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PHONE NUMBER AVAILABLEEMAIL AVAILABLEPROFILE Working with clients through many complicated economic periods, I have been a consistent producer. I have continued to leverage partnerships throughout organizations to gather/retain assets, manage accounts, as well as guide clients through short-term and long-term investing in all market scenarios. EXPERIENCE FIXED INCOME SPECIALIST, IITD AMERITRADE / CHARLES SCHWABJERSEY CITY, NJ04/2019 - 11/2022 Actively made recommendations to clients for Treasuries, CDs, Municipal Bonds, Corporate Bonds, Preferreds and Structured Notes. Leverage partnerships with Branch Managers, Senior Financial Consultants and Financial Consultants to uncover any opportunity that may be suitable for clients. Consistently on top of company metrics tracked including Net New Assets, Client Contacts, Leads sent to partners for opportunities as well as others. Registered in all 52 states with Series 7, 63, 66 and SIE. INVESTMENT ADVISOR / BROKEREDWARD JONESSTONY POINT, NY10/2018 - 02/2019 Registered Financial Advisor with FINRA. Maintain SIE License (Series 7), Series 63 and Series 66 licenses. Analyze prospect and client assets daily, to determine long-term and short-term investments which are suitable.INVESTMENT ADVISOR / BROKERDAVID LERNER ASSOCIATESTEANECK, NJ08/2006 - 03/2018 Responsible for managing ~$50,000,000 of client assets. Helped prospects and clients assets daily, to determine short-term and long-term investments which may be suitable. Actively prospected for new clients by hosting seminars, dinners, sponsorships, trade shows, etc.EDUCATION STATE UNIVERSITY OF NEW YORK @ CORTLANDB.S. ECONOMICS AND MANAGEMENT SCIENCECONCENTRATION IN FINANCE08/1996 - 05/2000SKILLS &INTERESTS Bloomberg  Salesforce  Excel  Word  BondPoint  ValueBond  SIMON Skiing  Ice Hockey Mountain Biking