Sales Financial

ALEXANDER ANATOL SIEMIENCZUK

**********@*****.*** 732-***-****

Bridgewater, NJ 08807

EDUCATION:

Rowan University – The Rohrer College of Business Glassboro, NJ Bachelor of Science, Finance May 2020

GPA: 3.34, Deans List

RELEVANT EXPERIENCE:

Alliance Global Partners Downtown Manhattan, NY

Registered Representative September 2020 –Present

• Performing market research for various clients

• Provided investment advice and recommendations

• Evaluated client portfolio’s and suggested addition and deletion of positions

• Generate leads through outbound cold calling

• Research and analysis on upcoming private deals

Forte Capital Group Downtown Manhattan, NY

Private Equity Trainee May 2019 – September 2020

• Created research analysis on free trading securities and upcoming Initial Public Offerings

• Sourced for leads who may be qualified for various types of investment products

• Exposure to the financial markets and fast paced work environment Sema Properties, LLC Bridgewater, NJ

Sales Associate May 2014 – May 2019

• Created cost analysis for real estate developments

• Research of potential property acquisitions

• Responsible for the renovation of properties by identifying sales partners and managing the logistics of transactions

• Provided clients with tours of properties and maintained relationships up-to and throughout the purchase of a home Lincoln Financial Advisors (WealthPilot Financial) Cherry Hill, NJ Financial Planning Intern January 2018 – May 2018

• Collaborated in the refinement of financial models for high-net worth clients

• Prepared and developed investment reviews and performance reports for quarterly meetings

• Assisted in determining client asset allocation adjustments based on individual risk tolerance and capacity

• Gathered year-end values and calculated Required Minimum Distributions for retirement accounts

• Attended client meetings to gain an understanding of investment products used in the high-net worth market Licenses and Certifications

• FINRA SIE - Securities Industry Essential

• FINRA Series 7 - General Securities Representative

• FINRA Series 63 - Uniform Securities Agent

SKILLS / INTERESTS

• Redtail (CRM), eMoney, Omnisource, Microsoft Office Suite (Excel, Word, PowerPoint),

• Analytical, Self-Motivated, Confident, a team-player and can also work independently

• Physical Fitness, Sports, Investing, Real Estate, Drone Photography, Tau Delta Phi Fraternity

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