Benjamin Martin
Plainville,MA
Summary
Results-oriented investment consultant with expertise in wealth management and client counseling. Evaluates client assets and risk tolerance to inform strategies, increase revenue and bring in new business. History of helping clients reach financial goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Consultant - Premium
Merrill Lynch, Pierce, Fenner & Smith
Lincoln, RI
07.2022 - Current
- Helped high-net-worth clients with complex investment strategies.
- Aided clients with bringing in over $20 million new money to the firm.
- Assisted in the process of opening over 85 new accounts.
- Suggested products for clients based off of goals based conversations.
- Reviewed existing portfolios for clients to determine appropriate changes or adjustments.
Asset Management Analyst
Commonwealth of Massachusetts
Quincy, MA
10.2020 - 07.2022
- Appropriated tax dollars for project based IT hardware and software deployments.
- Helped track the complete lifecycle of 25,000+ physical IT devices for the Commonwealth.
- Synthesized raw data into weekly status reports, trends, and forecasts across 16 different state agencies.
Tax Preparer - Internship
VITA
New Bedford, MA
01.2019 - 05.2019
- Created over 300 tax return forms by analyzing and interpreting financial statements and historical account records.
- Created end of day reports within the CEDC network for the daily average of 10 tax filings.
- Maximized returns in accordance with GAAP regulations.
Education
Bachelor of Science - Finance
University of Massachusetts - Dartmouth
North Dartmouth, MA05-2020
Skills
- Strong Microsoft Skills
- Financial Planning
- Securities Trading
- Strong Interpersonal Skills
- Goal Orientated
- Sales Proficiency
- Problem-Solving Skills
- Strong Analytical Thinker
Certification
- SIE
- Series 7
- Series 66
- NMLS licensed
Accomplishments
- Participated in the mentorship program to mentor newly hired associates.
- Part of a small team pilot testing the company's internal improvements.
- Volunteering through the Junior Achievement program to bring financial education to everyone.
References
References available upon request.
Timeline
Investment Consultant - Premium
Merrill Lynch, Pierce, Fenner & Smith
07.2022 - Current
Asset Management Analyst
Commonwealth of Massachusetts
10.2020 - 07.2022
Tax Preparer - Internship
VITA
01.2019 - 05.2019
Bachelor of Science - Finance
University of Massachusetts - Dartmouth
- SIE
- Series 7
- Series 66
- NMLS licensed
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