PRIME BROKERAGE PRODUCT CONTROLLER Resume Baltimore, MD - Hire IT People

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Confidential, Baltimore, MD

PRIME BROKERAGE PRODUCT CONTROLLER

Responsibilities:

analyzed risk metrics of financial investments in the hedge fund space using manipulation of data via excel
Leader of Confidential ’s Ad Hoc financial data analysis for OTC client clearing

Confidential, Baltimore, MD

FINANCIAL SOLUTIONS ADVISOR

Responsibilities:

Sold financial products to Bank of America clients using the Merrill Edge platform.
Keeping up wif client expectations. Managed three million dollars of assets while holding quarterly reviews to discuss portfolio performance.

Confidential, Baltimore, MD

FINANCIAL ADVISOR

Responsibilities:

Acquired selling and interpersonal communication skills to gain client trust and build relationships.
Gained an understanding of the client’s needs through conversational discovery tool