Overview
Work History
Education
Skills
Certification
Timeline
Generic

Barrington McFarlane

Miami,FL

Overview

4
4
years of professional experience
1
1
Certification

Work History

Associate, Wealth Management Strategy

JP Morgan
New York, NY
05.2022 - Current
  • Supports head of Wealth Partners in development of J.P. Morgan Advisors' Ultra-High-Net-Worth platform.
  • Assist Wealth Advisors in leveraging the entire J.P. Morgan platform for client acquisition, growth and retention opportunities.
  • Organize three of JPMA's priority-setting apparatuses: Wealth Partners Summit, JPMA Client Advisory Council and Wealth Partners Advisory Council
  • Built strong relationships with key internal and external parties to support strategic communications and advocacy.

Associate, Wealth Advisor

JP Morgan
Palm Beach Gardens, FL
04.2021 - 05.2022
  • Reviewed and analyzed client financial goals, resources, and risk tolerance levels to develop appropriate investment strategies.
  • Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
  • Promoted business to increase customer base and grow revenue.
  • Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.

Summer Analyst, Wealth Management

JP Morgan
Palm Beach Gardens, FL
05.2020 - 08.2020
  • Worked with Wealth Partner team to coordinate financial plans, reports and presentations.
  • Participated in team training sessions focusing on best practices in wealth management.
  • Prepared presentations on portfolio performance, strategy analysis, and risk management for clients.
  • Attended client meetings to discuss investment objectives and provide insights into the markets.

Education

Bachelor of Arts - Economics And History

Florida State University
Tallahassee, FL
12-2020

Skills

  • Investment Strategies
  • Financial Planning
  • Microsoft Excel
  • Business Development
  • Client Engagement
  • Project Management

Certification

  • Series 66 – Uniform Combined State Law Exam
  • Series 7 - General Securities Representative (GS)
  • Securities Industry Essentials® (SIE®)

Timeline

Associate, Wealth Management Strategy

JP Morgan
05.2022 - Current

Associate, Wealth Advisor

JP Morgan
04.2021 - 05.2022

Summer Analyst, Wealth Management

JP Morgan
05.2020 - 08.2020

Bachelor of Arts - Economics And History

Florida State University

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