Summary
David A. Solomon
Professional Stock Broker, Financial Advisor & Investment Advisory that is goal getter and ability, capacity to improve financial lives of any individual.
- 5th Avenue, St Micheal's St, Lambert CSMF Office N0:23 FLM
- contact@davidsolomonsnow.com
Education
Master of Economics & Accounting
1990 - 1992
University of Cambridge
I am proud to say I obtained my Master's Degree from the University of Cambridge with Merit Hours Award
Bachelor of Economics & Accounting
1985 - 1989
Rochester Institute of Technology, Rochester, NY
I graduate from Rochester Institute of Technology, Rochester, NY with 1st Class.
Professional Experience
Account Manager
01/09/2020 - Present
J. W. COLE ADVISORS Inc, Chicago, IL
- Lead in the company data anaylization and digital assets gathering.
- Delegate tasks to the 7 members of the team and provide counsel on all aspects of the company's project
- Oversee the efficient use of production project budgets ranging from $10,000 - $50,000
Professional Experience
Client Relationship Manager
05/02/2014 - 01/09/2020
BMO Harris Financial Advisors, Inc, Chicago, IL
- Lead in the company data anaylization and digital assets gathering.
- Delegate tasks to the 7 members of the team and provide counsel on all aspects of the company's project
- Oversee the efficient use of production project budgets ranging from $2,000 - $25,000
General Financial Manager
12/22/2010 - 04/22/2014
PNC Investments, Chicago, IL
- Oversee the management of funds and generation company revenue using ditigal assets.
- Managed up to 5 projects or tasks at a given time while under pressure
- Recommended and gave consultation to clients on various trading and marketing proposals.
- Created a system of no-loss trading and digital asset management.
Financial Accountant
07/06/2005 - 12/03/2010
Chase Investment Services Corp, AURORA, IL
- Responsible for handing financial reports and payrolls.
- Management of Fund Disbursement
Personal Account Assistant
03/22/2005 - 07/06/2005
Banc One Securities Corporation, CHICAGO, IL.
- Responsible for assisting in the management of company funds.
- Engaged in teaching other young accountants
Financial Accountant
08/27/2003 - 04/01/2005
Natcity Investments, INC, CLEVELAND, OH
- Responsible for handing financial reports and payrolls.
- Management of Fund Disbursement
Personal Account Assistant
07/08/2002 - 08/18/2003
The Huntington Investment Company, COLUMBUS, OH
- Responsible for assisting in the management of company funds.
- Engaged in teaching other young accountants
General Financial Manager
04/27/2000 - 06/05/2002
Merrill Lynch, Pierce, Ferner & Smith Incorporated, NEW YORK, NY
- Oversee the management of funds and generation company revenue using ditigal assets.
- Managed up to 5 projects or tasks at a given time while under pressure
- Recommended and gave consultation to clients on various trading and marketing proposals.
- Created a system of no-loss trading and digital asset management.