Bryan Mitchell
Houston
Summary
Knowledgeable team management experience with solid background in providing strategic financial solutions. Skilled in assessing clients' financial needs and offering tailored advice that enhances their financial well-being. Proven ability to build strong client relationships and effectively manage financial portfolios.
Overview
9
9
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
06.2022 - Current
- Collaborated with team members to design and implement comprehensive wealth management strategies for clients.
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
- Maximized profitability of managed accounts through strategic asset allocation decisions based on individual risk profiles.
- Supported new hires as they acclimated to the role; served as a mentor/resource to guide their transition into the team.
Branch Manager
Wells Fargo
06.2016 - 06.2022
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Education
Bachelor Of Administration - Marketing
Lamar University
Beaumont, TX06.2016
Skills
Asset gathering, portfolio management, client care, delivery of advice and guidance
Timeline
Financial Solutions Advisor
Merrill Lynch
06.2022 - Current
Branch Manager
Wells Fargo
06.2016 - 06.2022
Bachelor Of Administration - Marketing
Lamar University
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