Short-Term Long-Term
Resume:
TIMOTHY MCCLOSKEY
*****************@*****.***
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
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