Gabriel Chase
Colchester
Summary
Dedicated Financial Advisor with strong skills in financial analysis and portfolio management. Proven ability to build long-term, trust-based client relationships that drive referrals and high conversion rates.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Financial Advisor
McAdam Financial
Boston
01.2022 - Current
- Financial Strategy: Developed personalized financial plans and investment strategies by analyzing stocks, bonds, mutual funds, and real estate to align with client risk tolerance.
- Client Relationship Management: Built and maintained a varying touch-point service model through regular communication, proactive follow-ups, and education on market dynamics.
- Portfolio Oversight: Provided ongoing advice and portfolio adjustments based on life changes, and economic trends.
- Advisory & Education: Translated complex financial data into easy-to-understand terms, explaining the pros and cons of various products to ensure informed client decision-making.
- Business Growth: Expanded Assets Under Management (AUM) by identifying new business opportunities and securing client referrals through exceptional service. 100% Client retention rate over last 24 months.
Financial Consultant
McAdam Financial
Boston
02.2021 - 01.2022
- Lead Generation & Pipeline Management: Built and maintained a robust pipeline of qualified leads through target market research, and maintained an 8:1 pick-up to set meeting ratio, with 6 separate 8 week periods below 5.5:1.
- Client Relationship Management: Proactively managed a diverse client portfolio, providing consistent updates on investment performance and shifting market trends via phone and email.
Education
Bachelor of Science - Business And Managerial Economics
University of Massachusetts, Amherst
Amherst, MA12-2019
Skills
- Financial analysis and portfolio management
- Client education and investment strategy
- Customer relationship management
- Business development and Pipeline management
Certification
Series 65
Timeline
Financial Advisor
McAdam Financial
01.2022 - Current
Financial Consultant
McAdam Financial
02.2021 - 01.2022
Bachelor of Science - Business And Managerial Economics
University of Massachusetts, Amherst