Marcus Edén, Almi®, Acs® Email & Phone Number

Garden Grove, CA, US

Newport Beach, California, United States

Aliso Viejo, California, United States

Garden Grove, California, United States

Professional photographer and videographer (able to also provide drone video) with an emphasis on personal/corporate branding by providing content for various social media platforms. Skilled at working with both natural lighting as well as studio lighting. I am vastly familiar with Photoshop, Premiere Pro, and Lightroom. Highly organized, and often.

Newport Beach, California

Managed partner relationships for regional/wire house broker dealers. Monitored and analyzed partner productivity and effectiveness, and identified opportunities for expansion within customer base. - Department SME for Microstrategy, MS Teams, and Excel.- Project Lead for CRM conversion and integration with SalesForce. Developed procedures and led team.

Fountain Valley, CA

Managed relationships with account holders as a trusted financial advisor. Monitored market trends and sales data to target opportunities to increase AUM (Assets Under Management). - Consistently grew book of business 10-15% YoY through onboarding new clients and consolidating outside assets.- Mentored and onboarded new Financial Advisors. Developed.

Buena Park, CA

As a part of the wealth management team, supported Senior Advisors to support and manage high net-worth accounts. Answered client inquiries, analyzing portfolios, making recommendations, and acting as primary contact. Closely examined equity and fixed income markets, evaluating trends and assess data to find investment opportunities. - In a 12-month.

Buena Park, CA

Conduct analysis of financial statements to develop financial strategy for retail investors. Work with clients in a proactive manner to realize financial objectives and reevaluate progress as needs change and situations arise. Identify opportunities for client acquisition through cold calling, networking and mailing.

Uppsala, Sweden

• Consulted with clients about trust and estate planning to assist with building wealth. - Performed research and analysis on numerous issues of family law as well as contract law and drafted memorandums providing.
• Drafted contract proposals and division of assets agreements.

Sweden

Completed extensive research and analysis, utilizing both internal and external resources. Drafted memorandums for company headquarter. Served as platoon commander for 40+ recruits.

Ostersund, Sweden

- Sales analysis of daily sales performance, tracked using financial models to compare to see progression toward quarterly goals. - Managed and supervised cash handling. - Supervised inventory control in order to obtain a lower COGS and greater inventory turnover.

Ll.M.

Education record

Bs

Course Work

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