David Alimi
Financial Advisor at Merrill Lynch. Honorary Member of National Society of Leadership and Success (Sigma Alpha Phi)
- Role
- Financial Advisor at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David Alimi
Experienced manager with a demonstrated history of working in the Financial industry. Skilled in analytical Skills, project management, sales, customer relationship management (CRM), management, and account management. strong marketing professional with a MBA focused in International Business management, Project Management, marketing, and related support services from Southern New Hampshire University.
Experience
Financial Advisor
Sep 2021 — Present · Houston, TX, US
Provide comprehensive financial planning and investment advisory services to high net worth individuals and familiesDevelop customized investment and financial strategies to help clients achieve their financial goalsStay up-to-date on financial markets, products, and legislation to best serve client needsBuild and maintain strong client relationships through excellent communication and customer serviceIdentify opportunities to expand client base through referrals, events, and networkingPartner with other Merrill Lynch professionals to deliver full-service capabilities to clientsMaintain proper licensure as requiredAdhere to all company and industry compliance regulations and ethics
Education
Southern New Hampshire University
Masters of Business Administration, International Business
2017
Western Governors University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
2012
Skills
- Microsoft Office
- Sales
- Analytical Skills
- Business Intelligence
- Strategic Planning
- Finance
- Business Relationship Management
- Portfolio Management
- Loans
- Retail Banking
- Risk Management
- Investment Banking
- Project Management
- Microsoft Outlook
- Leadership
- Account Management
- Financial Planning
- Software Installation
- Time Management
- Management
- Sales Management
- Financial Analysis
- Salesforce.com
- Credit
- Software Quality Assurance
- Sales Operations
- Customer Retention
- Customer Service
- Business Process Improvement
- Business Acumen
- Customer Relationship Management (Crm)
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.