Investment Professional: Client Relationship Administrator at Investment Firm
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work:
Investment Firm - Charlotte, North Carolina Area since Feb 2012
Investment Professional: Client Relationship Administrator
Bank of America Jan 2011 - Feb 2012
Check Fraud Claims Resolution Analyst
Bank of America 2009 - Dec 2010
Fraud Analyst II
GE Capital Oct 2007 - Dec 2008
Field Service Representative
Education:
University of North Carolina at Chapel Hill 2003 - 2007
BA, Communications: Interpersonal and Rhetoric
Kaplan University
FINRA Certified Investment Professional, Series 7, Series 63
Skills:
Developing / Strengthening Client Relations Investor Relations Financial / Investment Guidance Public Speaking Analytic Problem Solving Risk Management Investment Strategies Team Leadership Problem Solving Money Management Customer Oriented Group Presentations Communication Skills Trend Analysis Investment Banking Information Security Management Investments Securities Market Professional Experience Business Networking Risk Assessment Team Building Corporate Communications Customer Service Fraud Detection / Resolution Leadership Communication / Business Development Skills Flexibility Task / Project Oriented Result Oriented Success Driven Solution / Outcome Focused