Eric Y. Kenney
McHenry,Illinois
Summary
Dedicated professional with a history of achieving and exceeding targets in diverse fields including military and financial services. Expertise in leading sales teams and driving business success through strategic initiatives and a focus on excellence. Recognized for adaptability in both team-oriented and independent roles, contributing to consistent career advancement.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Merrill Lynch
Chicago, Illinois
03.2024 - 08.2025
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
Financial Solutions Advisor
Merrill Lynch
Buffalo Grove, Illinois
09.2018 - 03.2024
- Assisted and advised clients to help meet their financial goals, such as large purchases, retirement or just general investing goals.
- Consistently exceeded quarterly sale goals per Merrill’s requirements.
- Answered phones and assisted clients with depositing or transferring funds or resolving client issues.
- Prepped new account paperwork and sales material for both existing and prospective clients.
- Enrolled and rebalanced accounts in managed programs and executed trades.
- Responded to client inquiries regarding their accounts, activity, statement information, securities, general products, and service.
- Managed sensitive client data securely while maintaining strict confidentiality standards at all times.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Coached employees on best practices, providing constructive feedback to support their professional growth.
- Enhanced trainee engagement through interactive workshops and hands-on activities.
- Delivered dynamic presentations to facilitate learning and retention among diverse audiences.
11B Infantryman / Staff Sergeant
United States Army National Guard
Elgin, Illinois
01.2011 - 01.2023
- Developed strong leadership skills by mentoring junior infantrymen on essential soldiering practices and techniques.
- Achieved mission success through effective communication with team members and leadership during high-stress situations.
- Assisted in the planning and execution of reconnaissance missions, gathering important intelligence for decision-making purposes.
- Enhanced unit readiness by conducting regular equipment inspections and maintenance tasks.
- Demonstrated adaptability by learning new skills quickly, allowing for seamless transitions between different roles within the unit.
- Collaborated with other military units, streamlining joint operations and increasing overall effectiveness in the field.
Registered Client Associate
Merrill Lynch
Burlington, WI
01.2017 - 09.2018
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
Education
GED -
Lincoln’s Challenge Academy
Rantoul, IllinoisTrade Certificate - Certified Nursing Assistant
Harper Community College
Palatine, IllinoisSkills
- Salesforce
- Client retention strategies
- Interpersonal and client communications
- Presentation development
- Business development
- Workforce management
- Client profile building
- Sales
- Account management
- Training and mentoring
- Salesforce software
- Customer complaint resolution
- Operations management
Certification
- FINRA General Securities Representative Examination, Series 7
- FINRA Uniform Securities Agent State Law Examination, Series 66
- FINRA General Securities Sales Supervisor Exams, Series 9 and 10
Timeline
Client Relationship Manager
Merrill Lynch
03.2024 - 08.2025
Financial Solutions Advisor
Merrill Lynch
09.2018 - 03.2024
Registered Client Associate
Merrill Lynch
01.2017 - 09.2018
11B Infantryman / Staff Sergeant
United States Army National Guard
01.2011 - 01.2023
GED -
Lincoln’s Challenge Academy
Trade Certificate - Certified Nursing Assistant
Harper Community College