Chandler Bonta
Belleville,IL
Summary
Financial Advisor with a proven track record at Merrill Lynch, excelling in client relationship management and investment strategies. Successfully identified new business opportunities and implemented fraud detection processes, enhancing security and trust. Committed to regulatory compliance and risk assessment, ensuring clients achieve their financial goals with confidence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Merrill Lynch
St Louis, MO
10.2022 - Current
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Identified new business opportunities through networking and referrals.
- Implemented customer verification processes, significantly reducing the risk of fraudulent account creation.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
Building Manager
UMSL Recreation and Wellness Center
St Louis, MO
01.2019 - 05.2022
- Ensured compliance with local, state, and federal regulations pertaining to building operations.
- Conducted regular safety inspections of the premises and equipment.
- Supervised staff members responsible for cleaning services and other duties related to building management.
- Resolved tenant complaints promptly in a professional manner.
Education
BBA - Finance
UMSL
St Louis, MO05-2022
Skills
- Regulatory compliance
- Investment strategies
- Client relationship management
- Risk assessment
- Networking skills
Certification
- SIE
- Series 7
- Series 66
- CRPC™
Timeline
Financial Advisor
Merrill Lynch
10.2022 - Current
Building Manager
UMSL Recreation and Wellness Center
01.2019 - 05.2022
BBA - Finance
UMSL
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