Charlie Collado
Bloomingdale,IL
Summary
Accomplished Financial Solutions Advisor with a proven track record at Bank of America Merrill Lynch, adept at developing financial plans and advising on investments. Skilled in managing wealth and leveraging FINRA Series 7 and 66 licenses. Demonstrates exceptional leadership and relationship-building abilities, significantly enhancing client portfolios and business growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Officer, Financial Solutions Advisor CRPC®
Bank of America Merrill Lynch
Elk Grove Village, IL
03.2022 - 07.2024
- Communicate with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Develop and grow a book of business by sourcing prospective clients
- Utilize market viewpoints for market trends, economic data, and monthly/quarterly updates from the Chief Investment Office to provide insights to clients and their portfolios
- Build strong relationships with teammates, business partners and specialists by fostering teamwork and collaborations
Relationship Banker
Bank of America
Wheaton, IL
01.2021 - 03.2022
- Advised customers on bank products, services and financial planning options.
- Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Shift Supervisor
Starbucks
Schaumburg, IL
06.2019 - 12.2020
- Responsible for opening and closing the business according to expectations of the management team
- Lead and evaluate employees; counsel; promote employee growth, efficiency, morale, and teamwork
Education
Bachelor of Science - Finance
University of Illinois At Chicago
Chicago, IL06.2019
Associate of Arts - General Studies, with High Honors
College of DuPage
2014
Skills
- Developing Financial Plans
- Advising on Investments
- Managing Wealth
- FINRA Series 7 License
- FINRA Series 66 License
- Planning for Retirement
Certification
- Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
Affiliations
Finance and Investment Group, University of Illinois at Chicago
Management Leadership Association, University of Illinois at Chicago
Timeline
Officer, Financial Solutions Advisor CRPC®
Bank of America Merrill Lynch
03.2022 - 07.2024
Relationship Banker
Bank of America
01.2021 - 03.2022
Shift Supervisor
Starbucks
06.2019 - 12.2020
Bachelor of Science - Finance
University of Illinois At Chicago
Associate of Arts - General Studies, with High Honors
College of DuPage
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