Associate Resume
5.00/5 (Submit Your Rating)
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
