Drilon Banishta

Highly skilled Investment Advisor with a strong background in Wealth
Management, seeking a challenging position to utilize my expertise in running
model portfolios, cultivating client relationships, and delivering exceptional
financial results. I have experience in management in various industries which has
given me skills that I have been able to later transition into my future roles.

I have spent my most recent years in an Investment Advisory role, from 2022-2024, where I connected with prospective clients and managed portfolios. I however have experience in managerial roles as well through work in the construction and restaurant industries which gave me skills that I was able to bring to the future of my career.

Passive Management LLC, New York, NY
Model Portfolio Manager
January 2022 – January 2024
Passive Management is a boutique Investment Advisory firm where I managed
taxable and non-taxable accounts as a model portfolio manager. I regularly
spoke with clients regarding their accounts as well as helping them discover and
reach any financial goals they may have.
• Managed a diverse portfolio of clients, providing comprehensive
investment advisory services.
• Developed and executed investment strategies tailored to individual
client goals, resulting in consistent growth and favorable returns.
• Conducted thorough market research and analysis to identify suitable
investment opportunities and mitigate risks.
• Ran model portfolios and ensured compliance with regulatory guidelines
and industry best practices.
• Actively prospecting for new clients and cultivating strong relationships
with existing clients to enhance satisfaction and retention.
• Collaborated with a team of professionals to deliver exceptional
customer service and exceed client expectations.

Core Scaffolding, New York, NY
On Site Supervisor
January 2021 – June 2021
• Oversaw on-site operations, ensuring adherence to safety protocols and
project deadlines.
• Coordinated with project managers, contractors, and clients to facilitate
seamless execution of scaffolding projects.
• Led a team of workers, providing guidance, training, and support to
achieve project objectives.
• Monitored project progress, identified potential issues, and implemented
corrective measures to maintain productivity and quality standards.
• Prepared project reports, including progress updates, financial analysis,
and risk assessments.
 

Angelina’s Ristorante, New York, NY
Head Waiter (Maître d')
November 2018 to December 2020
• Demonstrated strong leadership and managerial skills in overseeing daily
operations of the restaurant.
• Supervised and trained waitstaff, ensuring excellent customer service and
satisfaction.
• Managed reservations, seating arrangements, and customer inquiries,
resolving issues promptly and efficiently.
• Collaborated with kitchen staff to ensure smooth and timely service,
maintaining high standards of food quality.
• Developed and implemented effective strategies to maximize table
turnover and optimize revenue.

Bachelors Degree in Business Administration with a Concentration in Finance from the College of Staten Island