Description
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
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Fagenson & Co. | Margin Account Representative | 1/1992 - 1/2012 |