyzed and determined clients' financial resources, needs and

objectives

. Formulated strategies to meet client objectives

. Advised clients on financial strategies and financial products

. Implemented solutions agreed to by clients.

. Advised clients on appropriate financial transactions, including the

purchase and sale of financial products

. Reviewed progress towards different clients' goals & objectives.

SKILLS SUMMARY

Computer/Office: Proficient in Microsoft Word, Excel, PowerPoint, and

Access.

Language: Bilingual-Fluent in Spanish and English (written and spoken)

Licenses: Series 7, 66, and 31

Proficent in Bloomberg, Bonddesk, and CDARS

Contact this candidate