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Marketing Financial

Location:
Lafayette, CA
Posted:
July 28, 2020

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Resume:

Alexandru Mihaila

805-***-**** adew9z@r.postjobfree.com

EDUCATION

University of California, Davis Davis, CA August 2015 – August 2019

B.S. Managerial Economics with Business Economics emphasis; College of Letters and Science

Relevant Coursework: Calculus, Financial Accounting, Intermediate Microeconomics, Applied Statistics, Econometrics, Operation Resources and Management Science, and Interpersonal Communication/Public Speaking

PROFESSIONAL EXPERIENCE

Morgan Stanley Oakland, CA

Financial Advisor Associate December 2019 – present

Engaged in proprietary wealth planning, finance products, and investment strategies

Performed in weekly coaching meetings, focusing on prospecting, client engagement, and client retention

Secured my Securities Industry Essentials license Majerko Investment Management Sacramento, CA

Junior Financial Advisor Associate August 2018 – November 2019

Provided wealth planning and investment management to over 150 client portfolios, and totaling $120 million AUM.

Streamlined client engagement strategies, which led to a 34% savings increase in the annual marketing budget.

Managed hiring and training of all new hires and oversaw a team of three other Junior Financial Advisors.

Reported directly to the president of the company, reviewed monthly expense reports, and prepared equity/market research

Trifecta Nutrition Davis, CA

Marketing Intern May 2018 – August 2018

Worked as part of a team of eight other UC Davis students to qualify outbound prospects

Improved cold call conversion rate from 1.5% to 5.2% while making 35 calls per day

Prepared weekly performance updates, utilizing Sisense, a market research tool HONORS / ACTIVITIES / AWARDS

Eagle Scout Award Recipient

UC Davis College of Letters and Science Dean’s List Recipient for 4.0 GPA

Theta Chi Fraternity Treasurer

Fundraiser organizer for: American Cancer Society, United Services Organization, and Futures Without Violence

Special Olympics Northern California Volunteer

TECHNICAL SKILLS

Fluent in Romanian and Spanish

Microsoft Office Suite, Google Suite, Data Entry, Pages, Numbers, Keynote, Quickbooks, Sisense, and Chorus.ai



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