James Dell
Austin,TX
Summary
Energetic financial services professional highly motivated to working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Adept at understanding client financial goals and finding solutions to best fit them.
Overview
9
9
years of professional experience
Work History
Registered Client Service Associate
Morgan Stanley
Austin, TX
05.2022 - Current
- Managed the operational side of 5 books of business, covering over 7 million dollars' worth of business.
- Worked hand in hand with the advisors to come up with solutions to client needs on short-term and long-term goals.
- Identified opportunities for process improvement and assisted in the development of new procedures.
Financial Advisor
Equitable Advisors
Austin, ARTX
07.2021 - Current
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Assisted clients with planning for and funding retirements using mutual funds, ETFs and other strategies.
Assistant Controller
JB Good Resources
Chapel Hill, NC
10.2017 - 07.2021
- 2.5 years experience in Sage 100 Contractor and 6 months experience on Sage Paperless
- Generated profit and loss statements to detail company's revenues and expenses.
- Processed bank reconciliations and financial reports to verify practice of proper due diligence.
- Calculated, prepared and filed payroll taxes for clients.
- Posted accounts receivable payments made by cash, check or credit card payments.
Professional Soccer Player
Chattanooga Red Wolves SC
CHATTANOOGA, Tennessee
03.2019 - 11.2019
Professional Soccer Player
Seaford Rangers FC
Adelaide, Australia
03.2018 - 11.2018
Professional Soccer Player
IFK Kumla
Kumla, Sweden
03.2017 - 10.2017
Professional Soccer Player
FC Cincinnati
Cincinnati, OH
02.2016 - 11.2016
Professional Soccer Player
Carolina Railhawks
Raleigh, NC
03.2015 - 11.2015
Education
Bachelor of Science - Operations Systems Management
University of North Carolina At Wilmington
Wilmington, NC12.2014
Skills
- Series 7
- Series 66
- Texas State Insurance License
Timeline
Registered Client Service Associate
Morgan Stanley
05.2022 - Current
Financial Advisor
Equitable Advisors
07.2021 - Current
Professional Soccer Player
Chattanooga Red Wolves SC
03.2019 - 11.2019
Professional Soccer Player
Seaford Rangers FC
03.2018 - 11.2018
Assistant Controller
JB Good Resources
10.2017 - 07.2021
Professional Soccer Player
IFK Kumla
03.2017 - 10.2017
Professional Soccer Player
FC Cincinnati
02.2016 - 11.2016
Professional Soccer Player
Carolina Railhawks
03.2015 - 11.2015
Bachelor of Science - Operations Systems Management
University of North Carolina At Wilmington