Brint Galey
Houston,Texas
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement, and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
04.2022 - Current
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
- Expanded business opportunities through effective networking and referrals
- Assisted clients with budgeting and cash flow management.
- Increased assets under management by actively building and maintaining strong client relationships.
- Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
Associate Financial Service Professional
Chalres Schwab
04.2021 - 04.2022
- Maintained compliance with industry regulations by diligently monitoring transactions and reporting suspicious activities promptly.
- Provided excellent customer service by consistently exceeding expectations in responsiveness and problem-solving capabilities.
- Monitored changes in financial markets and kept clients informed of latest developments.
- Discussed financial options with clients and provided informed suggestions.
Server
Gringos
12.2017 - 01.2021
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Education
BBA - Finance
University of Houston
Houston, TX05.2021
Skills
- Financial Planning
- Client Relations
- Salesforce
- Debt management
- Microsoft Excel
- Time Management
Certification
- Series 7
- Series 66
- CRPC - Chartered Retirement Planning Counselor
Timeline
Financial Solutions Advisor
Merrill Lynch
04.2022 - Current
Associate Financial Service Professional
Chalres Schwab
04.2021 - 04.2022
Server
Gringos
12.2017 - 01.2021
BBA - Finance
University of Houston
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