Debra Butters
Elmira,NY
Summary
Accomplished Registered Client Associate with 23 year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Attentive to detail and accuracy in funds transfers, trades, and transactions. Focused on building strong relationships with high net worth clients and supporting advisors for business growth.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Registered Client Associate
Wells Fargo Advisors
Ithaca, NY
04.1999 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
- Assisted brokers and advisors with servicing clients with assets under management of $800 million by preparing financial plans, conducting investment research and completing trades and transactions.
Marketing Assistant
Bethany Village Retirement Community
Horseheads, NY
05.1997 - 04.1999
- Supported marketing teams, creating, deploying and optimizing campaigns for clients.
- Set up, completed and tracked customer surveys for local, regional and national campaigns.
- Created customized marketing materials to increase product awareness in a tri-county area.
Education
Associate of Applied Science - Secretarial Science
Corning Community College
Corning, NY01.1985
Skills
- Mutual funds
- Stock market understanding
- Financial planning
- Education funds
- Investment advice
Certification
- Series 7/66 Licensed
Timeline
Senior Registered Client Associate
Wells Fargo Advisors
04.1999 - Current
Marketing Assistant
Bethany Village Retirement Community
05.1997 - 04.1999
Associate of Applied Science - Secretarial Science
Corning Community College