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Project Manager

Location:
Austin, TX
Salary:
80000
Posted:
October 12, 2021

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Resume:

CORE COMPETENCIES

Poject Management

Portfolio Strategy Development

Business and Market Analysis

Cross-disciplnary Collaboration

Financial Planning and Analysis

Forecasting and Budgeting

Acquisition Integration

Financial Modeling

Problem Resolution

HEADLINE

Interested in applying for a leadership program to leverage acquired skills in education and experiences as well as learn new skills and implement the knowledge to the real world to make a difference.

QUALIFICATIONS PROFILE

Armed with track record of success in driving client base expansion, new revenue streams development, and operational streamlining. Adept at managing and growing portfolio of high-net-worth clients through strategic planning, first-rate customer service, relationship building, and consultative assistance. Hands-on leader and mentor with the ability to build and supervise top-caliber teams capable of meeting organizational goals and objectives. Reputed for effectiveness in adapting to and functioning well within new work environment. Multilingual in English, Spanish, and French with working knowledge of Hebrew.

EDUCATION

Professional Master of Business Administration (PMBA)

Jun 2021

University of Denver,

Daniels College of Business,

Denver, CO

Ambassador for All MBA Programs

Bachelor of Science in Economics

Jun 2013

University of Utah,

Salt Lake City, UT

LICENSES

National Association of Securities Dealers:

Series 7:

General Securities Representative

Series 63:

Uniform Securities Agent

Series 66:

Investment Advisor Representative/ Securities Agent

Insurance:

Life, Health, Accident, Long Term Care, and Annuity

AWARDS AND HONORS

Cable Case Competition:

Created a marketing pitch for Comcast

2nd Place

TECHNICAL ACUMEN

Microsoft Office Suite

Salesforce CRM

SPSS Modeler

Tableau

PROFESSIONAL EXPERIENCE

JPMorgan Chase § Denver CO

Private Client Investment Associate (Remote): 2016–Present

úProvide hands-on leadership and guidance to five strategic advisors regarding alternative consulting platforms.

úCapitalize on solid business acumen in managing numerous portfolios of high-net-worth clients, while leading efforts to earn their trust and expand the assigned portfolio.

úDevise client-specific strategic plan in partnership with advisors and bankers.

úEnsure the delivery of best-in-class customer service in collaboration with cross-disciplinary teams organization-wide.

Fidelity Investments § Various Locations

Financial Representative, Lone Tree, CO: 2015–2016

úTrained advisors and other financial representatives on policy and procedures.

úTracked and analyzed market fluctuation to develop projections on client portfolios.

úApplied solid analytical skills in defining tax-loss harvesting opportunities, as well as trading and financial planning opportunities.

Career Highlights:

úEstablished new revenue streams by growing 10% on new client base during the first year.

úSuccessfully optimized and expedited turnaround times by creating and executing a new process that improved internal procedures.

ú Boosted client engagement and contract renewals by maintaining direct interaction to clients and providing excellent service

Electronic Response Representative, Salt Lake City, UT: 2011–2015

úEffectively fulfilled assigned tasks by applying knowledge acquired from technical writers style guide training.

Career Highlight:

úProactively interacted with and rendered necessary assistance to high-net-worth clients that drove excellent customer experience.

Earlier Position Held:

Financial Service Representative, Salt Lake City, UT: 2010–2011

ACADEMIC PROJECT

Project: Haveras Business Plan (Tel Aviv, Israel) § Role: CFO

úGenerated a viable business strategy to coordinate a brewery's collaboration with dog adoption agencies, allowing people to visit the brewery, interact with dogs with the option to adopt to minimize the amount of homeless pets and kill shelters

Project: Save the Legendary Casa Bonita § Role: CEO

úDeveloped and implemented a social media marketing campaign (Become a Coloradan)

úCreated a website, app, merchandising, a menu, and two-year predictions to drive traffic and increase sales at the restaurant Casa Bonita



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