Wendy Golden
Riverton,UT
Summary
- Conducted comprehensive financial assessments for high net worth clients, analyzing their investment portfolios, cash flow, and financial goals
- Developed personalized financial plans and recommended strategic investment strategies to help clients achieve their long term financial objectives
- Provided ongoing portfolio management and regular performance reviews to ensure clients' financial plans remain aligned with their goals
- Collaborated with other financial experts, including tax advisors and estate planners, to provide clients with a holistic approach to wealth management
- Maintained a deep understanding of financial markets, economic trends, and tax laws to make informed investment recommendations
- Cultivated and maintained strong relationships with clients, ensuring their continued satisfaction and loyalty
Overview
26
26
years of professional experience
Work History
Private Client Banker
J.P. Morgan Chase & Co
06.2023 - Current
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering exceptional client experience
- Proven business results by acquiring new assets, both from existing client base and new client acquisition on a monthly basis
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Senior Branch Office Administrator
Edward Jones
03.1999 - 06.2023
- Acted as main point of contact for clients, addressing and resolving any inquiries or concerns
- Processed monetary transactions
- Placed trades in various investments; including, but not limited to, stocks, bonds, CDs, mutual funds and annuities/life insurance products
- Prepared and reviewed financial reports and statements, ensuring accuracy and compliance with company policies for a book of business exceeding $175 million
- Collaborated with other branch offices to share best practices and support companywide initiatives
- Maintained a position on Regional Leadership team to ensure regional development and profitability were maintained
- Assisted with onboarding and training of financial advisors and their support staff
Education
Studied towards BS - Accounting / Finance
Tarleton State University
Stephenville, TX12-2018
Skills
- Detail Oriented
- Problem Solver
- Bull dog to obtain new business
- Team Builder
- Personable
- Leader
Accomplishments
Fortune 500 Hero Fortune 500 Magazine June 2014
Edward Jones nominated me to be 1 of 50 Fortune 500 Companies heroes. I was awarded this in June, 2014, for donating a kidney to a client.
Licenses
- SIE
- Series 6
- Series 63
- Series 7
- Life and Annuity for Utah
Timeline
Private Client Banker
J.P. Morgan Chase & Co
06.2023 - Current
Senior Branch Office Administrator
Edward Jones
03.1999 - 06.2023
Studied towards BS - Accounting / Finance
Tarleton State University
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