Cameron Reid
Los Angeles,CA
Summary
Dynamic financial professional with progressive experience creating comprehensive financial plans, developing strategies and collaborating with high performance teams to enhance sales and operations. Adept at cultivating partnerships and building lasting relationships.
Overview
9
9
years of professional experience
1
1
Certificate
Work History
Licensed Realtor
Rodeo Realty
West Hollywood, CA
08.2019 - Current
- Assist buyers with finding ideal homes by assessing needs, requirements and budgets.
- Write contracts to outline sales and purchases of properties.
- Coordinate appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
- Write listings detailing and professionally highlighting property features to increase sales chances.
Wealth Planning Analyst
UBS Wealth Management
Century City, CA
12.2015 - 08.2019
- Partner with Financial Advisors within my region to develop customized financial plans for high net worth clients with assets of $5 million or higher
- Proactively engage Advisor teams and lead financial planning meetings to deliver wealth management solutions to meet the needs of clients
- Provide comprehensive wealth management advice to multiple Advisor team's existing client base while developing strategies for attracting new clients to grow the business
- Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan
- Lead monthly workshops for new and existing employees on how to effectively utilize our Financial
- Goal Analysis software.
Private Client Banker
Chase, Chase Private Client
Los Angeles, CA
12.2013 - 11.2015
- Closely monitor the performance of current portfolio of specialty loans and make changes to achieve performance targets
- Profiled and analyzed clients to develop customize financial strategies for clients' financial needs
- Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the financial advisor
- Audited all processes and procedures for the new accounts department within my branch
- Recommended loan approvals and denials based on customer loan application reviews
- Answered clients' questions about the purposes and details of financial plans and strategies.
Education
Associate - Communication in Communications
West Los Angeles College
Bachelor of Arts - Communication Studies
California State University - East Bay
Hayward, CASkills
- Private client coverage
- Effective workflow management
- Microsoft Outlook, Word and Excel proficient
- Relationship/team building
- Financial Planning
- Presentation Skills
- Relationship Management
Affiliations
- 2022 Young Professional Network Chair
- Greater Los Angeles Association for Realtors Member
Certification
- Licensed Realtor
- 2016-2020 Series 7 Investment License
- 2016-2020 Series 66 Uniform Combined State Law License
- Notary License 2013-2020
Timeline
Licensed Realtor
Rodeo Realty
08.2019 - Current
Wealth Planning Analyst
UBS Wealth Management
12.2015 - 08.2019
Private Client Banker
Chase, Chase Private Client
12.2013 - 11.2015
Associate - Communication in Communications
West Los Angeles College
Bachelor of Arts - Communication Studies
California State University - East Bay
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