DANIELLE DEWITT
Summary
Experienced financial advisor with a solid background in providing strategic, complex financial solutions and investment advice. Strong focus on team collaboration and achieving results with adaptability to changing needs. Proven ability to build strong client relationships and effectively manage financial portfolios. Skilled in portfolio management, client relations, and regulatory compliance.
Overview
14
14
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
09.2024 - Current
- Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals with self directed and/or managed accounts on the Merrill Edge platform, increasing AUM from $0 to $1MM in less than 3 months.
- Develop personalized financial strategies to meet client goals and enhance investment performance utilizing the Personal Wealth Analysis.
- Analyze market trends to provide informed recommendations on financial products and services i.e. stocks, bonds, mutual funds, banking, and managed money solutions.
- Collaborate with clients to assess risk tolerance and create tailored portfolio allocations.
- Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex.
- Conducted comprehensive financial reviews, ensuring compliance with regulations and internal policies.
- Consistently met or exceeded performance metrics, earning recognition from management for outstanding achievements in client satisfaction and revenue generation; bringing in more than $2MM in NNM from contrafirms.
- Boosted client retention rates by consistently delivering exceptional customer service and timely followups; all client surveys are "10s."
- Partner with Merrill Private Wealth Advisors and The Private Bank Private Client Advisors on more complex products and broaden client relationships with The Bank of America Corporation.
- Achieved revenue growth targets by cross-selling bank products and services to existing clients.
Assistant Director of Career Services
Texas A&M University
04.2022 - Current
- Implements, develops, and delivers comprehensive student internship/co-op, career development
- Serves as liaison with employers seeking to interview and hire students in internship/co-op opportunities
- Supervises the coordination of internship connections and strategies with career coaches that connects students to internship and co-op opportunities
- Collaborates with faculty, staff, students, employers, and director to design and implement career readiness programming
Career and Internship Coordinator
Tulane University
08.2018 - 03.2022
- Developed and delivered comprehensive student internship/co-op, career development initiatives
- Administered student internship engagement providing them the appropriate information and paperwork to obtain this experience
- Assisted the Director of Center for Careers and Professional Development in implementing and facilitating undergraduate programs for the university by increasing visibility and engagement
- Implemented project management tools i.e., Salesforce to streamline administrative procedures and increase project efficiency by 30%
- Coordinated services in support of hosting internship sites, student interns and faculty supervisors and ensures that all parties have the requisite forms (e.g., evaluations) and are familiar with the policies regarding internship
- Developed and nurtured collaborative relationships with business faculty and staff to lead marketing initiatives internal to Freeman School of Business.
Sales Manager
National Oilwell Varco
07.2014 - 08.2018
- Successfully managed all marketing aspects such as: marketing communications, marketing collateral, marketing budget
- Identified innovative strategies to reach target market via DRIP marketing and quarterly client events
- Developed relationships with key centers of influence and strategic partners within Texas region to drive enterprise solution sales
- Answered the direct response and exceeded expectations for expanding U.S. Operations in the Texas market, part of a 39% growth rate in the U.S Market
- Led pursuit of assigned and relevant prospects; converted new leads into existing accounts across Texas exceeding an annual quota of $3M
- Managed and generated all channel sales, planning, and budgeting for branded personal protective equipment line
- Increased revenue from $2,000 to $60,000, a 2,900% market growth, within a three-month period
- Rebuilt ordering, tracking, and management system to be aligned with marketing trends
- Utilized SAP to manage quotes, order entry, stock, billing, invoicing, and buyouts.
Gate Agent
Delta Airlines
05.2011 - 07.2014
- Ticketed passengers and securely performed ramp operations in accordance with the FAA
- Sold airfare and recorded transactions by reserving desired space in DOS - DeltaTerm
- Provided exceptional service to passengers experiencing delays, missed connections, and cancellations.
Education
Master of Science - Finance
University of Saint Thomas
Houston, TX05-2018
Bachelor of Science - Business Marketing
Indiana University: Kelley School of Business
05.2014
Skills
- Project Planning, Execution & Management
- Organizational & Time Management Skills
- Business Intelligence and Data Analysis
- Microsoft Suite
- Financial Management
- Salesforce
- Contract and Document Management
- Equity valuation
- Cash flow management
- Portfolio management
- Financial planning
- Investment management
LANGUAGES
English: Native or Bilingual
Spanish: Professional Working
Licenses
- SIE
- Series 7
- Series 66
Timeline
Financial Solutions Advisor
Merrill Lynch
09.2024 - Current
Assistant Director of Career Services
Texas A&M University
04.2022 - Current
Career and Internship Coordinator
Tulane University
08.2018 - 03.2022
Sales Manager
National Oilwell Varco
07.2014 - 08.2018
Gate Agent
Delta Airlines
05.2011 - 07.2014
Master of Science - Finance
University of Saint Thomas
Bachelor of Science - Business Marketing
Indiana University: Kelley School of Business
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