Description
SUMMARY An experienced financial manager with 5+ years in acquiring and managing high net individual customers, and generating market insights to inform their investment strategies. A proven team leader, managing a team of 10 members across multiple verticals, and growing a portfolio net worth of $400K to $700k. Highly analytical and learned professional with proficiency in tools such as Word, Excel, PowerPoint. An MBA with additional certifications in equity, commodities, and currency trading.
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