Adam Wiest
Lone Tree,CO
Summary
Encouraging SPWS manager and analytical problem-solver with talents for leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact firm success. Dedicated to applying training, monitoring and morale-building abilities to enhance engagement and boost performance.
Overview
13
13
years of professional experience
1
1
Certification
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 global 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
05.2019
High School Diploma -
Erie High School
05.2008
Skills
- Problem-solving skills
- Trend analysis expertise
- Planning and coordination
- Client Relationship Management
- Investment and Wealth Planning
- Written and verbal communication
Certification
Series 7
Series 6
Series 66
Sitting for CFP exam in March 2024.
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
Supply Chain Manager
Tesla
12.2014 - 11.2017
Transport Operator
US Marine Corps
10.2010 - 10.2014
Bachelor of Science in Business -
University of Phoenix at San Diego
High School Diploma -
Erie High School