Summary
Overview
Work History
Education
Certification
Timeline
Generic

Edward Thorne

Tampa

Summary

Performance driven Financial Sales Professional effective in strategic thinking, problem solving and communication with both prospective and current clients seeking investment sales position with firm looking to further existing relationships and expand assets under management.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Vice President

Fisher Investments
07.2021 - Current
  • Manage all steps of sales process from introductory call to onboarding and transfers.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance to drive client retention and increase wallet share.
  • Developed and presented valuable sales presentations to potential customers over phone or zoom to highlight features and benefits of RIAs and how it ties into their long-term objectives.
  • Educated prospective clients on shortfalls of current strategy and potential longer-term implications to their future cash flow needs.
  • Responsible for $70MM in net new assets since starting in July of 2021.

Assistant Vice President - Financial Solutions

Merrill Lynch Wealth Management
01.2019 - 07.2021
  • Educate and advise new and current clients with research-based advice in changing market environments.
  • Develop unique asset and liability management strategies and solutions centered around top life priorities.
  • Build model portfolios and financial plans, based on variances in client's life while monitoring risk adjusted returns.
  • Ability to consistently outperform quarterly benchmarks for sales performance while balancing book of managed clients in fast paced work environment.
  • Effective working in team-oriented organization partnering with both internal and external professionals to increase client satisfaction across all lines of business.

Financial Advisor Development Program

Merrill Lynch Wealth Management
10.2017 - 12.2018
  • Worked with clients to assess and meet short- and long-term financial goals.
  • Cultivated and strengthened relationships by managing every step of sales process from cold call to quarterly reviews.
  • Profiled and analyzed investment products to develop customized financial strategies for financial needs based on risk tolerance, liquidity need and time horizon.

Client Relationship Manager

Reynolds & Reynolds Financial Partners
12.2016 - 07.2017

Intern

Reynolds & Reynolds Financial Partners
01.2016 - 12.2016

Education

BBA - Management

Kennesaw State University
Atlanta, GA
05.2017

Certification

  • Series 7 Certification - General Securities Representative Exam
  • Series 66 Certification - Uniform Combined State Law Exam
  • CRPC - Chartered Retirement Planning Counselor

Timeline

Vice President

Fisher Investments
07.2021 - Current

Assistant Vice President - Financial Solutions

Merrill Lynch Wealth Management
01.2019 - 07.2021

Financial Advisor Development Program

Merrill Lynch Wealth Management
10.2017 - 12.2018

Client Relationship Manager

Reynolds & Reynolds Financial Partners
12.2016 - 07.2017

Intern

Reynolds & Reynolds Financial Partners
01.2016 - 12.2016

BBA - Management

Kennesaw State University
Edward Thorne