
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
• Provided personalized financial guidance and recommendations to clients to achieve their goals through detailed planning
• Conducted in-depth research and analysis on investments, markets, tax strategies and retirement solutions
• Collaborated with advisors to develop comprehensive financial plans addressing clients' full range of needs
• Utilized financial modeling tools and expertise in portfolio management, asset allocation and regulatory compliance
• Analyzed financial markets through fundamental and technical analysis methods.
• Assisted clients with account management, trade execution, and investment guidance.
• Executed buy/sell orders for various securities like stocks, bonds, and options.
• Utilized trading platforms to monitor markets and place trades efficiently.
• Acquired knowledge of market dynamics and trading strategies from senior brokers.
• Conducted research and analysis on companies, industries, and economic factors.
• Performed fundamental analysis using financial statements and quantitative data.
• Utilized data analysis tools for financial modeling and valuations.
• Prepared analytical reports and investment recommendations.
• Gained exposure to financial modeling and report writing from senior analysts.
• Monitored market developments and regulatory updates.
Academic Project
• Students Exchange Program ( Economics of Marmara University)
• Feasibility Study ( Tech builders company)
• Application of Analysis of Investment & Management of portfolios