Daryl Martin
Perrysburg,OH
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
9
9
years of professional experience
Work History
VP Market Client Relationship Manager
Merrill Lynch
03.2025 - Current
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
Financial Consultant/Coach
Fidelity Investments
01.2021 - 03.2025
- Educating clients on an ongoing basis regarding asset allocation
- Conducting annual reviews of client's profiles to ensure suitable portfolio allocations
- Probing, uncovering, and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
- Answer clients' questions about the purposes and details of financial plans and strategies
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
- Investigated financial and personal data to identify most appropriate investment strategy.
- Resolved service requests in coordination to meet QA processes.
- Coach others to their full potential.
- Empower others to make decisions.
Financial Consultant
E*TRADE Financial
07.2018 - 09.2020
- Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
- Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates
- Prepare or interpret for client's information such as investment performance reports, financial document summaries, or income projections.
Financial Advisor, AVP
BancWest Investment Services
07.2016 - 09.2017
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Contact prospective customers to present information and explain available services
- Sell financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Education
Bachelor of Science - Business Administration Marketing
Western Governors University
Salt Lake City, UTSkills
- Sell Investments
- Wealth Management
- Customer Inquiries
- Customer Interaction
- Coaching and mentoring
- Complex Problem-solving
- Results-driven
- Operations management
Accomplishments
- Series 7, 9, 10, and 66
- Variable Annuity
- Health and Life Insurance
Timeline
VP Market Client Relationship Manager
Merrill Lynch
03.2025 - Current
Financial Consultant/Coach
Fidelity Investments
01.2021 - 03.2025
Financial Consultant
E*TRADE Financial
07.2018 - 09.2020
Financial Advisor, AVP
BancWest Investment Services
07.2016 - 09.2017
Bachelor of Science - Business Administration Marketing
Western Governors University
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