kyle curran

senior vice president

About

Equities Research Sales Analyst at Jefferies

Country

united states

City

new york

Industry

financial services

Skill

insurance, sales, finance, management, microsoft office, strategic financial planning, customer service, training, financial analysis, powerpoint, marketing, outlook, series 7, microsoft excel, fixed annuities, time management, microsoft word, retirement, securities, financial planning, business strategy, new business development, team leadership, employee training, retirement planning, wealth management, equities, financial services, interpersonal communication skill, sales management, leadership, customer satisfaction, recruiting, analysis, estate planning, asset allocation

Experience

senior vice president

sales management trainee intern

enterprise rent-a-car

2012-5 - 2012-8 · 4 mos

* Awarded “Manager in Training Intern of the Summer for the Hudson Valley Region” based on rankings determined by productivity, sales quota, and success. * Received formal business training through classes; topics included: sales, reviewing financials, marketing, customer service. * Sold protection plans which increased insurance revenue and general revenue, exceeded sales goals. * Advised customers of options and upsold vehicles and protection plans, exceeded goals.

financial planning product specialist

morgan stanley

2013-9 - 2014-10 · 1 yr 2 mos

financial representative

northwestern mutual

2012-12 - 2013-5 · 6 mos

* Provide Personal Needs Analysis to assist potential clients in their financial planning goals * Provide expert guidance and innovative solutions to help meet a client's financial goals and objectives during every life stage * Customize insurance programs to suit individual clients, often covering a variety of risks; Life, Disability, Long Term Care, Annuities * Manage the underwriting process and regularly follow- up on client’s outstanding requirements by consulting the Daily Status Reports (DSR) and the New Business Department.Schedule underwriting requirements with clients. Set up medical appointments with various medical services . * Sales of multiple products to fit the clients’ specific financial needs

vice president - institutional equity sales

jefferies

2014-10 - Present · 12 yrs

Jefferies, the global investment banking firm, has served companies and investors for over 50 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Leucadia National Corporation (NYSE: LUK), a diversified holding company. Jefferies Group LLC's principal operating subsidiaries are Jefferies LLC in the U.S., Jefferies International Limited in Europe and Jefferies Hong Kong Limited in Asia. Jefferies International Limited is authorized and regulated in the United Kingdom by the Financial Conduct Authority.