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Manager Sales Representative

Location:
Tyler, TX
Posted:
November 21, 2013

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Resume:

Sales Representative

Merrill Lynch ( Houston, TX

Portfolio 2011 2012

Manager

Mast Student Investment Round table (

Nacogdoches, TX

Administrative Management

o Supported the management in communicating with prospective clients by

offering assistance in preparing PowerPoint presentations and

scheduling major meetings

o Accomplished information management duties, such as transitioning and

updating contact systems from ACT to Sales Force Department

o Rendered assistance to Gregory and Roberts Group in their largest

recorded year

o Provided expert oversight to store's supplies and inventory

RESEARCH & ANALYSIS

o Assisted Investment Associate with macroeconomic & investment

research.

o Proficient in Microsoft Office

o Utilized technical analysis to study volume, momentum, volatility and

trends of equity positions.

o Performed fixed income analysis on Bloomberg terminal for Investment

Associate.

o Strategically weighted assets with a benchmark to beat the Standard &

Poors 500.

Leadership and Coordination

o Earned recognition from managers for demonstrating dedication and

leadership skills

o Effectively managed every shift of all staff

o Coordinated with potential clients while keeping them up-to-date

regarding the accounts, and offered other services

o Efficiently communicated and motivated colleagues in performing at

their best at work

Morgan Stanley Tyler, Texas

Manager, Bartender 2010-2012

Shack Nacogdoches, TX

Education

Series 7 Certified

BBA majoring in Finance ( Graduated May 2013

Stephen F. Austin State University, Nacogdoches, TX

Affiliations

o President/Alumni Representative, Phi Delta Theta Fraternity



Contact this candidate