Jonathan Velez Email & Phone Number

New York City Metropolitan Area

Work directly with Portfolio Manager/Managing Partner who manages 7B+ in assets and over 1,200 discretionary accounts. Account types include margin (with short selling), retirement, trusts, foundations, estates and custodian.Have direct contact with all clients to provide any and all client services including but not exclusively:-Opening and closing accounts -Account transfers (ACAT's, DTC's)-Process distributions from various retirement and trust accounts, cash wires and stock gifts-Monitor class actions and corporate actions-Maintain detailed notes of written, electronic and verbal client contact-Handle documentation and address updates-Oversee performance reports for various managers as well as distribution of Quarterly Letters to clients.Clients range from high net worth to average investor as well as multi generational family accounts. Additionally work directly with portfolio managers and trading room to run multiple daily allocations for all client trades. Execute portfolio rebalancing including raising funds for client fund requests. Domestic and foreign securities traded. Monitor daily activity of accounts while interacting with clearing firm back office staff to resolve any account issues and discrepancies. Proficient in Sales Force client and account system as well as NFS' Streetscape client systems.

Pennington, New Jersey

Accurately processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals, and option exercisesOffering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detailAssisting clients with inquiries about their accounts and retirement goalsDemonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environmentClient-facing for over four million participants in Retirement and Benefit Plans

Greater New York City Area

Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.Provide information/education to clients about the purpose and details of financial products, services and strategies.Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.Contact clients periodically to determine if there have been changes in their financial status.Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

New Jersey

• Build, maintain, and grow client relationships • Understand client financial needs and best guide them to achieve financial success through the creation of a financial roadmap •Acquire and retain mass affluent client relationships by providing relevant financial solutions to meet client needs. • Consistently exceed service and sales goals

New York, New York

• Performed technical analysis to determine market trends in the major 8 currency, oil, gold, and silver markets • Execute profitable currency trades across the foreign exchange markets based on market research • Generated $250,000+ in sales for the firm over course of one quarter • Issued weekly comprehensive reports illustrating market views and intended trading decisions • Develop and implement risk management strategies focused on allocating funds through the market based on account size, risk tolerance, financial goals, and market environment to maximize returns and limit risk • Trained 100+ FOREX traders on trading methodology