Reynaldo Soares
Registered Private Wealth Client Associate | Investments | FINRA Series 7 & Series 66 | High Net Worth & Ultra High Net Worth
- Role
- Registered Private Wealth Client Associate at Merrill Lynch
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Reynaldo Soares
Profissional do mercado financeiro, multilíngue, com ampla vivência internacional em funções ligadas a Wealth Management, servindo famílias de High Net Worth e Ultra High Net Worth, oferecendo customer service diferenciado e personalizado. Graduado em Administração de Empresas, pós-graduado (MBA) em Gestão. Possuo certificação no mercado financeiro dos Estados Unidos com FINRA Series 7 & Series 66. Busco atuar na área de Wealth Management ou Private Banking, focado em Assets, Corretoras, Family Offices e Bancos de Investimentos. Fully licensed securities broker, multilingual, MBA graduate, experienced at analyzing client’s financial needs and helping them achieve goals through sound financial management. Provided personalized customer service experience to High Net Worth and Ultra High Net Worth families.
Experience
Registered Private Wealth Client Associate
May 2023 — Present
Series 7 Licensed.• Series 66 Licensed.
Education
University of West Florida
Master of Education, College Student Personnel Administration
2005 — 2007
Barry University
Master of Business Administration (M.B.A.), Business Administration and Management, General
2014 — 2015
University of West Florida
Bachelor of Business Administration (BBA), Business Administration and Management, General
2002 — 2005
Skills
- Student Development
- Student Affairs
- Residence Life
- Student Engagement
- Higher Education
- Student Leadership
- Public Speaking
- Microsoft Office
- Program Development
- Staff Development
- Career Counseling
- Leadership
- Student Services
- Training
- Resume Writing
- Academic Advising
- Community Outreach
- Spanish
- Customer Service
- Teamwork
- Staff Recruitment
- Recruiting
- Staff Training
- Talent Scouting
- Contract Negotiation
- Negotiation
- Presentations
- Group Presentations
- Office Management
- Office Administration
- Team Management
- Hiring
- Foreign Languages
- Business Management
- General Management
- Life Insurance
- Term Life Insurance
- Whole Life
- Health Insurance
- Disability Insurance
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