Successful and enthusiastic investment professional offers experience in the financial services industry with a proven record of excellence in portfolio management techniques trade implementation client relations and account management. Extremely detail oriented and highly proactive. Ability to work with limited direction in strong team environment with high volume within strict time constraints. Experienced in computer systems and software including Windows Microsoft Word Excel Fiserv Indata and a broad range of other trading software. An aptitude for learning and a thorough understanding of the investment industry provide the necessary talent to be an extremely strong asset to a high growth demanding organization.

Highlights:

• Account Management
• Management
• Securities
• Security
• Budgeting
• Mms (Unisys-Email)
• Portfolio Management
• SEC