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.
Education
The Pennsylvania State University, Expected in 2008 – –Bachelor of Science:Business Management - GPA:
W.W Smith Charitable Trust, Scholars Award Recipient
3.40 GPA
LICENCES
FINRA Series 7 License
FINRA Series 6 License
NASAA Series 63 License
Experience
Arrowstreet Capital - Ultra-High Net Worth Client Service Specialist , , 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.
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.
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.
American National Insurance Company - Client Relationship Associate , , 10/2009 - 04/2010
Provided Vanguard clients with high quality customer service that meet their expectations.
NA - Insurance Agent , , 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.
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