Please Rip me like none other

Would like opinions on a non-target resume. I have always had a keen interest in financial markets, while having experience in small asset management firm, I'm trying to do anything and seek any advice to move up and seek better opportunities. I have started applying to different BB's toward their analyst positions, I have a family member at one so I could hopefully get my foot in the door. Listen, the more criticism the better, I'm trying to get where most of you are. I had an offer a ETF shop last year but decided to not accept to help my fathers business now ready to spread my wings.

Qualifications Summary Analytical, motivated and self-directed analyst with the ability to drive deal execution through every step of the transaction process. Highly organized with the focus on prioritization. Proven track record of delivering exceptional customer service with an emphasis on gaining the greatest returns for clientele. Strong qualitative and quantitative analytical skills. Experience serving both corporate and financial institutions. Ability to provide real-time transaction updates to clients; working directly with MDs, VPs and Associates. Highly skilled in oral and written communications. Able to work independently or as part of a team. EDUCATION Bachelor of Multidisciplinary Studies, Non-target School Concentrations: Finance, Communications, Sociology
WORK EXPERIENCE Independent Asset Management Co. , NYC 2018 - Present
Account Executive
Market the firm’s services to potential clients as well as pitched investment ideas to current clients while monitoring and maintaining asset allocation guidelines for clients Performs financial analysis, industry forecasting, and risk assessment for a boutique investment firm focusing primarily on the biotech and telecommunications sectors Consults with senior management to determine client risk profiles in order to implement a strategic growth plan to help their clients reach their objectives Services individual/corporate client portfolio risk and suitability for investment in passive, growth and/or speculative securities to meet client objectives Research and analyze emerging markets in the technology and telecommunications sectors

Independent Asset Management Co., New York City, NY Summer, 2016 & 2017 Asset Management Summer Intern Developed stronger understanding of global financial markets and multi-asset class investing Developed client base to help investors promote different financial products Handled client inquiries, coordinating with executives to deliver an integrated service to the client Assisted financial advisors in relationship management, client follow – up, administration and business development Generated leads upwards of a couple million dollars each quarter by identifying key language used by financial advisors over the phone.

Independent Brokerage Firm, New York City, NY Summer/Fall 2013 Summer Intern Worked closely with financial advisors and client assistants observing investment vehicles, relationship building and client interaction Organized client database to maintain accurate and updated information for hundreds of clients Acquired business and professional development through weekly meetings and client interaction Interacted with brokers on a daily basis in order to strategically maintain relationships for the business, as well as personal development

VOLUNTEER ACTIVITIES Volunteer mentor
Executive Board, Mentor Counseled members on choosing major, giving back to the community and staying involved on campus Mentored group of ten young men who were in first year of university Participated in community service projects including assisting local homeless shelters with food and clothing supplies

SKILLS MS Office, MS Powerpoint , MS Excel, Advisor View, Industry Forecasting, Cold Calling, Marketing, Financial Analysis, Strategic Growth Plans, Risk Assessment, Client Services

LICENSES & CERTIFICATIONS FINRA Series 7 License
FINRA Series 63 License