Gabriel Cabrera Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

Zurich, Ch

New York, Ny, Us

New York, Ny, Us

• Negotiate and coordinate trades with the fixed income desk to seek the best bond prices for the clients• Implement client investment plans and conduct periodic performance assessments of current holdings• Guide clients on ideal investments consistent with the firm’s research, insight, and market outlook• Prepare presentations, financial reports, and asset allocation plans consistent with a client’s risk tolerance• Conduct research on various funds, investment vehicles, and alternative investments in conjunction with attending multiple seminars and meetings with fund companies• Input trade orders on behalf of the Financial Advisor or unsolicited orders from the client• Acquire several low variable interest rates for client loans as well as develop a payoff schedule• Support client relationships by collecting firm required information and documentation while handling client requests • Efficiently onboard a large book of business for clients with complex trust and offshore company structures• Facilitate the clients’ transitions to the firm by ensuring seamless transfer of assets with necessary tax information• Consistent application of new rollouts and updates for the betterment of the client’s experience at the firm

Miami, Florida, Us

• Composed asset allocation plans by analyzing risk and potential opportunities consistent with client objectives• Simulated various equity and fixed income models for client portfolios contingent on their investment preferences• Managed the allocation of fixed income and equity investments for pension plans and variable insurance products• Oversaw variable annuity policies and subaccount allocations that have shown significant growth while catering to client suitability needs• Maximized personal network to foster business relationships with local professionals that led to new accounts• Generated new accounts for the firm by organizing client prospect presentations at networking groups• Implemented a new client interface program to facilitate the onboarding process and access to budgeting tools• Formed a firm marketing plan that included a website, social media, print media, and frequent email contact which keeps clients engaged and boosts the firm’s exposure to prospective clients