Dylan King, Cfa Email & Phone Number

Scottsdale, Arizona, United States

Malvern, Pa

Scottsdale, Az

Developed a program to increase communication between the Margin team and Flagship (High-Net-Worth) department in order to educate on the benefits margin accounts provide to clients.Created programs in Visual Basic for Applications to: 1. Develop a database of volatile securities that is updated daily and highlights accounts that are close to or in a margin call for FINRA compliance. 2. Completed a Value at Risk analysis to understand the worst-case financial loss on individual securities that is used to address margin requirements for individual securities. 3. Created a Margin Interest Calculator to show how interest costs change as a result of the client moving margin balance brackets.

I provided quality customer service to both new and returning guests by creating a clean and welcoming environment. I also maintain positive employee relations through encouragement and positive reinforcement.

Scottsdale, Az

Actively supported a team of Bankers and Global Investment Specialists in order to provide high-net-worth clients comprehensive investment solutionsDeveloped clients’ Performance Reviews containing analysis of equities, fixed income, hedge funds, mutual funds and lines of creditCreated a database of prospective clients to assist Bankers in reaching high-net-worth individuals

Scottsdale, Az

Selected as 1 of 9 from 1500 applicants for the Arizona office to participate in the College to Corporate Internship ProgramAnalyzed data reports, held meetings with key stakeholders, and created a goal for the department for budgeting purposesPresented to members of top management recommendations about average handle time for future staffing purposes as well as coaching techniques we should implement in the futureCollaborated on a capstone project to devise a department specific internship to enhance the talent pipeline with a team of interns