Neil Guarniere
Verified
Attached, you'll find an MS Word version of my resume for your review. In addition to acquiring my MBA at Hofstra University, my experience working on the following positions are readily adaptable to your needs:
1.) Client Services Manager – Foster Financial Group - Executed trades through Net EX 360 comprised in depth research for Mutual Funds, Alternative Investments, Variable Annuities and Life Insurance using Morningstar Research and FINRA Analyzer. Assisted CEO in comprising Financial Plans and Investment Proposals for High-Net Worth clients. Orchestrated Meetings for Prospective Clients for Investment Portfolio Reviews and Financial Planning Solutions. Improved Compliance Operations for Incoming Investments and Assisted in Account Transfers and IRA, 401(k) and 403(b) Rollovers for new and existing clients through Pershing Clearing House.
2.) Finance Associate - First Long Island Investors - Rebalanced Portfolios using Charles Schwab Asset Allocator and Morningstar DB CAMS for High Net Worth Clients. Collaborated with CEO in constructing Portfolio Proposals and Recommendations for new and existing clients. Prepared Investment Presentations and Reports for Quarterly Reviews using Web Portfolio. Integrated Web Portfolio and Morningstar DB CAMS System for client reporting and asset allocation analysis.
3.) Financial Analyst - Oppenheimer & Company - Responsible for operating, controlling and reviewing daily Ad hoc reports on financial transactions. Integrated Reuters Plus with Microsoft Excel using the "Add-on" function for instant price quotes of stocks and mutual funds. Performed Forecasting functions using Microsoft Excel's Statistical Analysis functions. Created dynamic spreadsheets using Pivot Tables and V-Lookups. Maintained trade audit and organized portfolio balance sheets using AXYS/Advent Software.
I believe your firm would provide a working atmosphere to which I would be well suited, as well as one where my diverse experience would be valuable.
My salary requirements are reasonable and negotiable based on the responsibilities and opportunities presented. I look forward to speaking with you soon.