Iram Saeed

612-***-**** ad347n@r.postjobfree.com Minneapolis, MN

I am currently serving as a Financial Advisor at Merrill Lynch, where my primary focus revolves around cultivating enduring relationships with clients and actively contributing to their financial and retirement objectives. My career trajectory includes a significant tenure as a master Tax Advisor at Block Advisors, where I specialized in meticulously preparing accurate tax returns, offering audit representation, and strategically minimizing tax liabilities for clients. The depth of my tax expertise forms an integral part of the comprehensive financial plans I develop for my clients.

Prior to my role at Merrill, I amassed over a decade of hands-on experience in the realm of stock, options, and futures trading. My proficiency spans various trading strategies, encompassing long-term investments, short- term maneuvers, and day trading activities. I derive satisfaction from engaging in diverse trading instruments, including but not limited to forex, derivatives, and e-minis. PROFESSIONAL EXPERIENCE

Merrill Lynch Minneapolis, Minnesota

Financial Advisor - AVP October 2020 – Present

● Prospected clients to increase acquisitions of assets to the company

● Conducted discovery meetings to create customizable financial plan

● Built personal wealth analysis and executed investment recommendations

● Established Merrill Edge & IAP accounts

● Lead Merrills annual reviews and investment goals for clients’ portfolios

● Catered to the client’s business and financial needs Block Advisors Minneapolis, Minnesota

Master Tax Advisor November 2004 – October 2020

● Accurately prepared and filed tax forms to assist clients with deadlines

● Communicated with the IRS to resolve tax complications

● Advised tax planning and assisted with various auditing methods

● Proposed tax saving strategies for individuals and small businesses

● Maintained tax records and filed clients personal information

● Adhered to yearly tax deadlines and lead quarterly meetings EDUCATION & CERTIFICATION

University of Punjab Lahore, Pakistan

MBA - Finance April 1992-June1994

● Series 7 and 66 licensed

● Enrolled Agent (highest awarded by the IRS in 2006) KEY SKILLS

- Astute mathematical knowledge

- Legal knowledge and know-how

- Comprehensible communication of complex facts and figures

- Reliability and a sense of responsibility

- Persistent, hardworking, organized and detail-oriented HOBBIES

- Travelling, Reading, Hiking

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