Michael Constantine Email & Phone Number

New York, Ny, Us

• Analyzed catalyst-driven market data to strategically position private and public client capital. •Partnered with External Representatives to enrich fund raising and strategy awareness•Collaborated with Portfolio Management Team to utilize market trends to evaluate relative and absolute performance •Consulted with Wire House and Independent Broker Dealer Representatives to stimulate sales and institutional assets under management.•Periodically engaged with Institutional Clients to provide market updates and outlooks• Addressed Institutional Client concerns to maximize risk adjusted returns while hedging portfolio volatility and downside risk

New York, Ny, Us

Provided holistic comprehensive financial planning to private wealth clients· Proposed alternative strategies around protection and investment based assets· Formulated cash flow allocations to help clients meet savings and retirement goals· Collaborated with team members to ensure suitability of financial products and strategies· Managed over $5 Million in client assets· Assessed and analyzed client risk profiles for investment recommendations

Recorded customer proposal, architectural and structural requirements to meet drainage, water retention, and EPA compliance. Developed bill of materials required to meet customer specifications. Ensured catalog ready and custom fabrication requirements could be manufactured in a timely manner to meet quotation specifications. In charge of creating revenue vs cost of goods sold optimization with respect to customer quotations. Also, constructed cash management plans to maximize accounts payable and working capital management.

New York, Ny, Us

· Provided holistic comprehensive financial planning to help private wealth clients meet their financial goals· Developed and implemented innovative sales strategies and dialogues · Collaborated with Senior Advisors to obtain market knowledge and sales techniques· Determined customer suitability · Captured customer pain points and created financial solutions · Proposed alternative risk hedging and down side protection vehicles· Managed client assets through implementation of various tax-advantaged retirement and investment strategies

New York, New York, Us

Worked in Global Financial Solutions as part of Shared Services Division. Participated in Pfizer Collections team to organize and conduct payment collection from customers in Asian Pacific Region. Logged journal entries reconciling errors pertaining to the book value of Pfizer’s assets. In charge of recording foreign exchange transactions and managing futures and options contracts of raw materials purchased to manufacture pharmaceuticals. Processed purchase orders submitted by Pfizer’s customers for the sale of pharmaceutical drugs.

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Business Administration - Bba, Economics

Business, Mathematics, Spansh, Finance