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Senior team member to a Barron's top-ranked Financial Advisor for over 17 years. Help manage an $800M book of business that consists of high net worth individuals and executives. Primary point of contact for clients requesting money movement transactions, security trades, and research inquiries. Lead analyst on team responsible for creating accurate and clear quarterly presentations for clients to review their portfolio details and performance. Create custom proposals for prospects in order to win new business.
Assisted three new financial advisors in building their business. Provided excellent customer service to existing clients, opened new accounts, transitioned new clients to firm. Passed the Series 7 and Series 63 exams in 1999 to become fully registered.
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