Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Benjamin Selinger

Fort Lauderdale,FL

Summary

Seasoned Senior Relationship Manager at Fratarcangeli Wealth Management with robust experience in portfolio management, harvesting existing relationships, and driving revenue growth through management of $400M in AUM. Focused on comprehensive financial planing and client rapport while leading innovative investment strategy research and decisions that enhance client financial outcomes. Excels at communication, leadership, and fostering positive client interactions and team development

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Relationship Manager

Fratarcangeli Wealth Management
Fort Lauderdale, FL
08.2021 - Current
  • Currently service the Book of Business and am responsible for overseeing roughly $400M in AUM, which generates roughly $1.7M annually for the firm
  • Participate in growing newly acquired assets through referrals with an average revenue growth rate of 25% over 3 years
  • Manage existing client relationships on a daily basis by having client portfolio reviews, where we discuss comprehensive financial planning details, such as current income, monthly fixed costs, discretionary income, retirement planning goals, etc.
  • Assist the Managing Principal, Jeffrey Fratarcangeli, in prospect preparation, where we review a prospective client's external investment portfolio, discussing details like their current asset allocation compared to appropriate risk levels, current fee structure, and prove investment recommendations
  • Take a holistic approach with clients by working side by side with other professionals within relationships such as CPAs, estate attorneys, mortgage lenders, and insurance brokers to cover all aspects of a financial plan
  • Lead the investment team in establishing actively managed investment strategies utilized across investment accounts worth over $1B

Education

Bachelor of Science - Finance

Indiana University, Kelley School of Business
Bloomington, Indiana, IN
05-2021

Skills

  • Client rapport
  • Portfolio management
  • Revenue development
  • Market research
  • Investment strategy development
  • Financial planning
  • Leadership
  • Effective communication

Certification

  • Fully licensed - Series 7 and Series 66 received on February 2022 and July 2022

Timeline

Senior Relationship Manager

Fratarcangeli Wealth Management
08.2021 - Current

Bachelor of Science - Finance

Indiana University, Kelley School of Business

Similar Profiles

  • Jack SkrzyckiJack Skrzycki

    Senior Relationship Manager at Fratarcangeli Wealth ManagementSenior Relationship Manager at Fratarcangeli Wealth Management

  • Michael RioloMichael Riolo

    Associate Relationship Manager at Fratarcangeli Wealth ManagementAssociate Relationship Manager at Fratarcangeli Wealth Management

  • Janhavi YADAVJanhavi YADAV

    Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)

  • Ana RamirezAna Ramirez

    Housekeeping Supervisor at Marriott NorthHousekeeping Supervisor at Marriott North

  • Juana RiveraJuana Rivera

    Lead Receptionist at Boca Veterinary ClinicLead Receptionist at Boca Veterinary Clinic

CREATE PROFILE