Business Development Financial Services

MICHAEL J. RIVERA

401-***-**** ** Joyce St. Unit 401, Warren, R.I. 02885 ************@*****.***

https://www.blackbasiltable.com https://linkedin.com/in/michael-rivera- Experienced and driven Financial Services Professional and entrepreneur with 20+ years of experience delivering financial / investment advisory services to high value clients. I have proven success in managing multi-million-dollar portfolios, driving profitability, and increasing ROI through skillful strategic planning, fine-tuned consulting, and financial analysis. Detail-oriented with the ability to thrive in high pressure environments. Adept at developing key relationships and furthering business development. EXPERIENCE

12/2023 - PRESENT

OWNER – EXECUTIVE CHEF, BLACK BASIL TABLE

Personal Chef & Boutique Catering Services. Offering high-quality, personalized culinary experience for individuals and events of all kinds, using the freshest farm to table local ingredients. Responsibilities include business development, marketing, client acquisition, cost analysis, menu design and execution. As the owner of Black Basil Table, I demonstrate a strong attention to detail, and excellent communication skills to work effectively with our clients. 10/2009 - 12/2022

FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, BARNUM FINANCIAL GROUP

Financial Professional who provides guidance and advice on various financial matters, such as investment, retirement planning, tax strategies, and estate planning. Helping individuals and families make informed decisions about their money, with the goal of achieving financial stability and growth. 07/2005 - 10/2009

FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, MERRILL LYNCH Financial Professional who worked closely with clients to understand their financial objective and risk tolerance, develop personalized investment strategies, and monitor the performance of their portfolios. Recommended specific investment products, based on the client’s individual needs and goals. 07/2001 - 07/2005

FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, MORGAN STANLEY Financial Professional who offered a comprehensive suite of financial services to meet the diverse needs of its clients. Consulted clients on a wide range of investment banking, securities, wealth management, and asset management services to corporations, government, institutions, and individuals. 04/2000 - 07/2001

ACCOUNT EXECUTIVE, NETWORK PLUS

I was a telecommunication account executive in Manhattan, NYC. Responsible for managing and developing business relationships with clients in the telecommunications industry. The primary role was to ensure customer satisfaction, retain existing clients, and expand business by acquiring new clients. This involved understanding the client’s needs, proposing appropriate solutions, and negotiating contracts.

05/1998 - 04/2000

DIRECTOR OF ADMISSIONS, INTERNATIONAL INSTITUTE OF CULINARY ARTS Managing the admissions process and ensuring the enrollment of qualified students. Some key responsibilities of this position include Recruitment and Outreach, Application Review, Admissions Decisions, and the creation of Financial Aid Assistance. EDUCATION

1994 - 1998

BACHELOR OF SCIENCE, ROGER WILLIAMS UNIVERSITY

Concentration in Finance and Management

1997 - 1998

CULINARY CERTIFICATE, INTERNATIONAL INSTITUE OF CULINARY ARTS Concentration in Restaurant Management and Hospitality LICENSES / DESIGNATIONS

• FINRA Series, 7, 66, 9, 10, 24

• Health & Life Insurance Licensed

• Rhode Island Monthly Five Star Wealth Manager

2011,2012,2013,2014,2015,2016,2017,2018,2019,2020, 2021,2022

• ServSafe Food Protection Manager

ACTIVITIES

-Professional associations related to my field to stay current with industry trends and networking with other professionals.

-Participate in athletics activities to highlight qualities such as teamwork, leadership, discipline, and competitiveness.

-Volunteering for organizations to give back to my community and make a positive impact.

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