Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

HOLLY FITZGERALD

Kaukauna,WI

Summary

Skilled in driving customer growth and achieving sales objectives through targeted business initiatives. Proven ability to build long-term relationships with internal and external clients, establishing confidence and trust. Strong communication and leadership skills. Effective team builder and motivator.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Wealth Sales Support Manager

Old National Investments
Neenah, WI
09.2018 - Current
  • Responsible for the delivery of client support services for our Private Wealth Management business.
  • Ongoing leadership of a team consisting of 34 Investment Wealth Support Associates, along with Team Leads who provide support to 60 Wealth Advisors.
  • Delivered coaching, guidance and development opportunities for Wealth Support Team members.
  • Took ownership of service and customer issues requiring escalation for both individuals and teams.
  • Collaborated with LPL advisors to identify specific support requirements based on their business needs.
  • Exceptional communication abilities, capable of actively listening to and understanding the concerns and needs of clients and colleagues, frequently engaging with complex topics.
  • Established unity between wealth support and advisors to establish and cultivate effective partnerships
  • Assisted in developing marketing campaigns to increase brand awareness.
  • Collaborated with internal teams to enhance operational efficiency.
  • Collaborated with advisors to analyze additional technology needs for the office, pinpointing areas for improved efficiency.
  • Collaborated with clients, relationship managers, and business partners in Wealth and Commercial/Consumer Banking to ensure efficient operational support.
  • Worked closely with Leadership to develop job descriptions and establish new roles and responsibilities.
  • Possess an extensive understanding of core operating systems for Wealth platforms.
  • Implemented changes based on feedback from customers or regulatory changes.

Senior Relationship Specialist

Charles Schwab & Co., Inc.
Appleton, WI
05.2010 - 09.2018
  • Supervised operational activities and provided client support for the branch, while identifying potential business development prospects.
  • Provided financial advice to unassigned and lower net worth clients.
  • Worked collaboratively with other regions/markets to share knowledge and influence outcomes for a cohesive approach.
  • Handled intricate tax reporting issues, alternative investments, transfers and complaints effectively
  • Created and implemented strategies for enhancing customer experience and engagement levels.
  • Collaborated with internal teams to create customized financial solutions for clients.
  • Managed customer inquiries, complaints, feedbacks, and escalated issues in a timely manner.
  • Organized events such as webinars, seminars or workshops to engage customers in an interactive environment.

Financial Representative

Edward Jones Investments
Phoenix, AZ
07.2008 - 04.2010
  • Analyzed information and prepared plans best suited to individual clients' requirements
  • Provided clients with information on new and existing products and services
  • Communicated complex information to clients explaining options and assessing the relative merits of various financial opportunities
  • Presented educational seminars to groups on various investment ideas and education
  • Devised and executed business development strategies to attract and acquire new clients.

Education

J.D. - Law

Concord Law School (Degree not earned)
San Francisco, CA

Masters of Business Administration -

University of Phoenix
Phoenix, AZ

Bachelors of Science - Business Administration

Arizona State University
Phoenix, AZ

Skills

  • Project Management
  • Continuous professional development
  • Presentation Development
  • Relationship Building
  • Organizational Management
  • Complex problems analysis
  • Business and Operations Management
  • Process flows and Improvement
  • Assignment Delegation
  • Policies and procedures implementation
  • Project Leadership
  • Decision-Making
  • Employee Motivation
  • Employee Development
  • Great communicator and effective listener
  • Effective team builder and motivator
  • Leading Team Meetings
  • Work Planning and Prioritization
  • Performance Improvements and Evaluations
  • Staff Training
  • Problem-Solving
  • Performance Management
  • Document flow coordination

Certification

  • Series 7
  • Series 66
  • Variable Life and Annuities

Timeline

Wealth Sales Support Manager

Old National Investments
09.2018 - Current

Senior Relationship Specialist

Charles Schwab & Co., Inc.
05.2010 - 09.2018

Financial Representative

Edward Jones Investments
07.2008 - 04.2010

J.D. - Law

Concord Law School (Degree not earned)

Masters of Business Administration -

University of Phoenix

Bachelors of Science - Business Administration

Arizona State University

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HOLLY FITZGERALD