Abigail McDonnell
Warwick
Summary
Results-driven Investment Advisor Representative with a strong focus on personalized investment advice and regulatory compliance. Committed to educating clients and building lasting relationships to enhance financial outcomes.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
Massey and Associates, Inc.
Warwick
06.2015 - Current
- Delivered personalized investment advice aligned with client financial goals.
- Analyzed market trends to uncover potential investment opportunities.
- Cultivated strong client relationships through regular communication, enhancing trust and collaboration.
- Informed clients about investment products and market conditions, empowering them to make informed decisions.
- Monitored client accounts for compliance with regulatory standards.
- Engaged in presentations to raise public awareness of financial planning services, fostering community understanding.
Licensed Customer Service Representative
Columbia Threadneedle Investments
Providence
01.2014 - 06.2015
- Managed customer inquiries across multiple channels, improving response times and customer satisfaction.
- Processed customer transactions accurately, ensuring compliance with all regulations.
- Maintained detailed records of client interactions in CRM, facilitating efficient follow-ups and service continuity.
- Handled escalated customer service issues with professionalism, ensuring resolution and retention of dissatisfied customers.
Customer Service Representative
Mercer
Norwood
07.2012 - 01.2014
- Managed incoming calls and resolved customer inquiries efficiently.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Maintained accurate customer records using company CRM software.
- Trained new representatives on call handling protocols, ensuring adherence to quality service standards.
- Collaborated with team members to enhance service delivery standards through shared best practices.
- Developed training materials for ongoing staff development programs, supporting continuous improvement of team skills.
Education
Bachelor of Arts - Communication Studies
University of Rhode Island
Kingston, RI05-2008
Skills
- Portfolio management
- Personalized investment advice
- Market trend analysis
- Client account monitoring
- Regulatory compliance
- Investment product education
- Financial planning presentations
- Customer relationship management
Certification
- Series 65 - November 2015
- Rhode Island Life and Health
- Massachusetts Life and Health
- National Social Security Advisor
Timeline
Investment Advisor Representative
Massey and Associates, Inc.
06.2015 - Current
Licensed Customer Service Representative
Columbia Threadneedle Investments
01.2014 - 06.2015
Customer Service Representative
Mercer
07.2012 - 01.2014
Bachelor of Arts - Communication Studies
University of Rhode Island