Summary
Overview
Work History
Education
Skills
Timeline
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Dennis McCormick

Menomonee Falls

Summary

Results-driven financial advisor with expertise in investment advice and relationship management. Proven ability to develop personalized financial plans and conduct market research, ensuring client satisfaction and portfolio growth.

Overview

11
11
years of professional experience

Work History

Financial Advisor

Wells Fargo Advisors
Hales Corners, WI
03.2025 - Current
  • Developed personalized financial plans for clients based on individual goals and risk tolerance.
  • Conducted market research to identify investment opportunities and trends for client portfolios.
  • Creates financial plans through the use of E-Money to create a financial roadmap for clients.
  • Assisted in the preparation of comprehensive financial reports for client reviews and meetings.

Senior Premier Banker

Wells Fargo
Mequon, WI
12.2021 - 03.2025
  • Cultivated strong relationships with clients to identify financial needs and provide tailored banking solutions.
  • Executed daily operational tasks, ensuring accuracy in transactions and compliance with banking regulations.
  • Analyzed customer portfolios to recommend appropriate investment strategies and enhance financial growth.
  • Trained junior bankers on product knowledge and customer service best practices to improve team performance.

Senior Premier Banker

BMO Harris Bank
Elm Grove, WI
07.2015 - 11.2021
  • Implemented process improvements that streamlined client onboarding and reduced transaction processing time.
  • 2019 Top Performer award as one of the company's top producing premier bankers.
  • Monitored market trends to adapt services offered, maintaining competitive edge within local banking landscape.
  • Led initiatives to enhance customer experience, resulting in positive feedback and increased satisfaction ratings.

Education

Bachelor of Arts - Communications

University of Wisconsin, Green Bay
Green Bay, WI
12-2002

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking

Timeline

Financial Advisor

Wells Fargo Advisors
03.2025 - Current

Senior Premier Banker

Wells Fargo
12.2021 - 03.2025

Senior Premier Banker

BMO Harris Bank
07.2015 - 11.2021

Bachelor of Arts - Communications

University of Wisconsin, Green Bay