Adam S Weinstein Email and Phone Number

Greater New York City AreaIndustryFinancial Services

Apply deep product knowledge of securities, investment plans, market conditions, regulations, and the financial situation of clients in order to provide them with investment solutions and long term strategies that are tailored to each client’s needs. Interview clients to obtain their financial position, resources, assets, and financial goals to assess their needs and make recommendations. Develop and maintain relationships to build trust and loyalty.Educate clients on various types of securities, as well as the benefits and risks of each. Particular emphasis is placed on how the economy is today, where the U.S. dollar is, QE3 etc.Clear vision to provide an agenda of a balanced portfolio with proper tools within as an ultimate hedge for a weak dollar. A strong advocate of gold related investments, specifically gold ETFs and leading miners at correct pricing including the Junior Gold Miners ETF (GDXJ), ABX, "Barrick”.Expert at social networking – writing informative blogs to educate customers on alternative investment opportunities. Constantly perform research about new ideas and theories.

Launched and managed an alternative investments fund including REITS. Collaborate with business affiliates in all aspects of strategic business planning, financial administration, marketing, recruiting / hiring, compliance / legal issues and risk management. Supervise the activities of traders and commodity affiliates. Prepare and review monthly P&L statements. Worked through ongoing challenges of grasping correct borderline foreclosure properties or properties already in bank’s hands.Analyzed risks, earnings, market trends, interest rates, and other economic indicators. Carried out detailed data analysis and valuation to ensure that sound decisions were made.

Executed trading plans using equities, options and futures. Developed and implemented personalized financial plans for a diverse client population. Built strong relationships with clients, monitored their investments, and suggested changes to the portfolio as needed.Progressive track record of high achievement with increased sales production and customer base every year at.Analyzed clients' financial status to effectively recommend a broad range of financial products and services with the goal of continually meeting the specific needs of the client. Conducted and participated in informational seminars.

Provided customers with assistance and direction in reaching their financial goals. Reviewed client’s current investments and used asset allocation techniques to recommend new and more appropriate investments. Investment products included Stocks, Bonds, Mutual Funds and Options. Developed exceptional presentation skills through multiple investment seminars.

Held various positions at brokerage houses to gain experience, develop skills and to have hands on working knowledge of the financial industry. Accumulated hours and successfully passed licenses needed to work towards a satisfied client base.

Launched a business concept to have vending machines installed throughout an army facility covering over a million square miles with almost 10,000 people living on the base. Coordinated meetings between interested parties representing the suppliers and the vending machine companies. Gathered data and analyzed patterns to develop appropriate marketing programs.

Opened a clothing store, immediately after college that catered to the average Hoboken age clientele and students. Created an environment that was pleasing to the eye and drew people into the store. Networked with the largest schools in the area to offer discounts to students. Additionally increased sales by selling clothing and athletic gear reflecting local sporting arenas and school teams. Created " Family Plan" buying that increased discounts as family members bought more clothing/attire. The various marketing programs successfully raised sales volumes.