Summary
Overview
Work History
Education
Skills
Hobbies
Accomplishments
Timeline
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Hamilton Trimble

Warrior,AL

Summary

Dedicated and organized financial abilities with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

1
1
year of professional experience

Work History

Wealth Management Intern

Garry Hill
Birmingham, AL
06.2022 - 08.2023
  • Attended client meetings to discuss investment objectives and provide insights into the markets.
  • Provided support with administrative tasks such as filing documents, scheduling meetings.
  • Maintained databases of customer information including account balances, transactions history.
  • Supported team with administrative and clerical tasks.
  • Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted with customer requests and answered questions to improve satisfaction.

Education

Bachelor of Science - Finance

The University of Alabama
Tuscaloosa, AL
12-2023

Skills

  • Mutual Funds Understanding
  • Stock Market Expertise
  • Sales Follow-Up
  • Advising on Investments
  • Developing Financial Plans
  • Managing Wealth
  • Client Relations
  • Business Development
  • Financial Advising
  • Wealth Management

Hobbies

  • Reading
  • Working out
  • Understanding historical trends

Accomplishments

  • Most Outstanding Active Brother 2021, Pi Kappa Alpha - Garnet and Gold

Timeline

Wealth Management Intern

Garry Hill
06.2022 - 08.2023

Bachelor of Science - Finance

The University of Alabama

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Hamilton Trimble