Investment Specialist
- Handled a client base of approximately 350, overseeing a total capital of $180,000, by leveraging robust client relationship management strategies to enhance satisfaction and maintain long-term relationships.- Presented comprehensive financial analysis and modeling, market research, and investment strategy recommendations to clients, resulting in over 30% Return on Investment.- Applied negotiation skills to lead and work with team in organizing events drew over 100 clients, boosting company visibility and reaching an 80% conversion rate.- Employed negotiation skills to lead and collaborate