Douglas Phillips

• Negotiated, prepared, and signed contracts with clients.
• Vetted car buying aspirations specifically to individual client wants, leading to repeat business.
• Increased client base by developing and implementing effective business development strategies.
• Worked with owner of dealership to secure the firms first new car franchise

• Managed a book of one billion dollars of existing Fidelity client accounts
• 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.

Managed my book of business while growing the securities division of the bank

• Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
• Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
• Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
• Educated clients on various investment options, empowering them to make informed decisions about their finances.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Established new client relationships by conducting thorough needs assessments during initial consultations.