Anthony Armas Email & Phone Number

New York, Ny, Us

New York, Ny

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.Our mission is to enhance lives and legacies.

Coordinated with consultants and portfolio managers to conduct annual review meetings with clients to discuss their agency's retirement plan history, total assets, transactions, investment performance, and liabilities. Prepared client review presentations for meetings based on the agency’s plan (Alternate to Social Security, OPEB and Pension prefunding, Defined Contribution and Defined Benefit plans) as well as gathered data from actuarial reports for sales opportunities. Developed a complete understanding of 210+ assigned clients, their respective plans and administrative needs, and managed day-to-day client relationships as their central point of contact. Attended trade shows and conferences to promote products to prospective clients and interact with current clients. Input leads, sales interactions, client notes, and meeting tracking on CRM platform (Microsoft Dynamics). Generated monthly reports to capture all company clients by product type, transactions, and investment strategy to track assets under administration and update client lists.Lead presenter at orientations for retirement plan offerings to prospective participants and agencies. Effectively communicate with clients, partners, and internals departments to address to all product issues and provide necessary research, problem solving, and support.

Costa Mesa, Ca

Provided [licensed] support and served as a resource to Financial Representatives and their clients. Key duties included preparing client statements, applications, financial analysis and reports for client appointments, researching inquiries and provide analysis regarding client accounts, and tracking paperwork on client’s brokerage accounts. Assisted the Financial Representatives in the preparation and follow up for the client meetings, coordinated the preparation of routine correspondence and reports, provide verbal or written communications with prospective or existing customers regarding financial matters, and collaborated with the financial associates to assist clients with product changes. Utilized applications in my day-to-day tasks such as Profiles Professional, Profiles Forecaster, SalesForce, Wealthscape, What-if-Tax, MAS, and Microsoft Office Programs (Excel, Outlook, Word).

Newport Beach, Ca

Prepared reports for client meetings, which included: portfolio analysis reports, asset allocation reports, comprehensive wealth management plans, performance reports and bond analysis reports, as well as client contact information and beneficiary reviews.Ran supplemental reports using applications such as BETALink, Portfolio View, BondDesk and E-Money as tools to showcase each client’s investment performance, as well as contribute to the completion of a variety of projects as directed by the Financial Advisors. Handled high flow of incoming calls and assisted in scheduling meetings.Played a key role in assisting the team’s move from RBC to Stifel, including the creation of tools to manage all incoming documents and paperwork required for transition.

Irvine, Ca

Served as a distributor of incoming mail and packages to 200+ faculty/staff and PhD students at UCI’s School of Business. In addition to distribution, also aided over 100+ professors and other faculty/staff with print jobs, moving offices or any other task they requested assistance with. On a weekly basis, managed a variety of event set-ups, clean up and lock up of the dining hall, which holds 80 people. Maintained seven classrooms, six copy rooms and ensured that four buildings had necessary materials readily available for faculty and other staff members.

Bachelor’S Degree, Economics

High School