Professional Summary

Skills

Work History

MICHAEL KONIOR

Bradenton, FL 34202 617-***-**** adv19n@r.postjobfree.com Vice President with 26 years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.

Team management

Business operations

Relationship development

Problem resolution

Relationship building and retention

Jun 2000 - Jun 2013

Boston, MA

Vice President

Morgan Stanley

Provided clients with price quotes on securities and financial information on corporations issuing select securities.

Discussed financial options with clients and provided informed suggestions. Maintained regular contact with clients to inform about transactions and performance. Identified potential investment opportunities for clients by reviewing stock and bond reports. Presented financial plans to clients based on analysis of financial status and goals. May 1993 - Nov 1999

Boston, MA

Stock Broker

Paine Webber

Provided clients with price quotes on securities and financial information on corporations issuing select securities.

Discussed financial options with clients and provided informed suggestions. Read financial publications to remain informed about trends affecting market conditions. Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.

Managed trades using quantitative and technological techniques. Education

I previously volunteered at SMH in 2012, 2013, and 2014 in the Perioperative Department.

Nov 1986 - Feb 1993

Boston, MA

Stock Broker

Lehman Brothers

Provided clients with price quotes on securities and financial information on corporations issuing select securities.

Gathered customer information and maintained in CRM database. Discussed financial options with clients and provided informed suggestions. Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.

Managed trades using quantitative and technological techniques. Maintained regular contact with clients to inform about transactions and performance. Jan 1968

Chestnut Hill, MA

High School Diploma

Boston College

I previously volunteered at SMH in 2012, 2013, and 2014 in the Perioperative Department under the supervision of Ginny Rosenhaus. During the time I spent at SMH I was constantly impressed with the dedication and work effort of all employees and volunteers.

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