Austin Saremi

Account Executive at Crexi
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Contact Information
us****@****om
(386) 825-5501
Location
Santa Monica, California, United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Series 66
    NASAA
    Feb, 2019
    - Nov, 2024
  • Life and Health Insurance License
    California Department of Insurance
    Oct, 2018
    - Nov, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Crexi
    • United States
    • Software Development
    • 200 - 300 Employee
    • Account Executive
      • Mar 2023 - Present

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Aug 2021 - Mar 2023

    • Investment Consultant
      • Feb 2020 - Aug 2021

    • Workplace Planning and Advice Consultant II
      • Sep 2019 - Feb 2020

    • Workplace Planning and Advice Consultant I
      • Apr 2019 - Sep 2019

    • Workplace Planning Associate
      • Oct 2018 - Apr 2019

      Series 7Series 66

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Equity Performance Analyst
      • Oct 2017 - Oct 2018

    • Syndicated Bank Loan Specialist
      • Jul 2016 - Oct 2017

      -Responsible for reconciliation of multiple client funds which use syndicated bank loans as an asset-Control Multi-currency based funds which require foreign exchange transactions-Update & settle bank loan trades through communication with clients-Advanced proficiency with Microsoft suite (Excel, Outlook, Word, Powerpoint)-Create & apply domestic & foreign money wires -Generate daily/monthly/quarterly reports using different computer applications such as macros/multi-currency horizon/Wall Street Office which are turned into client deliverables-Work in a fast-paced, deadline oriented, team atmosphere to create high client satisfaction Show less

  • Harbour Capital Corporation
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Lead Generator Intern
      • Sep 2015 - Dec 2015

      -Create sales opportunities by actively calling businesses in regards to financing business equipment and working capital -Communication skills come into effect in a constant effort to build a business relationship -Offer financing of all business equipment needs for growing businesses -Create sales opportunities by actively calling businesses in regards to financing business equipment and working capital -Communication skills come into effect in a constant effort to build a business relationship -Offer financing of all business equipment needs for growing businesses

Education

  • University of New Hampshire
    Bachelor of Business Administration (B.B.A.), Finance
  • Bishop Guertin High School
    Private Catholic High School Nashua, NH

Community

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