Overview
Work History
Education
Skills
Certification
Activities
Languages
Timeline
Generic

Camilo Burgos-Bye

Yonkers,NY

Overview

3
3
years of professional experience
1
1
Certification

Work History

Private Wealth Manager

Merrill Lynch Wealth Management
New York, NY
09.2023 - Current
  • Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
  • Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
  • Developed long-term relationships with clients through regular meetings and reviews of their investments.
  • Researched the various markets in order to provide timely advice on how best to manage a client's assets.
  • Assisted clients in setting up trusts, wills, charitable donations. as part of their overall wealth management plan.
  • Coordinated with other professionals such as attorneys and accountants as needed for specific wealth management projects.
  • Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
  • Utilized industry software programs to analyze complex data quickly for accurate results in a timely manner.

Private Client Advisor

J.P. Morgan Securities
NY
10.2022 - Current
  • Conduct constant capital markets analysis, leveraging the firms Private Bank research and outlooks as well as outside sources such as Morningstar and Bloomberg to best provide investment commentary and solutions to both existing and prospective clients
  • Develop, propose and implement custom tailored investment portfolios and strategies for wealth management clients and prospects
  • Responsible for client onboarding and account maintenance, including the monitoring of investment portfolios, portfolio rebalancing, executing trade orders and managing cash balances
  • Create comprehensive financial plans by using the firm’s financial planning systems, running stress tests on investment portfolios and conducting Montecarlo simulations for both existing clients and prospects
  • Cultivate strong relationships with bank partners and help coach bankers to develop meaningful client relationships, ensuring a constant referral pipeline to accelerate business growth
  • Responsible for executing unique marketing campaigns, promoting firms Wealth Management capabilities and investment expertise to promote constant revenue and AUM growth.

Private Client Banker

J.P. Morgan Chase Bank
NY
08.2021 - 10.2022
  • Grew new Private Client account conversion by 88% as compared to prior years Private Client conversion numbers for same quarter
  • Increased the first-time investor metric for Private Clients by 35% when compared to same quarter previous year
  • Work closely with Financial Advisors to increase assets under management by conducting joint Private Client wealth management presentations for clients
  • Discover and identify client needs and opportunities for business growth in order to have a consistent referral pipeline to Financial Advisors and loan originators
  • Responsible for building, managing, and maintaining trusting relationships between the bank and its high-net-worth and emerging high-net-worth clients by being the main point of contact for their investment, banking, and lending needs
  • Responsible for retaining and growing both deposit and investment balances in the branch
  • Answer questions and educate clients about their investing and lending needs as well as their financial health
  • Use Salesforce CRM to manage book of clients composed of Private Clients as well as other High Net Worth clients of the branch.

Education

Bachelor of Science in Finance -

New Paltz, THE STATE UNIVERSITY OF NEW YORK
05.2020

Skills

  • Bloomberg Terminal
  • Bloomberg Market Concepts Certificate
  • Morningstar
  • Tax planning
  • Microsoft Excel
  • VBA on Excel
  • Effective presentation skills
  • Bilingual
  • Spanish
  • English
  • Public speaking skills
  • Oral communication skills
  • Written communication skills

Certification

  • SIE
  • Series 7
  • Series 66
  • NY Life, Health, Disability, and Variable Annuity Insurance

Activities

  • SUNY, New Paltz Baseball (NCAA)
  • SUNY New Paltz School of Business 2019 Debate Tournament Champion
  • SUNY New Paltz School of Business Finalist, Business Plan Competition, 2019
  • Mid-Hudson Regional Business Plan Competition Participant, 2019
  • SUNY New Paltz Finance Club, 2019-2020

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Private Wealth Manager

Merrill Lynch Wealth Management
09.2023 - Current

Private Client Advisor

J.P. Morgan Securities
10.2022 - Current

Private Client Banker

J.P. Morgan Chase Bank
08.2021 - 10.2022

Bachelor of Science in Finance -

New Paltz, THE STATE UNIVERSITY OF NEW YORK

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Camilo Burgos-Bye