Barry Bonham II
Fort Worth,TX
Summary
Dynamic financial consultant with extensive experience at TIAA Financial Services, specializing in personalized financial planning and client relationship management. Proven expertise in technical analysis and budgeting, successfully enhancing client investment strategies. Recognized for building strong client rapport and delivering tailored solutions that align with individual goals.
Overview
18
18
years of professional experience
Work History
Financial Consultant
TIAA Financial Services
05.2015 - 09.2023
- Developed comprehensive financial plans tailored to individual client needs.
- Analyzed market trends to provide informed investment recommendations.
- Educated clients on various financial products and services available.
- Built and maintained strong client relationships through regular communication
Financial Advisor
USAA
08.2013 - 04.2015
- Developed personalized financial plans aligning with clients' goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Collaborated with cross-functional teams to enhance client service strategies.
- Educated clients on various financial products, improving overall understanding and engagement.
Wealth Management Advisor
HD Vest
02.2007 - 12.2011
- Developed tailored financial plans for clients based on individual goals and market trends.
- Educated clients on investment strategies, market trends, and financial products.
- Collaborated with tax professionals to optimize client financial strategies and minimize liabilities.
Advisor Recruiter
HD Vest
02.2007 - 12.2011
- Developed and maintained candidate pipelines to ensure timely recruitment.
- Conducted thorough interviews and assessments, evaluating candidates' fit for organizational culture.
- Implemented new sourcing strategies utilizing social media and job boards to attract diverse talent.
Personal Banker
Wells Fargo & Company
09.2005 - 02.2007
- Assisted clients with account inquiries and transactions, ensuring accurate and timely service.
- Educated customers on banking products, enhancing their financial literacy and satisfaction.
- Processed loan applications, verifying documentation and assessing eligibility for various financing options.
- Collaborated with team members to optimize branch operations, improving workflow efficiency.
Education
Marketing
Oklahoma State University
Stillwater, OK05.2000
Skills
- Technical analysis
- Trend analysis
- Budgeting expertise
- Retirement planning
- Debt management
- Client relations
- Sales expertise
- Customer service
- Problem-solving
- Time management
Timeline
Financial Consultant
TIAA Financial Services
05.2015 - 09.2023
Financial Advisor
USAA
08.2013 - 04.2015
Wealth Management Advisor
HD Vest
02.2007 - 12.2011
Advisor Recruiter
HD Vest
02.2007 - 12.2011
Personal Banker
Wells Fargo & Company
09.2005 - 02.2007
Marketing
Oklahoma State University
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