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Associate Resume

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Houston, TX

SUMMARY:

To obtain a position within a thriving and diverse company that values my decision - making, communication, and analytical thinking skills.

PROFESSIONAL EXPERIENCE:

Confidential

Associate, Houston, TX

Responsibilities:

  • Recognized by the managing director for providing outstanding client experience
  • 0% trade errors and 0 complaints reported to Confidential .
  • Managing high net worth accounts ( 2 million), and developing personal relationships with the northeast division investors/advisors, which in return has surpassed customer retention.
  • Proactively prevented fraud by holding out of pattern transactions, and verifying electronic wire instructions have not intercepted by performing due diligence and monitoring accounts.

Confidential

Investment Specialist, Scottsdale, AZ

Responsibilities:

  • Exceeded production goals by leading the team on a consistent week-to-week basis in BDG leads bringing in over five million dollar in assets in one quarter.
  • Collaborated with clients to discuss suitable securities based on investment goals.
  • 0% trade errors throughout my entire time with the company and 0 complaints reported to Confidential .
  • Passed Series 7 and 63 Licensing

Confidential

Client Service Senior, Scottsdale, AZ

Responsibilities:

  • Within one year promoted to senior Confidential
  • Initiated short/long term disability and Confidential claims, processing Confidential claims, reviewing financial transaction with claimants, and adding banking information
  • Brainstormed and organized team building events; exceeded handle times
  • Published in the Ronald Confidential Peer Review Journal
  • Presentation Won first place in Science Research Day Contest at Howard University.
  • Kept a daily-organized journal documenting the progress examining how calreticulin partitioned into different cellular compartments through acetylation.

Confidential

Tumor Model

Responsibilities:

  • Independently researched under the leadership of Confidential, PhD in the department of molecular genetics
  • Cultured gene switch Ras cell lines injecting 150 host flies, of which 147 expressed oncogenic Ras
  • Currently in process of being published

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