White Plains, New York, United States
A highly motivated individual who possesses exceptional leadership and interpersonal skills. An accomplished relationship builder that leverages his multi-tasking abilities to provide superior results by ensuring consistent client satisfaction, as well as an overall superb quality of service. Specialties: customer relations, customer satisfaction, equities, financial, fixed income, foreign exchange, funds, investments, marketing, real estate, reports, sales, structured methods, trade shows, trading systems,
Responsible for coordinating the development of the Introducing Broker Division Liaise directly with clients, Introducing Brokers, Banks and other business associates Create marketing campaigns geared towards Introducing Brokers and potential large Institutional clients Generate new business and partnerships for the division Work with the compliance department to ensure the division is compliant with regulatory requirements Actively manage existing relationships to ensure customer satisfaction
Built relationships with and educated potential clients about the Foreign Exchange Market Ensured customer satisfaction and worked to grow customer base through referral program Dealt directly with the marketing group to launch promotions and new marketing initiatives Worked with compliance group to ensure that new customers were suitable for alternative investments such as Foreign Exchange trading Coordinated Marketing at trade shows and directly interacted with potential investors Stayed current with world financial markets in order to offer customers accurate and applicable analysis