Connor Gillis
Grand Rapids
Summary
Experienced Wealth Management Analyst skilled in relationship management, financial reporting, and investment management. Brings fresh perspective, eagerness to learn, and a commitment to White-Glove service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Wealth Management Analyst
Rockefeller Global Family Office
01.2024 - Current
- Assisted in transferring a team of 26 members and ~ $5.5 billion in assets from Merrill to Rockefeller
- Primary investment manager for ~ $750 million during the transition and handled enrollment for ~ 500 accounts.
- Acting as a relationship manager for key families generating more than $25k in annual revenue.
Wealth Management Specialist
Merrill Lynch
04.2022 - 01.2024
- Managed account needs for high net-worth clients, assisted in annual reviews, and hosted individual
- Primary investment operations manager for ~ $750 million of assets
- Advised clients on investments, retirement and estate planning.
Registered Wealth Management Client Associate
Merrill Lynch
02.2022 - 04.2022
- Handled trading operations for advisors and clients - Stocks, bonds, and options.
- Walked clients through their portfolios, proposed changes, and assisted with Financial Planning.
Wealth Management Client Associate
Merrill Lynch
01.2020 - 02.2022
- Assisted advisors with servicing clients by preparing financial plans, conducting investment research and portfolio reviews.
- Facilitated new client onboarding process and investment account setup.
Education
BBA - Finance
Grand Valley State University
Allendale, MI05-2021
Skills
- Client Relationship Management
- Financial Planning
- Investment Management
Certification
- SIE / Series 7
- Series 66
- CRPC
Timeline
Wealth Management Analyst
Rockefeller Global Family Office
01.2024 - Current
Wealth Management Specialist
Merrill Lynch
04.2022 - 01.2024
Registered Wealth Management Client Associate
Merrill Lynch
02.2022 - 04.2022
Wealth Management Client Associate
Merrill Lynch
01.2020 - 02.2022
BBA - Finance
Grand Valley State University
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