Hunter Dezenzio
Nashville,Tennessee
Summary
Financial services professional with experience spanning client service, financial planning, business development, and relationship management. Licensed with FINRA Series 7, Series 63, and Series 65, with experience identifying client needs, conducting initial discovery conversations, and connecting clients with appropriate investment professionals. Proven ability to build client relationships, manage complex operational needs, and collaborate across teams while pursuing continuous professional development. Seeking to leverage a strong client-service foundation, financial planning experience, and proactive approach to grow into an Investment Consultant role.
Overview
1
1
year of professional experience
Work History
Client Relationship Specialist
Charles Schwab & Co
01.2026 - Current
- Manage end-to-end operational servicing for client accounts, including account openings, money movement, check deposits, account maintenance, documentation, and compliance requirements.
- Support approximately five Financial Consultants by managing operational client needs, coordinating follow-up, and ensuring timely execution across client relationships.
- Conduct initial client discovery through service conversations, identifying needs and opportunities and gathering relevant information before transitioning clients to Investment Consultants or Financial Consultants.
- Build trusted client relationships through clear communication, active listening, accurate execution, and proactive follow-up to resolve client needs.
- Contribute to branch digital-adoption initiatives by increasing utilization of DocuSign and digital forms, helping drive digital adoption from 47% in January to 76% in July.
Financial Consultant
Tristate Financial Advisors
06.2025 - 12.2025
- Acquired five clients as an independent advisor through proactive business development, cold outreach, discovery meetings, and needs-based financial planning conversations.
- Executed 12,670 calls over 26 weeks, generating approximately 768 prospect conversations, 142 initial meetings, and 52 financial planning proposals presented.
- Ranked among the top 10 advisors companywide for phone activity in two separate months across an organization of approximately 600 advisors.
- Conducted discovery meetings to identify client goals and financial needs across investments, retirement, tax, and estate planning considerations.
- Developed and presented customized financial planning strategies and scope-of-work proposals, communicating recommendations and service models based on individual client circumstances.
- Analyzed client portfolios and investment information using Morningstar and Orion to support financial planning and investment discussions.
Education
BBA - Finance
The University of Alabama
Tuscaloosa, AL05-2025
Licenses & Regisrations
Series 7 - 07/2026
Series 63 - 09/2026
65 - 05/2025
SIE - 04/2025
Tennessee Life Insurance
Timeline
Client Relationship Specialist
Charles Schwab & Co
01.2026 - Current
Financial Consultant
Tristate Financial Advisors
06.2025 - 12.2025
BBA - Finance
The University of Alabama