Ian Grimes

Managed and grew a book of business of over 700 million

Solicited new assets to the firm as well as establish new investment relationships with clients

Ranked # 10 overall in the country my first quarter live

Represented Charlotte on the Premium Elite Council to improve business operations

Nominated to the Future Leaders Program

Managed a book of E*TRADE's top 20% revenue producing clients maintaining excellent customer service and retention

Placed complex option and margin trades for clients

Ranked #1 in the country in my position

Provided advice and created wealth management plans for Merrill clients

Constructed portfolios based on client's investment objectives

Solicited new assets to the firm as well as provided top tier customer service

Exceeded quota and maintained high level of customer satisfaction scores

Prospected potential clients and made sales pitches based on clients needs

Helped client with financing and obtaining credit to purchase vehicles