Ramin Mahdavi Email & Phone Number

1585 Broadway

WM Capital Markets - Taxable Fixed Income Sales Associate

Manhattan, New York

• Providing tailored financial strategies encompassing retirement planning, investment management, tax optimization, and estate planning through detailed assessments and analysis• Offering continuous guidance to clients, adapting strategies to accommodate life changes, market fluctuations, liquidity needs, and regulatory updates• Utilizing sophisticated financial modeling tools to forecast scenarios, analyze asset allocations, and optimize portfolio performance while managing risk• Mentoring junior team members, enhancing their professional development and ensuring the delivery of top-tier financial planning services, while effectively communicating complex financial concepts to clients

Manhasset, New York

• Prepared annual budgets and profit/loss statements for over 500 commercial properties in collaboration with the senior bookkeeper• Calculated financial performance indicators to forecast future expenses and track budget deviation for specific properties• Maintained organized and up-to-date documentation of accounts payable transactions, ensuring audit readiness and compliance with internal controls and regulatory requirement

Hempstead, New York

• Collaborated closely with the District Attorney to provide advocacy and support services to youth involved in the criminal justice system• Conducted thorough assessments of youth clients’ backgrounds, circumstances, and needs, advocating for appropriate interventions and services to address underlying issues and promote positive outcomes