Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jack Putnam

Manchester

Summary

Dynamic Financial Advisor with a proven track record at Edward Jones and Merrill Lynch, excelling in relationship building and wealth management. Expert in delivering tailored investment advice and comprehensive financial plans, fostering client loyalty. Recognized for enhancing team performance and aligning goals, driving success in achieving clients' financial aspirations.


Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
01.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Facilitated new client onboarding process and investment account setup.

Assistant Vice President

Merrill Lynch
10.2020 - 01.2024
  • Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
  • Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
  • Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
  • Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.

Education

Bachelor of Science - Dual Major, Economics And Finance

Manhattan College
The Bronx, NY
12-2020

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Retirement planning
  • Client relations
  • Wealth management

Certification

SIE, Series 7, Series 66

Timeline

Financial Advisor

Edward Jones
01.2024 - Current

Assistant Vice President

Merrill Lynch
10.2020 - 01.2024

Bachelor of Science - Dual Major, Economics And Finance

Manhattan College

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Jack Putnam