Cassandra Wegmiller
Charlotte,NC
Summary
Experienced relationship manager in financial services industry for 13 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial strategies, leverage consultative techniques with diligent attention to individual needs. Dedicated and dependable relationship-builder with excellent organizational strengths and communication with internal and external shareholders.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Vanguard
11.2018 - Current
- Conducted needs analysis to develop custom financial plan that matches a client's investment objectives and risk tolerance resulting in hundreds of clients enrolling in ongoing advisory services.
- Cultivated and strengthened relationships by providing value added financial planning topics for over 250 of clients with varying wealth management goals.
- Facilitated onboarding process and continued as dedicated point of contact for all aspects of client relationship with emphasis on strategic proactive outreach.
Client Relationship Consultant
Vanguard
09.2011 - 11.2018
- Delivered outstanding service to clients to maintain and extend relationships for high net worth and ultra high net worth clients, including to identify ongoing advisory needs and asset consolidation opportunities.
- Managed and grew a book of business of hundreds of clients with a combined value of over $1 billion in assets.
- Liaised with clients, managers, and cross business departments to provide best outcomes for clients for time sensitive and complex investment needs.
Education
MBA -
Canisius College
Buffalo, NY05.2009
Bachelor of Science - Political Science
SUNY College At Brockport
Brockport, NY05.2005
Skills
- Consultative Sales Dialogue
- Microsoft Office Suite
- Customer Service
- Financial Planning
- Relationship Management
Certification
Certified Financial Planner
Timeline
Financial Advisor
Vanguard
11.2018 - Current
Client Relationship Consultant
Vanguard
09.2011 - 11.2018
MBA -
Canisius College
Bachelor of Science - Political Science
SUNY College At Brockport
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