Description
Summary Client, results-oriented and knowledgeable financial advisor with over 20 years of experience in introducing and selling the benefits of investment and insurance products to clients. Demonstrated accomplishments in management, business development, client relationship management, brokerage operations and transactions. I possess a consultative sales approach that allows him to develop strong client relationships, communicate investment strategies and build trust. Consistently meets with clients and ensures that investment strategies are properly aligned with future financial needs. I drive activities, and effectively serve clients and deliver proven results.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Merrill Lynch | Financial Advisor | 1/2011 - 1/2013 |
| Cmz Trading Llc | Senior Options Trader | 1/2002 - 1/2010 |
| Knight Execution/Mesirow Financial | Vice President Floor Brokerage Operations | 1/1988 - 1/2002 |
| (Confidential) | Financial Services Representative | 1/ - Present |
Accomplishments
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