Mardochée D.

About Mardochée D.

As a Wealth Management Expert and Investment Advisor, I have over 12 years of experience in providing customized and strategic investment solutions to high-net-worth clients. I am also a CFA Candidate, which demonstrates my commitment to excellence and ethics in the finance and investment advisory industry.I excel at analyzing clients\' portfolios, assessing their risk profiles, and recommending optimal asset allocations that align with their objectives and expectations. I also leverage my knowledge of the capital markets, economic trends, and financial instruments to create income opportunities and optimize returns for my clients. Additionally, I contribute to the growth and diversification of the business by acquiring new clients and assets, and by coaching and training new recruits. I value building and maintaining strong client relationships, and I pride myself on delivering prompt and responsive service. I am passionate about wealth management and investment advisory, and I enjoy working with a team of talented and dedicated professionals.

Experience

1. Investment Advisor

   Citi

   Nov 2016 — Present · New York, NY, US

   Acquired $95M in new business during tenure through persistent, knowledgeable communication with prospective clients and developed strong client relationships by providing prompt responses to all client service requests• Recommended strategic investment solutions for new and existing clients, servicing more than 275 relationships and $3.9B in total market value• Analyzed clients’ portfolios to assess how much cash was necessary for safety purposes and advised clients to invest the remaining funds, including capital market strategies to create income from volatility for suitable investors• Altered client portfolio composition to replace some debt with equity, increasing the portfolios’ exposures to unstoppable trends in the overall equity portfolio; proposed the best yield opportunities in fixed income holdings• Developed disciplined long-term investment plans by identifying an appropriate mix of global asset classes to hold in a client portfolio, which shapes the clients’ returns and the amount of risk they take• Utilized strategic asset allocation methodology to forecast asset class returns over a ten-year horizon while periodically rebalancing portfolios through tactical asset allocation, minimizing risks and maximizing returns• Presented bi-weekly market and product updates to more than 100 Private Bank employees regarding the impact of new trends and events on clients’ portfolios• Maintained client portfolios on the portfolio management system, including the daily balancing of accounts against Pershing, reconciling DVP accounts, and verifying the accuracy of cost basis information• Analyzed economic trends and activities and advised investors on the effects of those trends on their portfolios, recommending changes as necessary to ensure that all client portfolios remain within the clients’ financial goals

Education

• Binghamton University

  Bachelor's degree, Economics