Huy Le
Mount Pleasant,MI
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Consultant
Private Client
06.2020 - 08.2022
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Education
BBA - International Business
Central Michigan University
05.2027
Skills
- Managing Wealth
- Equity and Debt
- Financial and Estate Planning
- Sales Expertise
- Stock Market Understanding
- Investment Advising
Certification
- CIBA - Certified Investment Banking Associate
Timeline
Financial Consultant
Private Client
06.2020 - 08.2022
BBA - International Business
Central Michigan University
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