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Click here or scroll down to respond to this candidateCandidate's Name
626 E. Thirteen Mile Rd. Royal Oak, MI 48073 +1-248-533-5067 EMAIL AVAILABLE High-impact change-agent with a strong ability to identify initiatives and facilitate action-driven plans to support organizational growth and objectives. Clever and skilled professional with over eight years of comprehensive financial services expertise and ten years of managerial & administrative experience. Maintains a record of successfully developing strategies to meet the needs of clients and organizations. Manages with diligence, attention to detail, and trend analysis. Strong performance in new business development.PROFESSIONAL HISTORY09/22 - 09/23 Registered Client Service Associate- Comerica Bank, Bloomfield Hills, MIPrimary responsibilities included Sales Support, Compliance, Customer Service, Teamwork.Ensured completion of paperwork for all clients and assisted Financial Advisors.Assisted with the opening and maintenance of client accounts and records. 11/14 - 12/20 Financial Planner, Wealth Advisor - Securities America, Detroit, MIResponsible for financial plans, client presentations, and relationship management.Gathered, analyzed, and evaluated client financial data for over 100 households.Managed advisory accounts with discretionary authority for nearly $4,000,000 of assets.Planned and executed marketing campaigns, generating new clients and referrals. 06/07 - 01/19 Planner, Commander, Operations Manager, Executive - U.S. ArmyExperienced in leading individuals, small teams, and units of up to 50 personnel.Organized, supervised, and directed a department staff to function successfully as a team.Served as an advisor for planning, training, resource support, and operations.Experienced at training and instruction. Proficient in groups with diverse task sets. 07/06 - 05/0705/11 - 02/12 Relationship Banker - Comerica Bank, West Bloomfield, MIResponsible for teller transactions as well as working as a member of the platform staff.Used consultative sales process for new and existing customers to identify current and future financial needs, with a focus on cross-selling various product offerings.Awarded certificate as a 2011 Top 10% Performer in Retail Banking. PROFESSIONAL DEVELOPMENTM.S., Leadership Duquesne University, 2017.M.B.A., General Business / Accounting Wayne State University, 2014. B.B.A., Finance, Economics (Minor) Western Michigan University, 2006, Cum Laude. Executive Certificate, Financial Planning University of Georgia, 2014. FINRA: SIE, Series 7, and Series 66.1 |
