Jonathan Gershuny

• Conducted in-depth interviews to assess clients' financial situations and risk tolerances.
• Developed and executed strategic financial plans across diverse investment portfolios.
• Analyzed client financial information to recommend customized investment strategies.
• Strengthened client relationships through routine portfolio reviews and progress reports.
• Educated clients on benefits of stocks, bonds, and mutual funds to enhance understanding.
• Recruited high-performing managers, significantly boosting revenue generation.
• Ensured compliance with securities trading regulations at all times.
• Identified diversification opportunities aligned with market trends and conditions.

• Developed strategies to assist clients in achieving financial objectives.
• Conducted client interviews to evaluate income, expenses, and investment goals.
• Managed client portfolios to optimize returns while adhering to risk tolerances.
• Coordinated with attorneys and accountants for targeted wealth management projects.
• Monitored investment performance and recommended adjustments as needed.
• Created detailed reports tracking portfolio progress over time.
• Identified process improvements and implemented necessary changes.
• Recruited new clients through proactive marketing and referrals.

• Achieved branch profitability through strategic financial management and performance monitoring.
• Grew business banking relationships via proactive outreach initiatives.
• Resolved escalated customer complaints efficiently, enhancing satisfaction and loyalty.
• Provided guidance to team members for effective problem resolution and customer service.
• Managed staff hiring, training, and scheduling processes for operational efficiency.
• Participated in community events to enhance brand visibility and engagement.
• Transitioned revenue model from transactional to % annuity revenue, improving financial stability.
• Recognized as Branch of the Year 2014 with highest new accounts and largest managed account increase.

Established a robust high net worth client base through strategic networking.

Advised clients on derivatives, capital guarantee, and equity products to optimize investments.

Achieved Macquarie sales target of $500,000 within five months.

Transitioned client portfolio to annuity revenue, enhancing long-term profitability.

Minimized impact of global financial crisis on client assets through proactive management.

• Expertly managed client portfolios to maximize returns and maintain risk tolerances.
• Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
• Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
• Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
• Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
• Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
• Performed periodic reviews of existing portfolio holdings to ensure they are meeting client objectives.
• Developed and deepened relationships with new and existing clients to advance progress and improve business.
• Recommended strategies to clients to help achieve financial goals.
• Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
• Coordinated and participated in group presentations on financial services to attract new clients.
• Grew assets under management through referrals and new business opportunities.
• Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
• Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
• Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
• Facilitated estate planning and wealth transfer strategies to meet clients' legacy and philanthropic goals.
• Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning.
• Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
• Identified needs of customers promptly and efficiently.

• Monitored market trends and competitor strategies to identify cost-reduction opportunities.
• Evaluated financial resources and creditworthiness for investment viability.
• Analyzed data from diverse sources to inform stock selection decisions.
• Advised clients on tax implications associated with various investment types.
• Reviewed client portfolios to assess risk and recommend adjustments.
• Prospected potential partners to develop tailored investment plans as a financial advisor.
• Conducted thorough research on companies and industries for accurate stock market analysis.
• Executed buy and sell orders based on clients' specific needs and objectives.

• Approached customers and engaged in conversation through use of effective interpersonal and people skills.
• Recognized by management for providing exceptional customer service.
• Updated and maintained databases with current information.

• Provided innovative solutions that significantly improved team performance and outcomes.
• Conducted thorough system analysis and testing to identify and resolve technical inefficiencies.