Skilled financial professional with six years of financial services industry experience. Understands High-Net Worth clients financial needs while providing guidance and positions services based on consultative dialogue. Resolves problems, works well with business partners, possesses strong time management skills and executes monetary transactions with great accuracy.
- W.W Smith Charitable Trust, Scholars Award Recipient
- 3.40 GPA
- FINRA Series 7 License
- FINRA Series 6 License
- NASAA Series 63 License
, , 10/2013 - Current
- Provides guidance to affluent investors ranging from various topics including asset allocation, saving for retirement and estate planning.
- Resolves client issues while restoring and building relationships through service recovery practices.
- Works closely with Relationship Consultants to understand and to ensure their clients goals and objectives are met.
- Utilizes my time in a effective and efficient manner to be available for clients while working on project initiatives.
- Collaborates with business partners to drive and achieve department results.
- Performs stock, mutual funds and ETF trades for clients with great proficiency.
, , 06/2011 - 10/2013
- Identified clients needs by using effective listening skills and asking open ended questions to position products and services tailored to the clients goals and objectives.
- Assisted Assigned Representatives while working with their clients to provide a positive client experience.
- Trained and coached new team members within the department.
, , 04/2010 - 06/2011
- Educate clients on Vanguards investment philosophy and products.
- Expanded my investment knowledge through various trainings, e-learning's, customer interactions while keeping up to date with current events within the financial industry.
, , 10/2009 - 04/2010
- Provided Vanguard clients with high quality customer service that meet their expectations.
, , 04/2008 - 09/2009
- Managed book of business while utilizing my time management efficiently.
- Made proactive outreach to prospects and existing clients to position products and services while building and maintaining relationships.
, , 07/1996 - 07/2008
- Ensured quality service and customer satisfaction.
- Liaison between staff and management.
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School Attended
- The Pennsylvania State University
Job Titles Held:
- Ultra-High Net Worth Client Service Specialist
- Flagship Services - Client Service Specialist
- Retail Services - Client Relationship Associate
- Client Relationship Associate
- Insurance Agent
- Main Dining Room Superintendent
Degrees
- Bachelor of Science
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