Brett McGinley
Long Beach,California
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
12
12
years of professional experience
Work History
Business Solutions Advisor
Bank Of America
01.2022 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
Relationship Manager
Bank Of America
03.2018 - 01.2022
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Client Experience Manager
May Lindstrom Skin
08.2015 - 03.2018
- Communicated with assigned accounts, set expectations and negotiated priorities.
- Managed, measured, tracked and resolved customer issues to achieve timely resolutions.
- Onboarded new clients through established sales and implementation cycle.
- Identified and executed opportunities to engage clients.
General Manager
1-800-Got-Junk
05.2011 - 08.2015
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Education
No Degree - Business Administration And Management
University of Arizona
Tucson, AZ10.2025
Skills
- Information Updates
- Professional Relationships
- Client Satisfaction
- Service Quality
- Cold Calling
Timeline
Business Solutions Advisor
Bank Of America
01.2022 - Current
Relationship Manager
Bank Of America
03.2018 - 01.2022
Client Experience Manager
May Lindstrom Skin
08.2015 - 03.2018
General Manager
1-800-Got-Junk
05.2011 - 08.2015
No Degree - Business Administration And Management
University of Arizona
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