Stephen Hogan Email and Phone Number

• Determine the prices at which securities should be syndicated and offered to the public.• Present oral or written reports on general economic trends, individual corporations, and entire industries.• Financial modelling• Worked on IPO's, capital raisings and mergers

• Managed over $50Mil in assets• Build and maintain client accounts, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.• Sell financial products such as stocks, bonds, ETF's, options• Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations

• Sell financial products such as stocks, CFD's and options• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Research and investigate available investment opportunities to determine whether they fit into financial plans.

• Started as client services officer and promoted in 6 months to team leader• Supervising and managing 25 staff