1411, County Drive, New York City, NY.
sarahconnely@bankers.com
0017489902748
CV Picture
Sarah Connely
Investment Banker
I am a performance driven investment banker who has significantly worked with passion and dedication to build strong customer relations. This has resulted in better investment deals and maximization of revenue growth. I have led teams and motivated them to build investment clients and work in order to exceed our own revenue records. I wish to work in a bank where challenges are welcomed and dedication and passion are appreciated. I know I can positively add to a workplace and I wish to learn more from it.
Work Experience
(Jun 2015 - Present)
The Investment Bank
Senior Investment Manager

Responsible for growig revenues and providing financial solutions to high net worth clients. I am also responsible for training my team to deliver the best customer service and provide helpful answers to all clients. My responsibilities include training my team to retain regular account holders and sell investment products to more clients in order to increase the bank's lient base and revenue growth.

(Oct 2010 - May 2015)
Bank of the East
Investment Banker

Responsible for driving the investment team to build strong relationships with high net worth clients. Better customer service and facilitation was taught to the team. I was in charge of developing strategic financial solutions for individual clients.

(Jan 2003 - Jan 2010)
New York Bank
Investment Consultant

Successfully built clientele and maintained existing accounts while yielding revenue growth. I was responsible for staying abreast stock market trends and answering clients' queries regarding their investment scopes. I was also responsible for suggesting investment options and updating records.

Education
(2000 - 2002)
State University New York
Masters of FInance and Banking
Excellent performance in University.
(1996 - 2000)
School of Finance and Accounts
Bachelors of Finance
Grade A student.
Achievements

Won top graphic designer award in uinversity in 2013.

Illustrator award in 2012.

New Business development in 2013

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Technical Skills
0
 
5
 
  • Customer Relations
    • 1.
    • 2.
    • 3.
    • 4.
    • 5.
  • Investment Foresight
    • 1.
    • 2.
    • 3.
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    • 5.
  • Stock Market
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    • 2.
    • 3.
    • 4.
    • 5.
  • Financial Analysis
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    • 2.
    • 3.
    • 4.
    • 5.
  • Market Analysis
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    • 2.
    • 3.
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    • 5.
  • Investment Package Design
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    • 2.
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    • 5.
  • Accounts and Balance
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    • 2.
    • 3.
    • 4.
    • 5.
  • Team Builder
    • 1.
    • 2.
    • 3.
    • 4.
    • 5.
  • Leadership
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    • 2.
    • 3.
    • 4.
    • 5.
  • Motivation
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    • 4.
    • 5.
  • Data Analysis
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    • 3.
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    • 5.
  • Strategic Planning
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    • 3.
    • 4.
    • 5.
  • Presentation Skills
    • 1.
    • 2.
    • 3.
    • 4.
    • 5.
Languages
 
English (US)
Native or Bilingual Proficiency
 
Dutch
Elementary Proficiency
 
Italian
Elementary Proficiency
Personal
 
Skype
sarahconnely
 
Nationality
United States
 
Date of Birth
1977/10/02
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