Benjamin Welling, MBA
New York
Overview
1
1
year of professional experience
Work History
Client Service Associate
Pinnacle Investments LLC
Syracuse, NY
06.2023 - Current
- Monitored market activity daily to ensure timely execution of trades according to client instructions.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Facilitated communication between clients and other advisors within the firm regarding investment decisions or strategy changes.
- Processed new accounts quickly and efficiently while ensuring compliance with regulations.
- Developed relationships with clients through regular contact, including phone calls, emails and in person meetings.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Facilitated client meetings with comprehensive investment strategy planning.
- Developed financial plans and strategies tailored to clients' individual needs.
- Increased assets under management by offering investment and insurance solutions to clients via cold calls.
- Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
Advisory Intern
Pinnacle Investments LLC
Syracuse, NY
12.2022 - 01.2023
- Executed research and analysis on current mutual funds and ETFs being used in 15 client portfolios, this aided in the ability to reorganize and change client portfolios based on their specific needs and expectations
- Introduced alternate investment strategies for underperforming funds by collaborating with managers and using company software
- Strengthened 6 total client portfolios by a projected 27% over 5 years with the use of the new funds found during research.
Education
MBA - Finance
University of Binghamton
Binghamton, NY05-2023
BBA - Business Administration And Management
SUNY Geneseo
Geneseo, NY05-2022
Skills
- Account Management
- Attention to Detail
- Client Relationship Management
- Financial Plan Development
- Account Performance Reviews
- Client Outreach Strategies
- Interpersonal Communication
- Time Management
Certifications & Software Skills
Series 7, Series 66, SIE
Microsoft , Money Guide Pro, Income Lab
Leadership Experience
Geneseo Mens Lacrosse
- Named one of the 3 strength and conditioning captains senior year and held responsible for leading teammates during lifts and runs
- Played in every game over the 3 years with the team while being consistent as well as competitive in practice and games
- Organized team building activities and volunteer work throughout senior year including bowling as well as bottle and can drives
Timeline
Client Service Associate
Pinnacle Investments LLC
06.2023 - Current
Advisory Intern
Pinnacle Investments LLC
12.2022 - 01.2023
MBA - Finance
University of Binghamton
BBA - Business Administration And Management
SUNY Geneseo
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