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Short-Term Long-Term

Location:
New City, NY
Posted:
September 28, 2024

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Resume:

TIMOTHY MCCLOSKEY

845-***-****

*****************@*****.***

PROFILE Working with clients through many complicated economic periods, I have been a consistent producer. I have continued to leverage partnerships throughout organizations to gather/retain assets, manage accounts, as well as guide clients through short-term and long-term investing in all market scenarios. EXPERIENCE FIXED INCOME SPECIALIST, II

TD AMERITRADE / CHARLES SCHWAB

JERSEY CITY, NJ

04/2019 - 11/2022

• Actively made recommendations to clients for Treasuries, CD’s, Municipal Bonds, Corporate Bonds, Preferreds and Structured Notes.

• Leverage partnerships with Branch Managers, Senior Financial Consultant’s and Financial Consultants to uncover any opportunity that may be suitable for clients.

• Consistently on top of company metrics tracked including Net New Assets, Client Contacts, Leads sent to partners for opportunities as well as others.

• Registered in all 52 states with Series 7, 63, 66 and SIE. INVESTMENT ADVISOR / BROKER

EDWARD JONES

STONY POINT, NY

10/2018 - 02/2019

• Registered Financial Advisor with FINRA.

• Maintain SIE License (Series 7), Series 63 and Series 66 licenses.

• Analyze prospect and client assets daily, to determine long-term and short-term investments which are suitable.

INVESTMENT ADVISOR / BROKER

DAVID LERNER ASSOCIATES

TEANECK, NJ

08/2006 - 03/2018

• Responsible for managing ~$50,000,000 of client assets.

• Helped prospects and client’s assets daily, to determine short-term and long-term investments which may be suitable.

• Actively prospected for new clients by hosting seminars, dinners, sponsorships, trade shows, etc.

EDUCATION STATE UNIVERSITY OF NEW YORK @ CORTLAND

B.S. ECONOMICS AND MANAGEMENT SCIENCE

CONCENTRATION IN FINANCE

08/1996 - 05/2000

SKILLS &

INTERESTS

• Bloomberg • Salesforce • Excel • Word • BondPoint • ValueBond • SIMON

• Skiing • Ice Hockey Mountain Biking



Contact this candidate