Open to opportunities

David Mar

@davidmar

I support wealth management operations through portfolio research, trade execution, client service, and Salesforce reporting.

United States

Message

What I'm looking for

I'm looking for a role where I can apply financial research, account operations, client service, and reporting skills to support growth, accuracy, and strong client outcomes.

I've supported two Edward Jones advisors and approximately $115M in assets under care, researching portfolio performance, fees, and asset allocation while building Morningstar hypothetical reports.

As a Registered Branch Associate, I gather suitability information, execute roughly five securities trades daily, and conduct annual client reviews. Previously, I served more than 300 consumer investors as a Branch Office Administrator, maintaining about 95% client retention and managing account documentation in Salesforce.

At Washington Federal, I developed local small-business banking relationships, managed a client pipeline, and helped clients identify appropriate banking and lending solutions.

I'm a FINRA Series 7 and 66 holder with an MBA in Finance, Google Data Analytics certification, and hands-on reporting and analysis experience across Excel, Power BI, Tableau, SQL, Python, and R.

Experience

Work history, roles, and key accomplishments

Registered Branch Associate

Edward Jones

Jul 2025 - Jul 2026 (1 year)

Primary contact supporting two advisors and ~$115M in assets under care, up from ~$90M as revenue grew ~17% annually. Researched portfolio performance, fees and asset allocation, and built Morningstar hypothetical reports.

Salesforce Morningstar Portfolio Analysis Trade Execution