Gregory Nagy Email & Phone Number

Greater Seattle Area

Greater Seattle Area

Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs Adapt to client preferences using a conversational style Understand and proactively identify leading indicators of client attrition and mitigate Align Merrill Lynch products and services where appropriate Consistently identify client opportunities and engage key partners as needed Ability to grasp and apply complex technical material quickly Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch

• Operate in a fast paced environment with 50-60 calls per day.• Build client relationships with honest and pressure free advice.• Provide retirement account information and insight.• Educate clients with regards to Stocks, mutual funds, ETF’s, Bonds, and other investment alternatives.• Analyze market trends and place trades for clients.• Research Cost-Basis of accounts.• Grow company assets through in-depth client conversations.

• Responsible for coverage of all Apple Store locations in the Valley.• Submit incident reports and conduct investigations.• Conduct live physical surveillance of customers.• Reduced SHRINK in all store locations.• Educate associates about loss prevention and fraudulent purchases.• Investigate fraudulent transactions and returns.• Maintain strong relationships with financial institutions for investigative work.• Partner with various law enforcement organizations, including FBI and Secret Service.

Bachelor Of Arts (B.A.), History

Certificate Of Completion, Network Technician