Private Wealth Management: Portfolio Consultant (3 years), Senior Sales Analyst (3 years), Investment Advisor (5 years) ➢ Team member of successful Benelux team ➢ Served as the primary contact for several family offices, institutional, private bank, and high net worth clients whose principal activities were asset management, investment advice, foreign exchange, securities trading and margin credits. ➢ Acted as a key liaison between clients and various departments within the firm, including receiving communication from the firm's research department and delivering it to the clients in a way that was understandable and efficient. ➢ Organized and led meetings with clients and the firm's top equity analysts and strategists. ➢ Handled trade executions (equities, ADRs, Spyders, WEBS, bonds, options) and cash management for discretionary clients. ➢ Focused on maximum profitability, including control of expenses. ➢ Gained expertise across the entire customer cycle with an ability to motivate a team. ➢ Coordinated and trained a team of assistants to ensure that various client tasks were being performed accurately and timely to ensure compliance in the fiduciary, regulatory, documentation and processing categories. ➢ Created close working relationships with other parts of the organization that resulted in cross-selling opportunities. ➢ Member of 15-man Advisory Group (AG) that devised and formulated the marketing strategy for Private Wealth Management in London.