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First Name Last Name

Designation

6+ Yrs Exp.

Insightful Investment banker working to successfully analyze financial records and identify promising investment opportunities and potential problems. Superior skills in auditing and accounting and the ability to effectively manage customer relationships and provide beneficial investment services.

Key Skills

Professional Experience

Dec 2014 Aug 2019

Investment Consultant

Kaygar Abu Bank,  Los Telares, UM

  • Effectively seek client relationships with long term interest and advantage. 
  • Monitored markets and adjusted client strategies as needed. 
  • Served as a critical and effective team member in the brokerage division of fiduciary and private banking services. 
  • Helped to establish and nurture key relationships with fixed-income clients. 
  • Helped to grow client base to top 8% in less than 8 months. 
Nov 2012 Nov 2014

Analyst

Gichaw Bank,  Los Telares, UM

  • Worked with Senior Directors to evaluate and improve strategy and overall financial efforts for the firm's growth. 
  • Carefully evaluated security solutions and aspects of retail markets. 
  • Analyzed financial records and statements to identify positive investment opportunities. 
  • Advised business entities in all financial endeavors. 
  • Effectively consulted with clients to identify financial growth and financial impairment factors. 

Education

Aug 2009 Dec 2011

Master of Accounting

, New York City, US
Manhattan College
Aug 2005 May 2009

Bachelor of Finance and Accounting

, New York City, US
NYU

Achievements

Aug 2016

multiple national awards

 Earned multiple national awards for outstanding acumen and above-the-bar production with Kieheen Capital and Persephone mutual funds in 2013 and 2014. 

Jun 2010

revenue growth

Supported continual revenue growth by planning and executing client-focused sales events. 

Certifications

Aug 2011

Certified Public Accountant (CPA) Certification

American Institute
Sep 2014

Financial Risk Manager (FRM) Certification

Barclays Investment Bank

Hobbies & Interests

Career Aspiration

Over the 3 years I want to explore best job position of investment banker in highly motivated work environment where I can make best use of my skills and banking experience for the improvement of bank customer service.

Favorite Quote

“Live in the sunshine, swim the sea, drink the wild air.”

- Ralph Waldo Emerson

Languages

Social Media

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