Brayan Winiarz Email & Phone Number

New York, Ny, Us

Greater New York City Area

Greater New York City Area

Greater New York City Area

Scranton, Pennsylvania

• Served as first point of contact for clients; handled and delegated tasks dependent on specific needs• Actively supported team to retain and grow a book of business through proactive communication• Responsible for briefing Financial Advisors on current and prospective clients• Mentored and guided new hires ensuring all were trained in product knowledge and capable of performing assigned duties• Presented and prepared ad-hoc reports to determine causes of underperforming client portfolios before meetings

Scranton, Pennsylvania

• Conducted research on new tax law implications to ensure products followed industry best practices and regulatory compliance standards enforced by FINRA• Managed a successful e-mail marketing campaign utilizing Salesforce which increased client exposure to new products• Participated in Virtual Stock Exchange simulation which resulted in a 16% capital gain within 2 months

Brooklyn, New York

• Analyzed in detail sector competitors in the Health and Wellness industry and assessed how the introduction of new products affect the strategic direction of the company• Effectively strategized profitability and risk associated with new products by conducting market research and by reviewing cost-cutting financial models