Experience
Web/Internet
Financial Services

Professional Ed
Web Design
Financial Planning/Securities Analysis

Education
Towson University

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From 4/96 to 8/99 I worked at Financial Services Firms including Merrill Lynch, State Street Bank, and SG Cowen Securities Corporation. I filled three roles during this time period, Planning Assistant, Registered Sales Assistant and Portfolio Accountant. The following is a summary of job responsibilities:

Registered Sales Assistant/Planning Assistant

• Developed and maintained client relationships
• Assisted clients in understanding investment products and services
• Provided client service management, including cost basis maintenance, monitored proper delivery of assets and researched and resolved client questions
• Worked with clients to facilitate the exercise of employee stock options
• Placed trades for Portfolio Managers
• Developed portfolios based on stated investment objectives
• Reviewed incoming assets, determining placement in asset allocation models
• Trained new employees