Founding Agent Resume

PROFESSIONAL EXPERIENCE

Confidential

Founding Agent

Responsibilities:

Specialize in luxury residential sales and leasing in Manhattan
Generate investment income reports for both clients and potential investors.
Prepare leasing and sales comparables for the purpose of investment for both residential and commercial real estate.
Compile valuation and analysis data for investment and development projects in both Manhattan and Jersey City, NJ.

Confidential

Licensed Real Estate Salesperson

Responsibilities:

Confidential

Investment Solutions Representative

Responsibilities:

Provided investment advice based on client suitability, financial goals, and risk aversion
Developed and positioned mutual funds, fixed income products, and discretionary money management services to existing customers or leads
Advised High Net Worth clients about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and competitive products in the investment/consumer financial industry

Senior High Net Worth Service Specialist

Confidential

Responsibilities:

Assisted regularly with complex money movement, options, and margin inquiries from a team of 10 - 15 traders
Supervised trading of equities, mutual funds, fixed income, complex options, and precious metals
Interacted with multiple business groups including trade support, fixed income, and our risk department to assist representatives with complex problem resolution