Bryant Mathurin
Highland Lakes,NJ
Summary
Personable financial advisor committed to helping clients meet their financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
17
17
years of professional experience
Work History
Senior Financial Advisor
Prudential Financial
10.2023 - Current
- Manage a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks as a fiduciary.
- Create financial models to analyze and evaluate investment strategies for clients financial future.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on individual needs.
- Mentor junior advisors to enhance team performance and drive overall success within the firm.
- Devise comprehensive financial plans for clients to achieve short and long-term financial goals.
Client Relationship Consultant - Institutions
TIAA-CREF
09.2021 - 10.2022
- Performed regular, proactive outreach to manage, deepen and retain institutional client relationships
- Conducted thorough discovery to understand client family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager.
- Engaged with Certified Financial Planners and Financial Advisors to create and analyze. institutional client’s financial plan and strategize on how to present the breadth of TIAA's solutions across all financial products,
- Leverage Salesforce CRM tool to document client interactions in detail.
- Built an activity-based business development plan and tracker centered around proactive outreach and follow-up behaviors.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
Vice President Wealth Management
Citibank
08.2018 - 08.2021
- Managed over $210 MM AUM with 30% growth YOY.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Responsible for the management of ultra-high net worth client relationships and serving as their point of contact for all financial needs including estate planning, real estate strategies, strategic investment management and wealth growth
- Communicated regularly with clients to understand needs, evaluate resources and risk profiles, and develop integrated strategies for asset diversity.
- Managed team of advisors and analyst supporting individual sales goals and professional development.
Financial Advisor
Wells Fargo Advisors
05.2017 - 08.2018
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Financial Advisor
Morgan Stanley
06.2016 - 03.2017
- Monitored and updated financial plans to comply with client goals.
- Facilitated new client onboarding process and investment account setup.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Collaborated with clients to develop customized investment portfolios.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
AXA ADVISORS
12.2015 - 05.2016
- Provided financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
- Identified clients and prospective clients in need of investment guidance and then recommended investment solutions appropriate for each individual.
- Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans.
- Created financial and strategic analyses to assess client’s revenue cycle performance and provide recommendation to executives.
Investment Counselor
David Learner Associates
10.2014 - 12.2015
- Created and maintained suitable relationships with other agents to undertake suitable joint venture opportunities in order to acquire investment assets for our clients.
- Offered expert and professional advice, guidance and recommendations on investment on a wide variety of industries.
- Met with customers to review financial situation and create investment strategies that help them achieve their long-term goals.
Personal Banker
Bank Of America
01.2014 - 01.2015
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Expanded client base by promoting new financial products.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Financial Consultant
PNC Bank
01.2012 - 01.2014
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Leveraged technology to optimize data analysis capabilities, enhancing the accuracy of investment recommendations provided to clients.
- Created financial models to analyze and evaluate investment strategies.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Recommended specific investments to help clients meet financial goals.
Lead Sales Rep
Nextel Sprint
01.2007 - 01.2010
- Assisted in development of monthly sales goals to motivate team and drive business objectives.
- Attended monthly sales meetings and quarterly sales trainings.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Conducted product demonstrations for potential clients, showcasing features and benefits to drive sales success.
Education
Essex County College
Newark, NJSkills
- Market Trends Monitoring
- Financial Forecasting
- Investment Guidance
- Personal Banking
- Investment Management
- Mutual funds
- Risk Assessment
- Trust and Estate Planning
- Retirement Planning
- Portfolio Management
- Client Relationship Building
- Stock market expertise
Licenses
- Series 7
- Series 63
- Series 66
- Life and Health
Timeline
Senior Financial Advisor
Prudential Financial
10.2023 - Current
Client Relationship Consultant - Institutions
TIAA-CREF
09.2021 - 10.2022
Vice President Wealth Management
Citibank
08.2018 - 08.2021
Financial Advisor
Wells Fargo Advisors
05.2017 - 08.2018
Financial Advisor
Morgan Stanley
06.2016 - 03.2017
Financial Advisor
AXA ADVISORS
12.2015 - 05.2016
Investment Counselor
David Learner Associates
10.2014 - 12.2015
Personal Banker
Bank Of America
01.2014 - 01.2015
Financial Consultant
PNC Bank
01.2012 - 01.2014
Lead Sales Rep
Nextel Sprint
01.2007 - 01.2010
Essex County College
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