Antonio Nunez Jr.
Katy,TX
Summary
Driven Financial Advisor with expertise in educating clients on investment strategies, retirement planning, and financial planning. Demonstrated success in helping clients achieve their financial goals through sound advice and effective portfolio management. Committed to providing personalized solutions that align with clients’ unique needs and objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor
Merrill Lynch
12.2022 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Developed comprehensive financial plans including retirement, estate planning, tax optimization, and risk management
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Conducted in-depth needs analysis to create tailored investment strategies
- Managed client portfolios of stocks, bonds, bank accounts
Relationship Banker
Comerica Bank
01.2020 - 12.2022
- Manage client portfolio, service relationships and cross sale all products and services to maximize sales opportunities and achieve sale standards
- Identify and match customer product needs by interviewing customers and discussing their financial needs, including making referrals to other departments
- Skilled at opening Business accounts for entities such as LLC, Corporations, and Sole proprietorships by acquiring all required documentation, and helping them reach their financial goals
Branch Assistant Manager
First Convenience Bank
12.2018 - 12.2020
- Participate in collection activities of charge-off accounts including taking payments, negotiating payoffs, outbound calling to clients to remind and encourage to payment commitments
- Serve customers by processing and verifying a variety of transactions quickly with minimal or no errors according to bank regulations such as: wire transfers, check deposit/cashing, cashier’s checks, loan payments etc
- Train staff to deliver exceptional customer service whilst also demonstrating banking expertise and motivated towards achieving the centers goals
- Handled weekly schedules according to payroll policies
- Analyzed marketing information and translated it into strategic plans for client growth
Finance Management Technician
Department of Defense (Army)
05.2012 - 12.2020
- Commercial Vendor Services- reviewed and processed hundreds of government contracts totaling in excess of $100 million in disbursements with zero discrepancies
- Ensured disbursements of government funds to vendors without violation of the Prompt Payment Acts (PPA) by using General Fund Enterprise Business System (GFEBS) and Computerized Accounts Payable System (CAPS) as well as working with the Wide Area Workflow (WAWF)
- Oversaw compensation disbursements for staff members in Vicenza, Italy; monitored, processed, filed, received, and researched all military pay document for the financial management support department as well as travel finance department
- Assisted over 5,000 customers with payroll concerns, while working in the customer service department
Education
Associate of Arts - Business Management
Lone Star Cyfair
Houston, TXSkills
- Customer service
- Relationship building and management
- Stock market understanding
- Managing wealth
- Consumer banking
- Risk mitigation
- Developing financial plans
- Client Retention
- Cash Flow Management
- Spanish Speaker
Certification
- NMLS Licensed, 01/01/19 - Present
- Licensed Notary Public, 01/01/19 - Present
- Chartered Retirement Planning Counselor, 01/01/24 - Present
- Series 7, 01/01/23 - Present
- Series 63, 65, 66, 01/01/23 - Present
Languages
Spanish
Native or Bilingual
Timeline
Financial Advisor
Merrill Lynch
12.2022 - Current
Relationship Banker
Comerica Bank
01.2020 - 12.2022
Branch Assistant Manager
First Convenience Bank
12.2018 - 12.2020
Finance Management Technician
Department of Defense (Army)
05.2012 - 12.2020
Associate of Arts - Business Management
Lone Star Cyfair