Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian Nimr

Walnut Creek

Summary

Detail-oriented financial advisor with strong skills in investment performance analysis and strategy. Proven ability to optimize portfolios and enhance client service through analytical insights.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Investment Associate Intern

Waldron Partners
Alamo, CA
03.2021 - Current
  • Developed comprehensive financial plans tailored to client goals and risk tolerance.
  • Analyzed investment portfolios, providing actionable insights for optimization and performance enhancement.
  • Collaborated with senior advisors to refine compliance procedures and improve client service standards.
  • Streamlined reporting processes, enhancing accuracy and efficiency in client deliverables.

Sales Associate

Travis Mathew
Walnut Creek, CA
07.2020 - 08.2021
  • Assisted customers with product selections and inquiries to enhance shopping experience.
  • Maintained inventory accuracy through regular stock checks and replenishment efforts.
  • Collaborated with team members to achieve monthly sales targets and improve customer satisfaction.
  • Demonstrated product features and benefits to effectively drive sales conversions.

Education

Master of Science - Finance

Saint Mary's College of California
Moraga, CA
09.2023

Bachelor of Science - Marketing & Finance

Saint Mary's College of California
Moraga, CA
05.2022

Skills

  • Investment performance analysis
  • Investment strategy
  • Equity markets
  • Due diligence

Certification

Securities Industry Essentials (SIE)

General Securities Representative (Series 7)

Uniform Combined State Law Examination (Series 66)

Timeline

Investment Associate Intern

Waldron Partners
03.2021 - Current

Sales Associate

Travis Mathew
07.2020 - 08.2021

Master of Science - Finance

Saint Mary's College of California

Bachelor of Science - Marketing & Finance

Saint Mary's College of California
Brian Nimr