Está en la página 1de 2

ALEXANDER TUCH 511 E 80th st apt 4A New York, NY 10075 at13955ae@westpost.

net Cell (310) 490-1238 Analytical and entrepreneurial Financial Professional with business development experience in team and independent environments. Consistently demonstrate an ab ility to cultivate relationships with clients and colleagues. Goal-oriented and results driven personality required to take initiative, and to identify unique marketing opportunities. Looking to continue to develop analytical valuation ski lls and gain more knowledge of financial markets. PROFESSIONAL EXPERIENCE Merrill Lynch August 2009 - Present September 2008- January 2009 Financial Advisor: Developed and maintained relationships with clients; managed client assets; performed comprehensive financial analysis and planning; worke d with a team of financial advisors on business development, asset allocation mo dels and securities analysis. Wealth Strategies Group an Office of Metlife March 2009-June 2009 Financial Planner: Worked with prospects and existing clients on Financial Pla ns and Asset Allocation, identified marketing opportunities for the firm, culti vated alliances with other industry professionals, developed extensive product knowledge, and collaborated with fellow financial planners on risk management, wealth accumulation, tax planning, retirement planning and estate planning stra tegies JuiceBox Skateboards LLC June, 2006-December 2008 Chief Financial Officer and Treasurer: Conceived and founded the LLC; researched and assessed market opportunities; conducted accounting of all business transac tions including the preparation of tax returns; made executive decisions regardi ng the allocation of capital; researched and developed products; established adv ertising and marketing strategies; cultivated and nurtured business relationship s; maintained liaisons with a team of lawyers and accountants. Provident Financial Management June 2005-August 2005 Accounting Intern: created spreadsheets and generated reports based on corporate financial information provided; prepared corporate tax returns; calculated acco unting information for individuals and companies. Mammoth Mountain Dec.2006-March 2007; Dec. 2005-March 2006 Snowboard Instructor: Assessed client abilities; taught clients to strengthen ex isting skills and acquire new techniques; initiated and maintained recurring rel ationships with clients. Camp United in Harmony Augus t, 2001-present (A nonprofit volunteer organization dedicated to providing homeless children wit h a weeklong, sleep-away camp experience in the Santa Monica Mountains.) Volunteer: Raised funds to help finance the camp; developed new programs to serv ice an expanding number of campers; managed camp counselors, campers and the ove rall camp program. Licenses

Series 7, Series 66, and Insurance for CA, NY and NJ. EDUCATION University of California, Santa Cruz B.A. in Business Management Economics, 2008 Course of note: Received an A in Entrepreneurship and Venture Initiation (Gradua te Level at UCLA) Activities: Worked 20 hours per week on personal business JuiceBoxSkateboards LL C (see above) INTERESTS Traveling extensively (Israel, New Zealand, Spain, Italy, France, England and Ca nada), Snowboarding, Skateboarding, Playing Hockey, Distance running, Playing ha rmonica, Participating in Toastmasters International and Restoring and Customizi ng classic cars and trucks.

También podría gustarte