Experience

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  Bny mellon

  Jan 2010 - May 2010

  Compliance intern

  • Updated client accounts daily on the intranet system, while providing information to the trading desk• Organized ISDA files and prepared excel spreadsheets for senior management• Assisted in preparing financial and legal documents for the U.S. Securities and Exchange Commission during a company-wide audit

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  Wells fargo advisors

  Oct 2012 - May 2013

  Financial advisor

  • Marketed portfolio construction strategies and services to high net worth clients, providing mutual fund and equity suggestions based on their individual financial situation and goals• Opened new client accounts and established investment strategies such as managed accounts, exchange traded fund, and mutual fund products• Identified qualified leads and followed up through phone prospecting, mailings, and appointments • Maintained excel database of accounts regularly presented to and used by senior broker • Conducted risk assessment analysis for each client to determine the effectiveness of every investment portfolio Show less

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  Axa advisors, llc

  May 2014 - Jan 2020

  Financial consultant

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  Blue cove capital

  Jan 2019 - now

  Senior associate
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  Equitable advisors

  Jan 2020 - now

  Financial consultant