Jean-Baptiste Afflack Email & Phone Number

Rancho Cucamonga, California, United States

As an independent Financial Advisor, I can help you break down your financial goals into small, manageable steps so you can understand your options, make informed decisions, and take action towards a more secure future. Let's sit down and work together.

Garden City, Ny And Los Angeles, Ca

Actively provide investment consultation to clients.Allow clients to monitor portfolio via Interactive Brokers.Investments range from Future Contracts, Options, ETFs, and Mutual funds.Design investment portfolio to tailor to clients’ needs and timeframe for retirementAnalyze markets to track fluctuations and volume changes

Alpharetta, Ga

Serviced and educated clients about their accounts including but not limited to balance inquiries, transfer of assets as well as guidance to locate the performance of assets on websiteAlways taking the time to actively listen to clients concerns and/or situation to provide quick and efficient solutionsAcquired knowledge of operating resources for many different departments such as Tax/Retirement and Corporate Services in a high demand atmosphere to properly handle clients requestEstablish great relations with effective approach to engage clients to seek alternate investment advice and/or consolidationEngaged over $11 million of closed assets within the first three quarters of 2014 with quick and effective interactionsWorked with Stock Plans department to service corporate clients as well as employees of the corporationAs a Stock Plan representative, I assisted international/domestic employees of corporation by providing detailed direction within account online with verbal instructions of the operations in which they may view and execute trades with what they are rewarded, purchased, and/or exercised

Garden City, Ny

Evaluation of S&P, Nasdaq, And Dow IndicesResearching through all indices for broker to enter most potential positions in stocks, options, futures, and EtfsTaking positions designed by breakout methods and scalping to secure profitsMaintain gains and minimize losses to grow equity in all accountsResponsible for following trends and rallies

Melville, Ny

Responsible for managing administrative tasks throughout the law firmHandling attorney’s accounts receivable and managing outgoing invoicesConsistently completed all projects by requested deadlinesExtensively organized client’s pleadings, discoveries, and information in detailed filing systemStoring long term files and maintaining availability with MS AccessData entry for litigation and general filing for clients and attorneys within MS Excel spreadsheetAnswer client inquiries in a professional and courteous manorSending and distributing faxes and photocopying documents