Sales Microsoft Office
Resume:
Mckinzie Valverdy
Miami, FL *3147
********@***.***
Objective
Seeking a position where I can use my experience and education to build a career in wealth management.
Work Experience
J. P. Morgan Chase Bank, Miami, FL 01/2016- Present
Relationship Banker
- Managed assigned customers and proactively meet with them in person or over the phone to build lasting relationships, discover financial needs and tailor product and service recommendations
- Identified and partnered with specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect them with experts who can help them with their specialized financial needs.
- Proactively brought in about $500k in deposits and investments for the branch.
Regions Bank, Miami, FL 08/2015 - 12/2015
Financial Services Specialist
- Consumer Banking proprietary training in consumer sales and banking including SAFE Act registration.
- Trained in KYC, AML, and EDD for the international clientele and high balance accounts.
- Partnered with private wealth, private banking, and business banking to develop suitable strategies.
Morgan Stanley, Miami, FL
Financial Advisor Associate
02/2014 - 10/2014
- Implemented and monitored investments of equity, fixed income, mixed, and alternative portfolios.
- Presented Investment Portfolio presentations using financial planning analysis using MS’s CRM.
- Targeted a market of international institutional clients with at least $1 million in investable assets.
- Opened and reviewed clients accounts with compliance for AML, KYC and EDD for foreign and domestic accounts.
Wealth Advisory Associate
12/2012 - 01/2014
- Completed proprietary training of the firms Compliance, Wealth Planning, and Investment Management tools.
- Closely worked alongside financial advisors to gather and present wealth-planning solutions for their clients using the firm’s wealth planning tools ex. Sales force, Money Guide Pro, CRM, Morningstar.
- Consulted with clients on their investment strategies and objectives using my research in investment management with different return probability scenarios.
- Focused on a Wealth Management market that includes $500k+ in investable assets and developed suitable strategies for the clients.
Vfinance Investments, Miami, FL
Internship
03/2012 - 08/2012
- Traded different financial products and managed the P and L for my senior advisor.
- Gained knowledge about different financial products and how to manage client’s investment portfolios.
- Focused on a market that includes $500k+ in investable assets and developed suitable strategies.
Education
Florida International University Miami, FL
Bachelors in Arts in International Relations ‘15
Minors in Economics
FINRA Security Licenses Series: 7, 63, 65 and FL Insurance 214.
National Mortgage Loan Originator License.
Skills
I have gained expertise working with Microsoft Office Excel, Bloomberg, Matrix Systems, Thomson One, Sales Force, EDD, KYC, AML and Market Access. I also write and speak Spanish fluently.
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