Brian Stevenson
Buffalo,NY
Summary
Results-oriented investment specialist with extensive experience in portfolio management and retirement planning. Proven track record of developing tailored investment strategies that align with client goals, leading to increased customer satisfaction and significant asset growth. Successfully generated $1.8 million in net new assets through customized investment strategies and strong client relationships, utilizing critical thinking, attention to detail, and a client-focused approach.
Overview
12
12
years of professional experience
Work History
Senior Investment Specialist
Merrill Lynch
Hunt Valley, MD
01.2022 - 09.2025
- Developed customized investment strategies to align client portfolios with financial goals.
- Analyzed market trends and economic indicators to inform investment recommendations.
- Collaborated with clients to assess risk tolerance and adjust investment allocations accordingly.
- Mentored junior advisors on best practices in client engagement and portfolio management.
- Built strong client relationships through proactive communication and tailored financial advice.
- Collaborated with clients to develop customized investment portfolios.
- Responsible for generating leads which led to $1,894,637 in net new assets in 2024.
- Recommended specific investments to help clients meet financial goals.
Financial Respresentative
T.Rowe Price
Owings Mills, MD
01.2020 - 09.2021
- Managed client portfolios, providing tailored financial solutions to meet investment goals.
- Analyzed market trends and economic conditions to inform strategic recommendations for clients.
- Collaborated with cross-functional teams to enhance client engagement and service delivery processes.
- Conducted comprehensive financial reviews, ensuring compliance with regulatory standards and internal policies.
- Led initiatives to enhance client acquisition strategies, resulting in increased customer satisfaction and retention rates.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed financial data to provide tailored solutions for clients' investment strategies.
Retirement Specialist
Bank of America
Hunt Valley, MD
01.2017 - 09.2019
- Developed retirement planning strategies tailored to client needs and financial goals.
- Conducted comprehensive analyses of retirement accounts to ensure compliance with regulations.
- Educated clients on investment options and potential risks associated with retirement funds.
- Led initiatives to enhance client engagement and improve service delivery in retirement planning.
- Reduced potential financial risks faced by clients in their retirement years, implementing proactive measures such as diversifying investments or creating contingency plans in case of unforeseen circumstances arising during later stages of life.
- Increased client base by conducting informative seminars and workshops on retirement planning strategies.
- Coordinated with other financial professionals such as accountants or estate planners to provide holistic service to clients in retirement planning matters.
- Recommended suitable investment products tailored specifically towards each client''s unique circumstances while considering factors such as risk tolerance level or timeline until anticipated date of retiring from the workforce.
- Educated clients on tax implications of various retirement savings vehicles, optimizing their financial strategies.
- Assisted clients with budgeting and cash flow management.
Account Manager
Verizon
Buffalo, NY
01.2014 - 06.2017
- Managed client accounts, ensuring alignment with service delivery and customer satisfaction standards.
- Developed strategic account plans to enhance customer engagement and retention initiatives.
- Analyzed market trends and customer feedback to refine service offerings and improve user experience.
- Coordinated cross-functional teams to deliver integrated solutions that addressed client needs effectively.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Attended monthly sales meetings and quarterly sales trainings.
- Contributed to event marketing, sales and brand promotion.
Education
Graphic Design
Cazenovia College
Cazenovia, NYSkills
- Fundamental analysis
- Retirement planning
- Portfolio management
- Wealth management
- Asset allocation
- Investment strategies
- Real estate investments
- Bonds analysis
- Capital markets
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking and organization
- Verbal and written communication
- Critical thinking
Timeline
Senior Investment Specialist
Merrill Lynch
01.2022 - 09.2025
Financial Respresentative
T.Rowe Price
01.2020 - 09.2021
Retirement Specialist
Bank of America
01.2017 - 09.2019
Account Manager
Verizon
01.2014 - 06.2017
Graphic Design
Cazenovia College