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C Harris Resume Resume Details

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First Name: Hidden
Middle Name: Hidden
Last Name: Hidden
Company: JP Morgan Chase
Address: Hidden
Region/Country: United States
States/Counties: New York
City: -
Postal Code: -
Primary Email: Hidden
Alternative Email: Hidden
Home Phone: Hidden
Office Phone: Hidden
Fax: Hidden
Mobile Phone: Hidden
Preferred Contact Method: Phone
Resume Name: C Harris Resume
Current Job Title: Licensed Banker
Summary/Headline:

Financial Service Professional with over five years of professional work experience is seeking new opportunities with a innovative organization. 
Employment Objective: -
Employment Type: Permanent
Sector: Capital Markets
Asset Management
Sub Sector: Unspecified
Risk Type: Regulatory/Compliance
Expertise: Sales/Marketing
Degree: Bachelors
Salary: -
Resume Text:

Carl E. Harris

29 Zack Street

West Babylon, NY 11704

(631) 879-5168

cmobilec@gmail.com

 

 

Summary of Qualifications

  • Over six years of professional experience in: sales, relationship management & financial services
  • Fully licensed Financial Services Representative (series 7, 63, 66 & NY Life and Health)
  • Bachelors degree in finance from the Zarb School of Business at Hofstra University
  • Strong analytical and communication skills along with great leadership experience
  • Self-motivated individual; works well in team environments and independently
  • Experienced in working in fast paced settings to meet deadlines and make value added decisions

 

Relevant Skills & Experience

Financial Experience

  • Sold various investment products; Some FDIC insured as well as non FDIC insured products
  • Evaluated clients risk tolerance and constructed  portfolios to achieve investment goals
  • Leveraged specialists when needed to acquire new relationships and deliver exceptional service

Relationship Management

  • Deepened over 150 relationships through follow up calls and quarterly portfolio reviews
  • Educated clients on the benefits of various financial strategies
  • Tracked customer attrition to understand trends revolving around current market conditions

Marketing/Special Training

  • Developed niche marketing plans to gain corporate exposure in untapped markets
  • Hosted numerous seminars in public and private venues
  • Phone based marketing- Cold called thousands of prospects (averaged 300 calls daily)
  • Attended networking events to establish a strong community presence
  • Currently volunteer with different organizations in a effort to give back to the community

 

Employment History

 Licensed Banker- J.P. Morgan Chase, Farmingdale, NY                                       03/2010-Present   

 Substitute Teacher (on call) - Saint Anthony’s High School, Huntington, NY     10/2008-01/2010 

Asset Manager Associate (Internship) - New Bridge Securities, Hauppauge, NY  09/2008-06/2009 Financial Advisor- Merrill Lynch, Melville NY                                                            10/2007-05/2008

Client Financial Analyst- Citibank N.A., North Lindenhurst NY                           06/2005-10/2007

 

Education

Hofstra University, Hempstead NY

B.B.A. in Finance from the accredited Zarb School of Business in December 2004

 

Community Activities

  • Active mentor in EAC’s Chance to Advance youth program
  • Raised donations for various charities- March of Dimes and Light the Night   
  • Vice president of the multicultural student union
  • Co founder of The Bellport Black Alumni Scholarship program 
Availability Status: Available after notice time to current employer
Availability Date: 06/01/2011
Relocation Preference: -
Certifications: Series 7,63,66, NYS life and health insurance license.
Personal: Great relationship management and interpersonal skills.
References: -
Application File: Hidden
Post Date: 04/25/2011