GREGORY JEAN BAPTISTE
Charlotte,United States
Summary
Motivated Financial Advisor with a master in financial planning and analytics. I will be sitting for the CFP mark in March 2026. Well-organized and reliable. Eager to bring a strong work ethic, new perspectives, and excellent problem-solving abilities to make a positive impact.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Wells Fargo Advisors
12.2022 - Current
- Provided professional recommendations on investment, products and services based on individual needs.
- Engaged actively with clients, cultivated and developed strong client relationships through regular communication and tailored approach.
- Answered 25+ calls a days while being compliant y mitigating risk and providing excellent service to the clients.
- Assisted Financial Advisors with investment program training, 600+ Million transfer and ensuring a smooth transition to the firm.
Banker
Wells Fargo
05.2021 - 12.2022
- Opened accounts, helped customers with their financial needs and provided value and excellent customer experience.
- Created wires, processed loans, credit card applications, opened and maintained consumer, trust and business accounts.
- Work with premier bankers and advisors by referring and segmenting clients for investment purposes.
Missionary
The Church Of Jesus Christ Of Latter Day Saints
12.2014 - 12.2016
- Coordinated service projects, ensuring alignment with mission objectives and community needs.
- Trained and mentored new missionaries, enhancing team effectiveness and knowledge sharing.
- Built lasting relationships with community members through genuine empathy, compassion, active listening skills.
Education
Master of Financial Planning And Analytics -
Utah Valley University
05.2025
Bachelor of Science - Business Administration/Emphasis Finance
Brigham Young University-Idaho Utah Valley University
07.2022
Skills
- Relationship building
- Financial planning
- Banking
- Fluent in Spanish and French
- Series 7,63,65
- North Carolina Health & Life insurance licenses
- Communication Skills
Timeline
Financial Advisor
Wells Fargo Advisors
12.2022 - Current
Banker
Wells Fargo
05.2021 - 12.2022
Missionary
The Church Of Jesus Christ Of Latter Day Saints
12.2014 - 12.2016
Master of Financial Planning And Analytics -
Utah Valley University
Bachelor of Science - Business Administration/Emphasis Finance
Brigham Young University-Idaho Utah Valley University