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

 

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