Jack Skrzycki
Fort Lauderdale ,FL
Summary
At Fratarcangeli Wealth Management, as a Senior Relationship Manager, I spearheaded revenue growth by 25% over 4.5 years, managing $315M AUM and generating $30M in new assets. My expertise in portfolio management and client rapport significantly contributed to our success, showcasing leadership and market research acumen.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Fratarcangeli Wealth Management
Fort Lauderdale, FL
06.2020 - Current
- Currently service Book of Business, responsible for roughly $315M AUM, that generates $1.7M annually for the firm.
- I participated in growing newly acquired assets through my existing book of clients, with an average annual revenue growth rate of 25% over the past 4.5 years.
- I also generated roughly $30 million in new assets through inherited client referrals.
- Manage existing client relationships on a daily basis by having Client Portfolio Reviews, where we discuss financial planning details like the review of their current income, monthly fixed costs, discretionary income, retirement planning goals, etc.
- Assist the Managing Principal, Jeffrey Fratarcangeli, in prospect preparation, where we review the client's external investment portfolio, discussing details like their current asset allocation vs. Their risk assessment results, current fee structure in the portfolio, and providing formal investment recommendations.
- Assist my existing clients by taking a holistic approach, where we consistently work with their extended team, connecting with their CPA and estate attorney, to cover all aspects of their financial plan.
Education
Certified Financial Planner Certification -
Oakland University
Rochester, MI03-2023
BBA - Finance
Northwood University
Midland, Michigan, MI05-2020
Skills
- Client rapport
- Portfolio management
- Prospect analysis
- Revenue development
- Market research
- Leadership
Certification
- Fully licensed - Series 7 and Series 66 received in November 2020 & January of 2021
Affiliations
- Active member in Bible Study group at Kensington Christian Church in Troy, MI
- Volunteer at the Capuchin Soup Kitchen - in Detroit, MI
- Was Previous Board Member of the Boys & Girls Club of Troy, MI - where I had the opportunity to assist underprivileged children
Timeline
Senior Relationship Manager
Fratarcangeli Wealth Management
06.2020 - Current
Certified Financial Planner Certification -
Oakland University
BBA - Finance
Northwood University
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