Dr. Clyde Woodrow Wint
Rochdale Village,NY
Summary
Accomplished Senior Financial Advisor with 20+ years history of success in Wealth Management and Financial Planning. Utilized analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Controlled multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
24
24
years of professional experience
Work History
Senior Financial Advisor
Merrill Lynch Wealth Manager
08.2021 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
- Increased overall clientele satisfaction rates by resolving issues promptly and ensuring transparent communication throughout transactions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Delivered strategic investment advice for individual and corporate clients.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Presented financial plans and investment recommendations to clients.
Citigold Relationship Manager
Citibank, N.A.
03.2013 - 08.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Organized regular events to foster community engagement among clients, solidifying existing relationships and attracting new business prospects.
Branch Relationship Manager
HSBC Bank USA NA
01.2009 - 03.2012
- Promoted a culture of exceptional customer service, fostering increased client loyalty and repeat business.
- Continuously monitored progress toward sales targets while regularly adjusting strategies as needed based on market conditions.
- Managed a significant pipeline of prospective clients by leveraging internal referrals from other departments within the bank.
- Developed innovative solutions for complex customer issues, resulting in increased satisfaction levels.
- Established strong working relationships with community leaders and local businesses to increase brand visibility and generate new leads.
- Led regular team meetings to review performance metrics, set goals, and discuss ongoing professional development opportunities.
- Increased branch sales performance through effective training and coaching of team members.
- Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Premier Relationship Manager
HSBC Bank USA, N.A.
03.2005 - 03.2012
- Strengthened client relationships by providing personalized financial solutions and tailored wealth management advice.
- Enhanced the reputation of the bank by consistently demonstrating professionalism, integrity, and commitment to excellent customer service.
- Mentored junior team members and shared best practices to foster a collaborative working environment focused on continuous improvement.
- Organized regular networking events to build connections with potential clients, leading to increased business opportunities for the bank.
- Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
- Collaborated with internal partners to generate cross-selling opportunities, maximizing revenue for the bank.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Personal Financial Relationship Manager
JP Morgan Chase Bank N.A.
01.2002 - 03.2005
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
Broker/Account Executive
TD Waterhouse Discount Brokerage
01.2000 - 01.2002
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Discussed financial options with clients and provided informed suggestions.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Education
Ph.D. - Theology
New York Theological Seminary
New York, NY05.2020
Master of Science - Theology
New York Theological Seminary
New York, NY05.2017
Bachelor of Science - Accounting And Business Management
Western New England University
Springfield, MA01.1981
Skills
- Verbal and written communication
- Microsoft Excel
- Client Assessments
- Training and coaching
- Client Engagement
- Client service and support
- Cash Flow Management
- Insurance Planning
- Investment advice
- Retirement planning
- Portfolio Management
- Wealth Management
- Asset Allocation
- Business Development
- Financial Planning
- Retirement needs
- Investment strategies
- Investment Management
- Estate Planning
- Insurance decisions
- Real Estate Investments
- Bonds and Fixed Income
- Financial strategies
- Insurance sales
- Risk Assessment
- Cash Flow analysis
- Pipeline Management
- Financial Services
- Sales expertise
- Financial Advising
- Lead Generation
- Investment planning
- Investment Consulting and Planning
- Account Performance Reviews
- Honest and Dependable
- Attention to Detail
- Critical Thinking
- Client Needs Assessment
- Financials Analysis
Timeline
Senior Financial Advisor
Merrill Lynch Wealth Manager
08.2021 - Current
Citigold Relationship Manager
Citibank, N.A.
03.2013 - 08.2021
Branch Relationship Manager
HSBC Bank USA NA
01.2009 - 03.2012
Premier Relationship Manager
HSBC Bank USA, N.A.
03.2005 - 03.2012
Personal Financial Relationship Manager
JP Morgan Chase Bank N.A.
01.2002 - 03.2005
Broker/Account Executive
TD Waterhouse Discount Brokerage
01.2000 - 01.2002
Ph.D. - Theology
New York Theological Seminary
Master of Science - Theology
New York Theological Seminary
Bachelor of Science - Accounting And Business Management
Western New England University
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