Brian Marty
Sammamish,WA
Summary
Enterprising mature professional with previous experience as a Financial Advisor driving client satisfaction through proactive communication, in-depth portfolio analysis and comprehensive tracking of clients' progress towards their financial goals. Eagerly collaborates with colleagues to deliver detailed financial planning presentations for maximum client reach and service promotion.
Overview
33
33
years of professional experience
Work History
President - Board of Directors, HOA
Sterling Square Owners Association
Sammamish, WA
07.2017 - Current
- Oversaw $900K annual community budget for 4+ years.
- Developed and adhered to Association budget in collaboration with board of directors.
- Presided over Board of Directors meetings each month.
- Chaired homeowner meetings, disseminating information and fielded questions.
- Facilitated decision making by building consensus and developing.
- Secured pool, fitness facility, landscaping and other maintenance project contracts.
Vice President - Board of Directors, HOA
Sterling Square Owners Association
Sammamish, Washington
06.2006 - 06.2017
- Demonstrated leadership skills to motivate board members and committee members.
- Clarified roles, responsibilities and expectations of board members.
- Worked closely with vendors on maintenance and capital improvement projects of the community Association
Wireless Solutions Agent
AT&T Mobility
Seattle, WA
09.2018 - 10.2019
- Effectively communicated with customers about account changes, new AT&T products or services and potential wireless upgrades.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Delivered excellent customer service, resulting in consistent 95% customer satisfaction rating.
Solutions Specialist
Verizon Wireless
Redmond, WA
10.2013 - 08.2018
- Created personalized customer solutions and consistently achieved top 25% sales.
- Resolved customer issues quickly and efficiently to maintain the highest customer satisfaction ratings of all of my peers.
- Completed troubleshooting and diagnostic procedures on customer devices. Taught customers how to find online resources.
Supervisor
Securitas Security Services USA
Bellevue, WA
05.2010 - 09.2013
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
- Developed training, task and process guidelines and communicated clear and concise directions to employees.
Financial Advisor
Ameriprise Financial
Seattle, WA
04.2002 - 11.2009
- Created strategies to help individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients to support understanding of rationale and details of financial strategies.
- Consulted with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Education
Bachelor of Arts - Philosophy And Religious Studies
Cornell College
Mount Vernon, IASkills
- Financial Goal Planning
- Service-Oriented
- Client Needs Assessment
- Financial Plan Development
- Financials Analysis
- Client Engagement
- Client Recruiting and Retention
- Risk Assessment
- Client Expectations Management
- Investment Performance Reporting
- Cash Management Strategies
- Client Referrals
Languages
Japanese
Limited Working
Timeline
Wireless Solutions Agent
AT&T Mobility
09.2018 - 10.2019
President - Board of Directors, HOA
Sterling Square Owners Association
07.2017 - Current
Solutions Specialist
Verizon Wireless
10.2013 - 08.2018
Supervisor
Securitas Security Services USA
05.2010 - 09.2013
Vice President - Board of Directors, HOA
Sterling Square Owners Association
06.2006 - 06.2017
Financial Advisor
Ameriprise Financial
04.2002 - 11.2009
Bachelor of Arts - Philosophy And Religious Studies
Cornell College
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