Sales Customer Service
Resume:
Marjan Kamyar
**** ******* ***. #*** *** Angeles, CA, 90025
310-***-**** *********@*****.***
PROFESSIONAL EXPERIENCE
Oppenheimer & Co. Inc. Los Angeles, CA
Director, Branch Administration 2007 – Present
o Provide high level administrative support to the Branch Sales Manager.
o Coordinate the flow of communications and materials, construct financial reports, handle information requests, perform clerical tasks (print, email correspondence), meet and greet visitors, arrange conference calls, schedule meetings, and attend marketing events.
o Maintain the Branch Sales Manager’s calendar, arrange travel, and handle all confidential planning and recruiting matters.
o Coordinate and maintain systems and processes that support the effectiveness of the branch.
o Independently manage department in absence of branch executives, acting as a point of contact for all external and internal communications.
Morgan Stanley Santa Monica, CA
Associate Wealth Advisor 2001 – 2007
o Assisted in managing $300 million in assets for two Senior Vice Presidents.
o Executed all daily transactions, including the following:
Daily contact with OTC and Equity trading desks
Transactions specializing in Rule 144.
Equity Syndicate 2790 Rule.
o Created managed account contracts and generated performance reports.
o Conducted research and prepared individual proposals.
o Managed all administrative duties for advisors.
o Constructed consolidated performance reports for client meetings to the satisfaction of advisors.
o Recognized and addressed potential sales opportunities to Wealth Advisors.
TRF Investments, Inc. Santa Monica, CA
Senior Registered Sales Assistant 1999-2001
o Worked directly with the company President overlooking all company operations.
o Acted as a liaison between various brokerage firms ensuring that all trading activity was completed promptly and accurately.
o Resolved all questions regarding trades.
o Played a key role in resolving questionable trades.
o Ensured customer service and satisfaction at all times.
o Updated ADV and IARD.
Morgan Stanley Dean Witter Santa Monica, CA
Senior Registered Sales Assistant 1996-1999
o Interacted directly with clients; entered market orders; resolved problems related to statement and trade details; and executed wire and ACAT transfers.
o Analyzed various investment vehicles for the purpose of making investment recommendations.
o Trained new Sales Assistants and Financial Advisors.
Columbus Financial, Inc. 1994-1996
PaineWebber, Inc. 1993-1994
Kamkar Insurance Agency 1991-1993
Merrill Lynch 1989-1991
EDUCATION & SKILLS
Education: Tehran University, Associate Degree Business (1987)
Certificates: Series 7, 63, 66, 31, 9 &10; California Life and Health Insurance; Notary Public License in State of California
Technical Skills: S&P Equity Research tools, Value Line, Bloomberg, Money Guide Pro, Discovery Data Base, Advent (in process)
Computer Skills: Microsoft Windows Operating System; Microsoft Word, PowerPoint, Excel, Outlook. Adobe Photoshop.
Languages: English and Farsi.
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