Grant Walker
New York,NY
Summary
Licensed financial services professional seeking a position with a top company. Proven to be a quick leaner and highly energetic with the base knowledge of skills needed to perform the tasks and the training to continue to higher positions.
Overview
3
3
years of professional experience
Work History
Digital VEA Analyst
Morgan Stanley
10.2022 - 02.2024
- Leveraged Firm's digital tools to strengthen client relationships and drive business growth on behalf of financial advisors.
- Promoted adoption of Goals Based Wealth Management Strategy among Financial Advisors with emphasis on generating Net Acquired Assets, bringing in ~$20 million NAA across all teams.
- Provided support to Financial Advisors in assisting their clients with executing investment strategies aligned with their financial objectives.
- Developed and implemented effective strategies to engage clients in new business opportunities and asset consolidation based on reports produced by tools such as Aladdin.
- Produced customized client communication for Financial Advisors targeting specific segments of their book using various analytical data.
- Established, maintained and supported strong working relationships with Financial Advisors. Demonstrated accountability and strong work ethic to promote confidence and trust in their work.
Research Analyst Intern
Swfinstitute
06.2021 - 08.2021
- Followed established processes to ensure data excellence within companies database, and regularly audited and refined datasets
- Collected data on competitors, consumers and marketplace and consolidated data to be made for presentations and reports.
- Analyzed, interpreted and converted statistics into charts and graph reports to present research findings at meetings.
Financial Advisor Intern
CFG Wealth Management
05.2021 - 06.2021
- Engaged with customers to build rapport and loyalty.
- Monitor and identify clients and maintain client base through efficient communication with clients and analyze any changes in clients needs.
- Evaluate prospect requirements of clients and determine qualified leads through efficient networking and cold calling.
Education
Bachelor of Science - Finance
Pennsylvania State University
State College, PA12.2021
Associate of Science - Economics
Santa Barbara City College
Santa Barbara, CA05.2020
Skills
- Series 7 and Series 63 Licenses
- Trained and proficient with Sales Force software
- Experienced in Microsoft Office suite including Microsoft Word, Excel, Power Point,Outlook, OneNote, etc
- Aladdin (Asset Aggregation Software)
Timeline
Digital VEA Analyst
Morgan Stanley
10.2022 - 02.2024
Research Analyst Intern
Swfinstitute
06.2021 - 08.2021
Financial Advisor Intern
CFG Wealth Management
05.2021 - 06.2021
Bachelor of Science - Finance
Pennsylvania State University
Associate of Science - Economics
Santa Barbara City College
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