Experience #9

Investment Advisor/Broker

Delta Financial Group Inc.

May 2010 – December 2010 (8 months)Astoria, New York

Independent brokers offering individual and personalized financial planning and brokerage services to a wide range of clients. I believe that independent advice is now more important than ever, with the larger firms either taking advantage of their clients, or suffering from a bad case of "group think" (probably a bit of both).

Activities/Responsibilities:
Portfolio analysis; Portfolio recommendations; Technical and fundamental analysis; Provide macro/micro-economic forecasts; Sector, investment, size, and timing selection; Clerical duties; Calling clients, prospects, and leads for a variety of reasons; Organized networking functions; Made appointments; General client service; etc. Grew client accounts between 15% and 40% depending on client aggressiveness.

(Open)1 recommendation

• 

  George Davis

  President at Davis Wealth Management, Inc. - Comprehensive Financial Planning For Families and Small Businesses

  It was truly a pleasure working with Albert. He has a passion for finance and is a very dedicated and hard worker. I hope to work with him again sometime in the future.View