Trevor Faulk

Location

Ithaca, NY
Greenwich, CT
Education
    Cornell University
    August 2017 - May 2021
    degree
    Bachelor's
    major
    Applied Economics
Work Experience
    SW Group
    Client Associate JP Morgan
    Greenwich, CT, US
    September 2022 - present
    company
    SW Group
    title
    Client Associate JP Morgan
    overview
    - Led sprint to implement backend reporting and operational setup for critical wealthmanagement - Maintained resilient and client-focused objectives during widespread business uncertainty - Consistently and effectively managed the relationships and priorities of clients, external - Prepared over 100 client-facing presentations pertaining to investment performance and client-specific items for action and attention - Appraised managed portfolios and identified allocations across the business needing targetadjustments - Systematized previously manual reporting processes to continuously integrate private
    Gartner
    Business Associate Finance
    Stamford, CT, US
    June 2021 - July 2022
    Topline Pro
    Product Intern
    New York, NY, US
    July 2020 - February 2021
Skills
Languages
EnglishSpanish
Skills
Applied EconomicsBackendBusiness CorrespondenceBusiness DevelopmentBusiness Process ImprovementCommunication SkillsEmployee OnboardingFinancial SecuritiesInvestment PerformanceKnowledge of CampaignsKnowledge of FinanceManagement of StressMarketingMicrosoft AccessMicrosoft OfficePresentationsPython (Programming Language)Qualitative AnalysisSalesSeries 66 Uniform Investment Adviser : Combined State Laws LicenseSeries 7 General Securities Representative License (Stockbroker)Service OrientationSQL DatabasesStakeholder ManagementUser FeedbackVba Programming Language