Sales Customer Service

KEVIN MINDELL

*** *. **** ******, ***.**B 917-***-****

New York, NY 10028 ************@*****.***

PROFESSIONAL SUMMARY

Financial Analyst Market Researcher Financial Advisor with over 10 years of combined experience within the banking and financial industry. Savvy in analyzing both US and European financial markets and applying extracted information to effectively and efficiently make investment decisions. Self-starter with exceptional work ethics, analytical skills, attention to details, and strong care for clients

EDUCATION

SELLINGER SCHOOL OF BUSINESS, LOYOLA UNIVERSITY, Baltimore, MD

Bachelor of Business Administration in Finance, 2006

PROFESSIONAL LICENSES

FINRA Series 7, 63, 65 Licenses; Series 10-55 (NY Life &Health Insurance License) Working toward CFA Level I, Enrolled in CQF (Certificate in Quantitative Finance) Program.

PROFESSIONAL EXPERIENCE

FAMILY OFFICE, LONDON, U.K. (Equity Analyst / Investment Consultant) 10/2014-04/2015

Performed extensive market research in U.S. Equities and Index Futures (on occasion, Commodity Futures) based on Technical and Fundamental Analysis for a U.K. Family Office.

Was responsible for research and analysis in Equities (Large-Cap, Mid-Cap) within S&P 500 index.

Identified new investment opportunities and made appropriate recommendations regarding US Equities Market exposure within a portfolio to a responsible portfolio manager.

SANTANDER BANK, NEW YORK, NY (Retail Investment Financial Consultant) 04/2014- 09/2014

Made appropriate investment/insurance recommendations to clients according to their needs and objectives.

Achieved and exceeded both individual and branch related sales and revenue goals as defined by management

Developed and executed quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.

Held frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.

INDEPENDENT INVESTMENT CONSULTING, NEW YORK, NY (Investment Consultant) 05/2013- 04/2014

Performed extensive market research in Equities, Futures, and Commodities based on Technical and Fundamental Analysis for some of my former clients.

Identified new investment opportunities for affluent investors after conducting secondary research, including finding information from industry associations, statisticians, and marketing experts.

FOUR POINTS CAPITAL PARTNERS, LLC., NEW YORK, NY (Broker-Dealer Agent) 11/2012- 05/2013

Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis through telemarketing, meetings, and referrals.

Marketed and promoted products offered by 4 Points Capital and Stern Agee (Equities, Bonds, Mutual Funds

Advised clients on insurance products and different types of investments based on their suitability

Constructed equity and fixed income portfolios, including international and domestic stocks and bonds

LEGEND SECURITIES, INC., NEW YORK, NY (Broker-Dealer Agent) 06/2011- 11/2011

Provided clients with appropriate investment advice regarding stocks and bonds markets based on their financial objectives and risk tolerance.

Serviced Legend Securities clients offering them different product and building relationship with them.

Developed and implemented winning strategies in US equity market, while managing systematic risk

BEL-INVEST BANK, BELARUS, EUROPE (Independent Consultant / Market Analyst) 02/2009-03/2011

Co-managed Institutional Investments Portfolio, consisting of US Equities and Bonds

Advised on trades in both US Equity and US Futures Markets, including ETFs, DJ and S&P 500 Futures making an average ROI of 6.76% per month (Annualized return 81.12%) with maximum drawdown of 12%

KEVIN MINDELL

201 E. 86th Street, Apt.13B 917-***-****

New York, NY 10028 ************@*****.***

Helped to decipher market trends by using Market Profile and Fibonacci Retracements Method in conjunction with other technical indicators (TICK, Market Breadth, Trading Volume, etc.)

JHPIEGO (John Hopkins University), BALTIMORE, MD (Financial Analyst) 02/2008-01/2009

Prepared, modified, and finalized Work Authorizations for JHPIEGO’s partners (Save the Children and AED)

Participated in budgeting of a $150 million project for core / field activities for African and Asian countries.

MORGAN STANLEY, BALTIMORE, MD (Foreign Exchange Analyst) 05/2006-10/2006

Dealt with more than 30 financial institutions and banks worldwide.

Netted with FX Interbank clients, verifying and processing FX derivative trades (options /cash).

Tele-confirmed FX trades with brokers and traders, resolving any discrepancies across multiple systems.

M&T BANK and FIRST EAGLE FCU, BALTIMORE, MD (Customer Service Representative) 12/2001-04/2006

Successfully converted servicing situations into sales opportunities, exceeding sales goals by 10% -20%

Performed financially related assignments and day-to-day operations, managing and mentoring new tellers.

Constantly Marketed banking products, offered by M&T Bank and its affiliates

TECHNICAL SKILLS: Microsoft Office, Windows XP/Vista/Windows 7 Professional, MT300, LEO, Anvil SSL Execution Software, Think or Swim Execution software, Ninja Trader 6.5, CQG Integrated Client Software;

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