brett gavin

support advisor

About

Finance Professional with a history of working in the Investment Banking & Financial Advisory industry. Skilled in ThomsonOne, Microsoft Word & Excel, Bloomberg Software, Salesforce and Thomson Reuters Eikon. Possesses a passion for Equities and trading on Capital Markets. Graduating with a Bachelor's degree in Finance from Menlo College in May 2020.

Country

united states

City

san jose

Industry

investment banking

Skill

customer service, teamwork, microsoft office, microsoft excel, microsoft word, microsoft powerpoint, customer satisfaction, time management, jonas, bloomberg software, capitaliq, pitchbook, thomson reuters eikon, thomsonone, trading, microsoft outlook, bloomberg, salesforce.com, financial modeling, financial advisory, financial analysis, sales, javascript, td ameritrade, thinkorswim, equities, capital markets, google analytics, bartending, marketing, interpersonal skills, pivot tables, organization skills, problem solving, investments, trading systems, excel models

Experience

food and beverage supervisor

menlo country club

2016-6 - 2018-12 · 2 yrs 7 mos

bartender

menlo country club

2014-9 - 2016-6 · 1 yr 10 mos

field sales manager

vector marketing

2013-5 - 2013-8 · 4 mos

* Identified prospective customers by utilizing neighborhood and personal connections and thereby built a steady cliental base * Winner of “Fast Start” Competition with $27,897 in sales in first 10 days * Over $85,000 in sales for the summer