Summary
Overview
Work History
Education
Skills
Timeline
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Aaron Bowling

Aaron Bowling

North Wales,PA

Summary

Seasoned Senior Portfolio Manager with 15-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service with achievement of outstanding results.

Overview

17
17
years of professional experience

Work History

Senior Portfolio Manager

Morgan Stanley
Duncan, OK
10.2013 - Current
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Developed rebalancing strategies to minimize risk exposures.
  • Provided strategy advice to high net worth clients.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Financial Advisor

Edward Jones
Duncan, OK
01.2010 - 10.2013
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Expanded customer base through community outreach and strategic business partnerships.

Internal Mutual Fund Wholeslaer

PLANCO
Chesterbrook, PA
08.2007 - 10.2009
  • Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
  • Evaluated compliance of potential updates with established company frameworks and strategic plans.
  • Conducted research, gathered information from multiple sources and presented results.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Fielded wholesaler questions to share information about products, availability and pricing.


Sales Coordinator

PLANCO
Chesterbrook, PA
08.2005 - 08.2007
  • Handled customer inquiries by staying up-to-date on market and industry trends and finding unique solutions to issues.
  • Kept detailed records of customer information in CRM software, updating database regularly to maintain top-notch service.
  • Improved productivity by increasing customer communication and responding to feedback.
  • Managed efficient database and responses, generating timely reports to inform and adjust plans.
  • Compiled client profiles and entered information into operating system.

Education

Bachelor of Arts - Finance

University of Oklahoma
Norman, OK

Skills

  • Analyzing investment opportunities
  • Global bond strategies
  • Annual performance reviews
  • Fixed income investors
  • Investment planning
  • Trend analysis expertise
  • Stock Market Expertise
  • Mutual Funds and Liabilities
  • Wealth Management
  • Relationship building and management
  • Financial Advising
  • Series 6, 7, 63, 66 licenses

Timeline

Senior Portfolio Manager

Morgan Stanley
10.2013 - Current

Financial Advisor

Edward Jones
01.2010 - 10.2013

Internal Mutual Fund Wholeslaer

PLANCO
08.2007 - 10.2009

Sales Coordinator

PLANCO
08.2005 - 08.2007

Bachelor of Arts - Finance

University of Oklahoma

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Aaron Bowling