Manage client account, review weekly sales repoert, update projections for upcoming P&L numbers.
financial, New York, NY - November 24, 2015
I had a great experience working for this employer. The DM was very motivative and always theer for the employee. I have earned lots of experience managing high volume data, communicating with client with busienss and financial related matter. worked closely with the IT team and also the financial advisor for investement related products.