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Customer Service Representative
Cheryl Koonce - Intern Resume Simple
Seeking a position in a growing organization where I can utilize my skills and experience in the field of finance, accounting, and customer service.
presentations, analytical, investments, clients, solutions
Universidad Autonoma de Madrid
Developed solutions to clients through the use of analytical tools such as the use of the financial Planner, and the real estate organization.
Prepare presentations for the Board of Directors and investments Committee meetings. Communicate with the investment community to ensure the company is in compliance with the company's financial plan.
Develop and maintain relationships with clients and prospects. Prepare and present investment reports. Research and analyze market trends.
Manage and maintain all client files and records for the company. Provide support to the client. Also, responsible for the creation of new business.
Analyze and interpret data to identify potential investment opportunities and provide recommendations to the client. Also, responsible for the development of a new financial model.