| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEProfessional ExperienceChaseSeptember 30/2020-presentPrivate Client Advisor Analyzed investment opportunities and client needs; recommended appropriate strategies. Analyzed prospective clients investment portfolios and financial planning. Analyzed, drafted, edited, and delivered comprehensive financial plans to clients Attend Financial Advisor training and continued education sessions via the Broker/Dealer to stay current regarding products, solutions, servies, and policies. Attended company workshops or lectures and hosted daily huddles. Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Complied with all industry rule and regulations Developed and cultivated client base via prospected and serviced potential new clients Functioned as a primary trusted advisor to clients. Manage client communications and follow-up with clients' other advisors. Presented appropriate investment solutions, financial and wealth management services to clients. Prepared and delivered presentations/seminars to clients and prospects for business developments and education purposes. Provide cutting edge financial planning, tax, estate, and investments advice for the firm's client. Successfully overseeing 5 of Chase branch locations in and around the Smryna and Atlanta, Georgia area. Coach and partnered with personal bankers and licensed bankers on recommendations and educated them regarding investment products and services, and how to leverage the values and benefits we provide our clients-maximizing assets and building a comprehensive financial plan.Merrill LynchJuly 23/2019- September 30/2020Financial Advisor Analyzed investment opportunities and client needs; recommended appropriate strategies. Analyzed prospective clients investment portfolios and financial planning. Analyzed, drafted, edited, and delivered comprehensive financial plans to clients Attend Financial Advisor training and continued education sessions via the Broker/Dealer to stay current regarding products, solutions, servies, and policies. Attended company workshops or lectures and spoke to groups of potential clients when called upon. Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Complied with all industry rule and regulations Developed and cultivated client base via prospected and serviced potential new clients Functioned as a primary trusted advisor to clients. Manage client communications and follow-up with clients' other advisors. Presented appropriate investment solutions, financial and wealth management services to clients. Prepared and delivered presentations/seminars to clients and prospects for business developments and education purposes. Provide cutting edge financial planning, tax, estate, and investments advice for the firm's client.Wells Fargo, Atlanta, GAJanuary 02/2018-July 23, /2019Branch Financial Advisor Analyzed investment opportunities and client needs; recommended appropriate strategies. Analyzed prospective clients investment portfolios and financial planning. Analyzed, drafted, edited, and delivered comprehensive financial plans to clients Attend Financial Advisor training and continued education sessions via the Broker/Dealer to stay current regarding products, solutions, servies, and policies. Attended company workshops or lectures and spoke to groups of potential clients when called upon. Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Complied with all industry rule and regulations Developed and cultivated client base via prospected and serviced potential new clients Functioned as a primary trusted advisor to clients. Manage client communications and follow-up with clients' other advisors. Presented appropriate investment solutions, financial and wealth management services to clients. Prepared and delivered presentations/seminars to clients and prospects for business developments and education purposes. Provide cutting edge financial planning, tax, estate, and investments advice for the firm's client. Successfully overseeing eight of Wells Fargo branch locations in and around the Atlanta, Georgia area. Coach and partnered with personal and licensed bankers on recommendations and educate them regarding investment products and services, and how to leverage the values and benefits we provide our clients-maximizing assets and building a comprehensive financial plan. Closed approximately 10 million in new business within 7 months (15 new clients) Wells Fargo, Charlotte, NC January 2016-02/2018Financial Advisor Top 10 in new assets invested Responsible for proactively profiling clients through outbound and inbound calls with the objective of providing financial guidance and deepening the client relationship. Review clients financial situation and recommend the appropriate investments. Provided clients financial planning options. Responsible for identifying opportunities to refer business to appropriate partners within Wells Fargo. Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Complied with all industry rule and regulations Developed and cultivated client base via prospected and serviced potential new clients Attend Financial Advisor training and continued education sessions via the Broker/Dealer to stay current regarding products, solutions, servies, and policies. Yodle, Charlotte, NC December 2014-April 2015Sales Representative Generated sales for an on-line marketing tool by making 250 outbound cold calls to small and medium sized businesses Set an ran on-line demonstrations to close business Met bi- weekly quota for achieving new sales Attended networking events monthly to generate leads for potential new buyers ArcelorMittal (Contractor), Monrovia, Liberia June 2013-August 2014 Account Manager Generated new business by cold calling companies to get contracts Negotiated 20 long term contracts with medium to large sized companies Responsible for identifying, developing and closing new business accounts Managed 12 existing accounts in addition to gaining to business Earned an award for being in the top 5 sales performer Met target goal of 50 calls a day to decision makers Served as the single point of contact for accounts Attended networking events between the company and potential new customers Managed the payroll system for contractors under my supervision Image Medical PC, Livonia, MI January 2012- May 2012 Business Development Coordinator Intern Responsible for generating 25 new patients a month Managed the website and traffic to gain new patient business Exceeded quota of 150 calls weekly to old, existing and potential new patients Assisted in management of new patient files Organized monthly events to attract to patients to the physicians office Met 96% of new patient goal over the five month period Discover Card Financial Services, Columbus, OH September 2009-July 2010 Sr. Collections Representative Responsible for researching the financial history of customers and utilizing information to retain borrowed funds Negotiated 250 payment plans with delinquent customers Awarded additional incentives for exceeding company expectations for 3 consecutive quarters Responsible for making 75 outbound calls and receiving 25 inbound calls a day to retain funds from customersTechnical SkillsQuickBooks, Microsoft Word, Microsoft Excel, Microsoft PowerPoint LicensesCRPCSeries 7Series 66InsuranceLife & HealthVariable ProductsEducationCapital University, Bachelor of Arts- Business Management Graduation Date: May 2013 |
