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Stanley Q

Personal Financial Advisor - 12 Years of Experience - Near 11570

Occupation:

Personal Financial Advisor

Location:

Rockville Centre, NY

Education Level:

Bachelor

Will Relocate:

YES

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An innovative individual with extensive work experience within the Financial Industry and most recently, as a Product/Solutions Financial Advisor within the Consumer/Private Client Banking Space. Comprehensive industry background includes areas such as Client Services, Sales, Operations, Product Development, Surveillance and Technology Support. A self-motivator with demonstrated leadership to manage multiple responsibilities in a fast-paced environment under critical deadlines. Well organized with attention to detail. Works well independently as well as collaboratively in a team setting. Proven ability in identify opportunities and implement advised solutions.

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Highlights:

Active Registered Security Licenses Series 7, 66, 63, 55. New York State Life and Health Insurance designation
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♣ Established and strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments with both Banking and Investment needs. ♣ Provided Clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. ♣ Demonstrated knowledge of investment and financial markets and align appropriate solutions to the individual client’s investment needs where appropriate. ♣ Collaborated within the Financial Center by establishing relationships with colleagues and associates to introduce and educate team on Investment products and services offerings. ♣ Consistently identify client opportunities and engage key partners as needed. ♣ Maintain a high level of personal integrity and comply with enterprise policy and procedures. ♣ Capable of effectively operate in a team oriented and highly collaborative environment.
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