Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
Work History
Investment Solutions Representative
Fidelity Investments
Monterey, CA
06.2019 - Current
Developed and maintained relationships with customers and assisted in generating sales opportunities.
Built positive and productive customer connections to drive consistent sales.
Developed excellent rapport with custom builders to expand opportunities for growth.
Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
Financial Advisor
Merrill Lynch
San Jose, CA
01.2012 - 01.2019
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Developed and deepened relationships with new and existing clients to advance progress and improve business.
Promoted business to increase customer base and grow revenue.
Grew assets under management through referrals and new business opportunities.
Increased assets under management by offering investment and insurance solutions to clients.