Brian Dillon

Successfully transferred clients from Citibank to Ameriprise

Managed Investment Assets and Retirement Plans. Grew assets under management from approximatelyn $42 million to $95 million at my retirement. (May 2022), Individual practice was brought into a team practice (Garden Brook Financial) where we expanded services to include financial planning and a more robust risk management orientation

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
• Worked with clients to support understanding of rationale and details of financial strategies.

• Assisted with development of event strategies and tactical plans to promote accomplishment of marketing goals.

• Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
• Recruited, interviewed, hired and trained [Number] employees and implemented mentoring program to promote positive feedback and engagement.
• Developed strategic plans for day-to-day financial operations.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Conducted annual reviews of existing policies to update information.
• Collected premiums on or before effective date of coverage.
• Identified and solicited sales prospects in agency databases.

• Met with customers, agents and brokers to negotiate coverage, price and service delivery.
• Calculated group and individual renewal rates based on customers background, industry and demographic information.
• Offered friendly and efficient service to customers, handled challenging situations with ease.