Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Denise Delaney

Sugar Grove,IL

Summary

With a proven track record in leadership and sales, I am a motivated and self-driven financial professional seeking new opportunities to further excel. I thrive in fast-paced environments, quickly adapting to challenges and executing tasks promptly. Whether working collaboratively or independently, I consistently deliver efficient and effective results. My meticulous attention to detail has been recognized throughout my career, and I am eager to bring my skills and enthusiasm to contribute to the success of your organization.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
09.2022 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

AVP; Merrill Financial Solutions Advisor

Bank Of America Merrill Lynch
12.2019 - 09.2022
  • Developed tailored investment, savings, and credit solutions to meet client needs.
  • Carried out 20-30 cold calls each day to schedule goal-based discussions.
  • Partnered with colleagues at the financial center to deepen client engagements.
  • Ensure adherence to compliance and regulatory protocols.
  • Consistently outperformed established sales quotas.
  • Assess asset availability to design tailored investment strategies.

Officer; Relationship Manager

Bank Of America
07.2016 - 12.2019
  • Engaged with clients regarding their desired financial outcomes.
  • Collaborated effectively with business partners to address various client financial needs.
  • Expanded client base by initiating outbound communications with CMC.

Officer; Financial Center Operations Manager

Bank Of America
09.2013 - 07.2016
  • Execute regular operational duties to ensure optimal functioning of the financial center.
  • Guaranteed appropriate and effective handling of customer problems through the use of proper research tools.
  • Mentored representatives to efficiently meet client requirements by connecting them with correct team members.

Assistant Branch Manager

Bank Of America
01.2011 - 09.2013
  • Supervised operational activities ensuring daily goals are met.
  • Enhance team performance through empowerment, knowledge sharing, coaching and development.
  • Monitored and adjusted tactics to achieve and exceed objectives.

Personal Banker/Teller

Bank Of America
02.2005 - 01.2011

Education

Addiction Studies

Moraine Valley Community College
Palos Hills, IL

Skills

  • Relationship Building and Management
  • Problem-solving
  • Investment advice
  • Retirement planning
  • Attention to detail
  • Client relations
  • Account performance reviews

Certification

  • Series 7
  • Series 66
  • Chartered Retirement Planning Counselor

Affiliations

Women’s Club of Aurora-10/2024-Current

Timeline

Financial Advisor

Edward Jones
09.2022 - Current

AVP; Merrill Financial Solutions Advisor

Bank Of America Merrill Lynch
12.2019 - 09.2022

Officer; Relationship Manager

Bank Of America
07.2016 - 12.2019

Officer; Financial Center Operations Manager

Bank Of America
09.2013 - 07.2016

Assistant Branch Manager

Bank Of America
01.2011 - 09.2013

Personal Banker/Teller

Bank Of America
02.2005 - 01.2011

Addiction Studies

Moraine Valley Community College

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Denise Delaney