Daniel Crisona
Wilmington,DE
Summary
Dynamic financial professional with a proven track record at Covenant Wealth Strategies and JPMorgan Chase, specializing in financial planning and client service excellence. Expert in cash flow management and a team-focused approach, holding Series 7, 63, and 65 licenses. Achieved significant client satisfaction through innovative financial solutions and collaborative team efforts.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Wealth Advisor
Covenant Wealth Strategies
2023.01 - Current
- Partnered with clients in establishing individualized financial plans that accurately reflected their goals and circumstances. Regularly monitored market performance and provided timely updates to accommodate changing needs.
- Generated and developed new clients by leveraging networking activities, referral sources, and relationship-building initiatives in line with the firm's growth strategy.
- Subject matter expert specializing in the utilization of fixed and fixed-index annuity products for client financial planning purposes.
- Collaborated with product wholesalers and industry professionals including CPAs and estate planning attorneys to provide clients with a cohesive team approach.
- Committed to enhancing professional skills through conference participation and achieving industry designations.
Client Concierge
Covenant Wealth Strategies
2021.07 - Current
- Researched and prepared comprehensive client meeting agendas, which included: eMoney portal review, annuity analysis, beneficiary audit, tax planning considerations, researching insurance policies, and reviewing cash flow projections.
- Provided support in client strategy sessions through note-taking and follow-up management.
- Prepared and processed paperwork for a variety of account-types, such as retirement, non-qualified, and trusts.
- Enhanced client knowledge through training demos on LPL AccountView profiles and eMoney portals.
Client Service Associate- Private Bank
JPMorgan Chase
2019.10 - 2021.07
- Consistently provided exceptional client service to ultra high net worth clients through efficient execution of various financial transactions such as money movement, security transfers, and loan transactions.
- Collaborated with client facing teams and internal business groups to deliver and execute client transactions.
- Adhered to and maintained the firm's control policies, procedures, and FINRA regulations while safeguarding client assets from potential fraudulent activities.
Education
Bachelor of Science - Hospitality Business Management
University of Delaware
Newark, DE05.2018
Skills
- Well versed in LPL ClientWorks, LPL AccountView, and eMoney
- Proficient in Microsoft Suite
- Interpersonal Communication
- Financial Planning and Literacy
Certification
- FINRA Securities Industry Essentials, Series 7, 63, 65.
- Accredited Investment Fiduciary (AIF®)
- Delaware Life and Health Insurance Licensed
Timeline
Associate Wealth Advisor
Covenant Wealth Strategies
2023.01 - Current
Client Concierge
Covenant Wealth Strategies
2021.07 - Current
Client Service Associate- Private Bank
JPMorgan Chase
2019.10 - 2021.07
Bachelor of Science - Hospitality Business Management
University of Delaware
- FINRA Securities Industry Essentials, Series 7, 63, 65.
- Accredited Investment Fiduciary (AIF®)
- Delaware Life and Health Insurance Licensed
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