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