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Gaulbert  L

Financial Specialist - 0 Years of Experience

Occupation:

Financial Specialist

Education Level:

Some College Units Completed

Will Relocate:

YES

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of Objective: Profoundly creative and result-oriented Margin Account Representative with more than twenty years' experience compiling data, using technology to determine customer margin (equity) in stock purchased. Key Knowledge & Skills: * Well versed in analytical practices, financial processes manual and computerized. * Comprehensive knowledge of handling and managing account tasks and business-related activities * Extensive knowledge of concepts and principles of margin operations * In-depth knowledge of preparing business correspondence and developing business plans * Strong knowledge of banking collections, banking procedures, and banking operations * Possess excellent communication, customer service, time management, and customer service skills * Excellent interpersonal, presentation, and organizational skills

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COMPANY POSITION HELD DATES WORKED

Fagenson & Co. Margin Account Representative 1/1992 - 1/2012
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Highlights:

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