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<pre>Array ( [var] => cut_url ) </pre> Resume for Maxim P. for Banker / Bank Teller / Financial Services in Brooklyn, New York. Search More Resumes for Banker / Bank Teller on #MVCEPLC5D

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Resume for Maxim P. for Banker / Bank Teller / Financial Services in Brooklyn, New York

Occupation: Banker / Bank Teller Industry: Financial Services
Country: United States City: Brooklyn
State: New York ZIP: 11204

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Maxim P.
th Street, Brooklyn, NY
Phone EMail
Professional Summary
Research oriented, analytical, team player, self motivated and charismatic individual is interested
in a full time position
Professional Licensure & Achievements
FINRA/SEC Exams: Series , , , Life & Health
Strathmore’s Who’s is Who Worldwide Edition
Cambridge Who’s Who
Work Experience
JP Morgan Chase, Forest Hills, NY, March – October
Vice President/Investment Specialist
• Managed over million dollars in assets and raised capital for mutual funds
• Invested capital across various funds, equities and bonds
• Analyzed and evaluated financial statements, portfolio structures and financial trends
• Created asset models, researched companies and executed capital accumulation strategies
• Monitored financial fundamentals, asset exposures and risk factors
• Conducted meetings with clients, branch managers, bankers and brokers
• Worked with back office and with investment managers to resolve compliance issues
Northwestern Mutual, New York, NY, March February
Associate Wealth Manager/Analyst
• Helped manage over million dollars in structured mutual fund portfolios
• Evaluated quality of earnings, cash flows, revenue streams and growth rates
• Reviewed asset models, variances, risk adjusted returns and market trends
• Created portfolio snapshots, diversification analysis and capital allocation graphs
• Performed due diligence to identify risk levels, asset exposures and credit qualities
• Prepared risk management presentations tailored to client investment objectives
Yeshiva University, Sy Syms School of Business, New York, NY
Bachelor of Science: Business & Management, Concentration: Finance
Magna CumLaude, GPA .
Dean’s List Awards, Graduation Date: /
Associate Degree in Arts
ORT College of Engineering, Jerusalem, Israel
Practical Engineering
C++/C, Assembler, Micro , Advanced MS Excel, VBA, PowerPoint, Access, Word
Extensive Morningstar, Lipper, EnvestNet, Bloomberg, Siebel, Streetscape, DST Vision
Net Exchange Pro, Network Illustration System, Financial Planning Software/PPA
Foreign Languages
Fluent in Russian and Hebrew

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