Christopher Brown
Philadelphia,PA
Summary
Dedicated financial professional with a history of exceeding company goals through the implementation of reliable, and well-organized practices. Proactive and self-motivated, demonstrating the capability to provide exceptional client support. Skilled in thriving under pressure within a dynamic business environment. A hard-working individual who is aligned with the company’s values and culture, eager to advance my career in the financial industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investment Officer
Truist Wealth
08.2022 - Current
- Associate within a team of over 30 Financial Advisor.
- Managed onboarding of new clients, from account opening to collection of signatures.
- Maintained regular communication with clients, serving as primary liaison on behalf of the Advisor team
- Completed daily business processes, such as accepting and placing trades, account rebalancing, account maintenance requests, new account openings, ETC
- Evaluated and qualified potential leads, enabling Advisors to efficiently follow up and pursue opportunities
- Demonstrated capabilities by being selected to work with several high net worth clients, delivering superior service.
Client Relationship Associate
The Vanguard Group Inc.
04.2021 - 03.2022
- Consulted with over 30 clients daily through both inbound and outbound calls
- Highlighted core values and provided comprehensive education to clients on Vanguard’s portfolio of ETF's, Mutual Funds and other financial products
- Utilized consultative investment approach to understand customer needs and efficiently serve clients
- Strengthened relationships with existing clients, offering insights on account services and capabilities
- Represented Vanguard’s investment philosophy in each conversation with clients
- Worked in CRM systems daily to maintain and record client interactions
- Assisted in the training of new investment representatives
- Selected to be a member of the 'Problem Solving Committee,' where I identified and researched solutions to recurring issues to maximize efficiency.
Account Executive
J.G Wentworth
06.2020 - 12.2020
- Introduced product concepts and offerings to potential clients
- Prospected potential clients through active outreach, making 100+ calls a day
- Managed sales process from introduction to product, follow-ups, and successful closure
- Consistently surpassed sales goals
- Expertise in financial solutions, with a proficiency in CRM software utilization.
Digital Marketing Summer Intern
Liberty Coca-Cola Beverages
04.2019 - 09.2019
- Collaborated with marketing coordinators and graphic designers to create compelling P.O.S copy and design
- Worked alongside local business owners to identify market trends, address client needs and implement Point of Sales marketing materials and promotions
- Coordinated meetings with clients, engaging in discussions on marketing campaigns aimed to boost product awareness, consumer engagement, and sales.
Business Development Intern
Laborocity, LLC
01.2017 - 01.2019
- Recruited and on-boarded independent contractors onto the company platform
- Worked on the sales team to establish partnerships with clients in key markets including Philadelphia, Boston, and New York
- Played a key role in developing the company's database using Microsoft Excel
- Networked with local companies and product managers to develop leads and generate business
- Systematically managed client information and communications in the CRM system.
Education
Bachelor of Arts - Communications
University of South Carolina
01.2020
Malvern Preparatory School
01.2016
Skills
- Strong Verbal and Written Communication
- Conflict Mediation
- Key Account Management
- Social Media Marketing
- Client Relationship Management
- Business Acumen
- Microsoft Excel
Certification
- SIE
- Series 7
- Series 63 Licensed
Timeline
Investment Officer
Truist Wealth
08.2022 - Current
Client Relationship Associate
The Vanguard Group Inc.
04.2021 - 03.2022
Account Executive
J.G Wentworth
06.2020 - 12.2020
Digital Marketing Summer Intern
Liberty Coca-Cola Beverages
04.2019 - 09.2019
Business Development Intern
Laborocity, LLC
01.2017 - 01.2019
Bachelor of Arts - Communications
University of South Carolina
Malvern Preparatory School
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