Amber Kimbley
Denver,Colorado
Summary
Dynamic sales professional with a proven track record of driving revenue growth through strong client relationships. Excels in identifying client needs, negotiating solutions, and delivering exceptional customer service. Utilizes a collaborative approach while maintaining a passion for exceeding targets in a competitive environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Executive Relationship Manager
Morgan Stanley
07.2023 - Current
- Quickly adapted to new stock plan role, achieving top performance amongst my training group in advisory referrals sent
- Worked daily with participants from major tech firms including Apple, Workday, Confluent, Tesla, and Okta
- Utilized Salesforce CRM to manage leads and client interactions, ensuring a systematic approach to sales pipeline management.
Financial Consultant
E*TRADE Financial
04.2020 - 07.2023
- Consistently exceeded goals for new assets and funded accounts
- Developed a 4-step sales process to onboard clients for portfolio management
- Led quarterly review calls for existing relationships, which led to numerous customer referrals
Financial Advisor
Merrill Lynch
03.2017 - 04.2020
- Led business development for a multi-generational team of advisors resulting in $15 million new advised assets per year
- Facilitated on-site retirement and investment seminars with over 500 small business owners
- Supported the market as a regional mentor and sales coach to improve prospecting practices.
Education
MBA -
University of Colorado
12.2023
Bachelor of Finance -
Metropolitan State University
05.2016
Skills
- Business Development
- Relationship Management
- Negotiation
- Presentation
- Pipeline Management
- Training
- CRM (Salesforce)
- Microsoft Suite
Accomplishments
- Regularly exceeding quarterly sales goals by up to 450% for balance growth, funded accounts, and partner referrals
- Attained status as a Pinnacle Summit Club member for being amongst the top 100 producing advisors with Merrill Lynch in 2018 and 2019
- Designated to be a key speaker when conducting financial wellness seminars and presentations for groups of up to 50 prospects
- Appointed as team lead for training in new advisors
Certification
- Series 7
- Series 66
Timeline
Executive Relationship Manager
Morgan Stanley
07.2023 - Current
Financial Consultant
E*TRADE Financial
04.2020 - 07.2023
Financial Advisor
Merrill Lynch
03.2017 - 04.2020
MBA -
University of Colorado
Bachelor of Finance -
Metropolitan State University