Years of financial experience
Adam Wiest
Manager, Private Wealth Services
Lone Tree,CO
Summary
Systematic professional experienced in investment management, trading, and research. Trained in financial project management, customer service and investment advising. Collaborates closely with clients to optimize specialty financial plans and profitable outcomes.
Overview
7
7
4
4
Years of post-secondary education
5
5
Certifications
Work History
Manager, Private Wealth Services
Charles Schwab
08.2022 - Current
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
Investment Consultant
Charles Schwab
08.2021 - 08.2022
- Researched and evaluated potential investment products for clients.
- Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
- Negotiated favorable terms for clients during transactions, maximizing profitability while minimizing risks.
- Collaborated with senior management on strategic initiatives aimed at driving organizational growth within the competitive financial landscape.
Relationship Manager
TD Ameritrade Institutional
11.2017 - 08.2021
- Successfully onboarded new RIAs while leveraging internal business partners to resolve advisor & client issues
- Developed targeted presentations for prospective clients and advisors, effectively showcasing the value of our services and products.
- Served as a sole contact for 200+ advisors and their clients to support their wealth planning needs.
Supply Chain Manager
Tesla
12.2014 - 11.2017
- Forecasted and modeled areas of inventory need for cost reduction of the Southern California region
- Collaborated with sales and production teams to develop integrated planning processes, improving overall business performance.
- Increased regional supply chain efficiency and development by leading cross-functional teams and enabling supplier integration and management technology tools, upgrades.
Transport Operator
US Marine Corps
10.2010 - 10.2014
- Increased overall fleet reliability through proactive identification of potential mechanical issues and prompt scheduling of necessary repairs or replacements.
- Trained new Motor Transport Operators on proper driving techniques, safety procedures, and equipment maintenance.
- Led a team of Motor Transport Operators through rigorous training exercises, fostering teamwork and honing individual skills to meet mission objectives.
Education
Bachelor of Science in Business -
University of Phoenix At San Diego
San Diego 01.2015 -
Skills
Problem-solving skills
Certification
Series 7
Timeline
Manager, Private Wealth Services
Charles Schwab
08.2022 - Current
Investment Consultant
Charles Schwab
08.2021 - 08.2022
Relationship Manager
TD Ameritrade Institutional
11.2017 - 08.2021
Bachelor of Science in Business -
University of Phoenix At San Diego
01.2015 -
Supply Chain Manager
Tesla
12.2014 - 11.2017
Transport Operator
US Marine Corps
10.2010 - 10.2014