- I worked as a registered sales assistant at Goldman Sachs for 6 years and I have an additional 2 years experience at a major hedgefund
- My credentials include: NASD Series 7, NASS Series 63, proficient in Microsoft Word, Microsoft Excel, Microsoft Outlook, and PowerPoint
- Managed all aspects of Goldman Sachs Research Analysts marketing process and served as point person to get resources to Mid- Atlantic based accounts
- Managed all aspects of client interactions
- Demonstrated ability to work closely with demanding clients across all levels and maintained client satisfaction
- Coordinated and facilitated all client service events including Holiday parties, Movie Premiers, Pumpkin picking events and Softball games
- Managed the design and implementation of gift items and invitations as well as coordinating logistics
- Served as primary Assistant for 3 Vice Presidents and 2 Managing Directors
- Liaison between the client and the portfolio manager
- Strong interpersonal, relationship management, organizational, and project management skills
