Andrew BatemaN
Henderson,USA
Summary
FINRE- licensed financial Solutions adviser with over 16 years of experience in financial services, specializing in client relationship management, investment planning, and cross-functional referrals. Proven success in supporting high-net-worth clients and driving financial strategies within banking and brokerage environments.
Overview
21
21
years of professional experience
Work History
Merrill Financial Solutions Advisor
Merrill Lynch-Bank of America
06.2023 - Current
- Conduct proactive outreach to existing and prospective clients through targeted sales/service campaigns, resulting in increased engagement and conversion to investment solutions.
- Assess financial needs, build tailored plans, and deliver product recommendations in alignment with long-term goals.
Registered Client Associate
Wells Fargo Advisors
09.2022 - 06.2023
- Work with and assist Financial Advisors with managing their book of business, place trades, open new accounts, process money movement transactions, speak with clients and provide customer service.
Relationship Banker Registered
Wells Fargo Bank NA
01.2016 - 09.2022
- Work with affluent and mass market customers, open personal and business accounts (Trusts and Estate accounts), assist customers with complex banking transactions, work with small business owners as a Wells Fargo small business advocate, help customers with their investment needs by collaborating with the Financial Advisor.
- Work with and utilize partners for mortgage, business and payroll needs’, merchant processing, notarize documents and medallion stamp guarantee.
- Approve transactions for tellers and bankers.
- Drove brand loyalty by leading an outstanding customer experience.
- Recommended sales products to customers.
- Actively sought new customers without reach calls and business appointments.
- Regularly ensured customers were right fit for bank products.
- Processed credit card applications and loan applications.
- Worked with Branch Manager to improve sales process.
Self Employed
11.2009 - 01.2016
- Company Overview: Insurance Broker
- Business to Business sales
- Sold various types of Life insurance policies to new and existing clients.
- Serviced existing accounts and sold business to businesses.
- Designed marketing campaigns to earn new clients.
- Helped clients to understand difficult financial concepts and arranged face-to-face meetings with clients.
- Insurance Broker
Great American Financial
12.2006 - 11.2009
- Company Overview: Financial Consultant (Life Insurance Licensed)
- Marketing to public employees in the Clark County School District, managing 403b/TSA accounts for new and existing clients.
- Sold life Insurance and consulting employees on their PERS Pension.
- Working with other agents for Cross Selling opportunities.
- Handing difficult customer service issues.
- Scheduling face to face meetings with clients/prospects.
- Financial Consultant (Life Insurance Licensed)
WallStreet Financial Services
Las Vegas, NV
01.2004 - 11.2006
- Company Overview: Financial Consultant (Series 7 and 63 Licensed)
- Account Executive for independent brokerage firm specializing in Stock and Bond portfolio management.
- Trading securities and managing existing client relationships.
- Prospecting for new clients including outbound cold calling and coordinating seminars.
- Supported other reps with their client’s insurance needs.
- Financial Consultant (Series 7 and 63 Licensed)
Education
Finance Major - CSN
College of Southern Nevada
Las Vegas, NV01.2015
High School -
Paul K Cousino Sr. High
Warren, MI06.1996
Skills
- Complex financial planning
- Affluent client relationship management
- Small business support
- Investment product recommendations
- Investment recommendations
- Client outreach
- Account management
- Sales strategy
- Customer service
- Portfolio management
- Financial planning
- Communication skills
- Wealth management
- Estate planning
- Investment management
- Sales skills
Accomplishments
FINRA SIE, Series 7, Series 66, Nevada Life & Health Insurance License, NMLS ID 1462473 (SAFE Act registered), Complex financial planning, Affluent client relationship management, Small business support, Investment product recommendations
References
- Arturo Dominguez, 702-326-9371, Branch Manager, Wells Fargo Bank
- Lester Lansing, 702-435-7541, Service Manager, Wells Fargo Bank
- Alvaro Gonzalez, 786-315-7700
- Parker Wells, 949-439- 9722
- Scott Boman, 702-274-5758, Anesthesiologist
- Joe Dramise, 702-898-5799, Business Owner
Volunteer Experience
Ward Financial Clerk, 01/01/20, Record and deposit funds, review financial statements, prepare annual budget, prepare for tithing settlements, participate in financial audits.
Timeline
Merrill Financial Solutions Advisor
Merrill Lynch-Bank of America
06.2023 - Current
Registered Client Associate
Wells Fargo Advisors
09.2022 - 06.2023
Relationship Banker Registered
Wells Fargo Bank NA
01.2016 - 09.2022
Self Employed
11.2009 - 01.2016
Great American Financial
12.2006 - 11.2009
WallStreet Financial Services
01.2004 - 11.2006
Finance Major - CSN
College of Southern Nevada
High School -
Paul K Cousino Sr. High
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