DARIUS BROWN
Baltimore,MD
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant
T. Rowe Price
Owings Mills, MD
02.2024 - Current
- Reviewed existing portfolios to assess performance against established benchmarks and recommended appropriate changes when necessary.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Collaborated with colleagues across departments within the organization in order to ensure a smooth transition between stages of client service delivery.
AVP Investments Financial Advisor
PNC Investments
Baltimore, MD
08.2023 - 02.2024
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
AVP Financial Solutions Advisor
Bank of America/ Merrill Lynch
Baltimore, MD
08.2022 - 08.2023
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
AVP Private Client Banker
JPMorgan Chase
Baltimore, MD
04.2022 - 08.2022
- Authorized to deepen client relationships to assist clients in achieving their financial goals while leveraging partners to facilitate responsible growth
- Empowered to maintain affluent clientele relationships while being their dedicated point of contact
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Prospect for new business through networking, community outreach and customer referral generation.
Licensed Relationship Banker
Wells Fargo
Baltimore, MD
07.2021 - 04.2022
- Referred clientele to partners to further discuss investment products and services suitable for clients based on objectives, resources, and risk profiles
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques
- Continually boosted branch production and revenue by 30% by consistently meeting all monthly and quarterly sales goals.
Personal Banker/ Business Advocate
Wells Fargo, Advocate Wells Fargo
Baltimore, MD
08.2018 - 07.2021
- Spearheaded books of business consisting of clients within various stages of business life cycle to properly assess needs of clients
- Guided business acumen meetings to increase referral quality networks to increase client base and encourage existing clients to expand financial portfolios
- Collaborated with management to strategize sales techniques to increase branch productivity and customer service allowing household balance growth to increase by 10%
- Performed individual financial analysis to determine appropriate loan and credit options in addition to assisting with new account openings and business deposits while building pipelines for cross-sell opportunities.
Relationship Banker
Bank of America
Crofton, MD
07.2017 - 08.2018
- Approached prospective clients through cold calling and emails to meet sales targets calling 30-40 clients daily
- Leveraged targeted questioning strategies to discover insight on prospect needs and requirements
- Cultivated relationships with key partners to ensure customers immediate needs were addressed and adhered to Administered and supported sales associates and cross-trained tellers to improve customer satisfaction.
Education
Bachelor of Science - Finance
University of Baltimore
Baltimore, MD06.2027
Skills
- Pipeline Management
- Relationship Building and Management
- Retirement Planning
- Strong Interpersonal Skills
- Financial Transaction Management
- Portfolio Management
- Asset Allocation
Certification
- Series 7
- Series 66
- Life Insurance
- SIE
Timeline
Senior Financial Consultant
T. Rowe Price
02.2024 - Current
AVP Investments Financial Advisor
PNC Investments
08.2023 - 02.2024
AVP Financial Solutions Advisor
Bank of America/ Merrill Lynch
08.2022 - 08.2023
AVP Private Client Banker
JPMorgan Chase
04.2022 - 08.2022
Licensed Relationship Banker
Wells Fargo
07.2021 - 04.2022
Personal Banker/ Business Advocate
Wells Fargo, Advocate Wells Fargo
08.2018 - 07.2021
Relationship Banker
Bank of America
07.2017 - 08.2018
Bachelor of Science - Finance
University of Baltimore