Andrew Tsygan
Philadelphia,PA
Summary
Results-driven financial professional with a proven track record at Bank of America, Merrill Lynch. Expertise in client relationship management, sales target achievement, and investment solutions. Strong collaborator with internal teams, driving client acquisition, and retention. Skilled in Salesforce CRM, consistently contributing to company-wide sales growth. Seeking new career opportunities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Officer; Field Financial Solutions Advisor (FSA)
Bank of America Merrill Lynch Corp.
Philadelphia, USA
06.2022 - Current
- Client Relationship Management: Engage with banking clients to assess their financial needs, and deliver tailored solutions, including banking products and investment strategies.
- Sales Target Achievement: Responsible for meeting monthly, quarterly, and annual sales targets, primarily focused on delivering solutions offered by the enterprise, and driving new money inflows.
- Managing Book of Business: Independently manage a portfolio of advised clients, ensuring ongoing account optimization, timely follow-ups, and strategic adjustments to meet clients' financial goals.
- Cross-Functional Collaboration: Partner with Wealth Management, Private Banking, and other branches to identify and refer clients who may benefit from more sophisticated investment products and services.
- Referral Generation: Build and maintain strong internal partner relationships to generate referrals for Wealth Management and Private Banking teams, contributing to company-wide sales growth.
- Proactive Client Outreach: Conduct outbound calls to bank clients to schedule meetings, ensuring assistance and engagement beyond those clients visiting the financial center.
Senior Registered Financial Services Representative
Bank of America Merrill Lynch Corp
Pennington, USA
11.2019 - 06.2022
- Retirement Benefit Plan Management: Mastered servicing and managing various retirement plans, including Multi-Stock Option Plans (MSOP), 401(k), Employee Stock Option Plans (XOP), and Employee Stock Purchase Plans (ESPP), ensuring accurate and timely execution of transactions for clients.
- High-Volume Call Handling: Managed a high volume of inbound calls from a diverse client base, ensuring timely resolution of inquiries, transactions, and requests, with a focus on customer satisfaction.
Education
Bachelor of Science - Finance And Economics
The School of Business At West Chester University
West Chester, PA05-2019
Skills
- Sales Target Achievement
- New client acquisition
- Referral Generation and Client Retention
- Cross-functional collaboration
- Investment Solutions and Product Knowledge
- Salesforce CRM
Certification
- SIE, Series 6, Series 63, Series 66
- Chartered Retirement Planning Counserlor (CRPC)
Professional Recognition
- Exceeded new money inflow targets by achieving 159% of the goal in 2023, and 110% of the goal in 2024
- Over 100% to goal in partner referrals in 2023, and 2024
- 90% to goal in new account openings in 2023, and 81% to goal in 2024
Working Towards:
- Python and Power BI certification through DataCamp
Timeline
Officer; Field Financial Solutions Advisor (FSA)
Bank of America Merrill Lynch Corp.
06.2022 - Current
Senior Registered Financial Services Representative
Bank of America Merrill Lynch Corp
11.2019 - 06.2022
- SIE, Series 6, Series 63, Series 66
- Chartered Retirement Planning Counserlor (CRPC)
Bachelor of Science - Finance And Economics
The School of Business At West Chester University
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