Alen Dujmovic Email & Phone Number

Cleveland, OH, US

Mentor, Ohio, United States

Cleveland, Ohio, United States

Greater Cleveland

- Work directly with CFO to create model portfolios that help current and prospective clients assess their risk tolerance and manage their current investment allocations against certain targets- Assess which areas of the market would underperform or over perform based on current market circumstances and gave recommendations for changes to our model.

Learned a broad range of the necessary skills to accommodate all of a client's needs - Used BNA tax software to generate estimated taxes due for upcoming quarters- Helped create an investment analysis platform that analyzes Model Portfolio statistics- Verified information that helped clients invest in alternative investments- Gained intimate knowledge of.

Willoughby, OH

-Learned self-management skills to make quick and independent decisions-Developed efficient processes to maintain quick quick transition between alternating sports events-Demonstrated great customer service skills when potential customers had questions-Helped to organize and maintain a mid-size charity sports event that involved more than 200 participants

Cleveland/Akron, Ohio Area

-Gained interpersonal skills and a proficiency in sales-Learned how to promote products in a creative way-Learned proper office etiquette and how to work with co-workers to discuss new ideas in a professional setting-Developed a knowledge of how different settings can can help or hinder the sales of certain products

Mentor, OH

-Maintained a clean work environment to be able to quickly and efficiently serve the customer-Collaborated with co-workers to delegate daily tasks