Janet Sullivan Perry
Conroe,TX
Summary
Accomplished banking professional bringing 25+ years of progressive experience. Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Private Banker, AVP
Morgan Stanley Wealth Management
2013.05 - 2023.11
- Established new relationships with Financial Advisors and their high net worth clients to expand relationship and maximize revenue.
- Supported Financial Advisors client objectives with detailed financial analyses that informed strategic decisions related to credit and cash flow management.
- Developed tailored solutions to meet individual banking needs.
- Collaborated with cross-functional teams, such as credit specialists and trust officers, to provide comprehensive financial solutions for clients.
- Demonstrated year over year the ability to meet and exceed production targets.
Wealth Management Banker, VP
NationsBank / Bank Of America / Merrill Lynch
1994.09 - 2012.06
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Demonstrated expertise in various banking products like loans or mortgages, ensuring clients make well-informed decisions.
- Maintained long-term relationships with clients through regular communication, proactively addressing concerns, and providing market updates.
- Successfully managed a diverse client portfolio of $100 million in assets that included entrepreneurs, professionals, and high-net-worth families.
- Collaborated with cross-functional teams, such as credit specialists and trust officers, to provide comprehensive financial solutions for clients.
Skills
- Relationship Building
- New Business development
- Account Management
- Loan/Account Origination
- Marketing Financial Products
- Team coaching and development
Certification
FINRA License- 6, 7, 63
NMLS #620159
Timeline
Private Banker, AVP
Morgan Stanley Wealth Management
2013.05 - 2023.11
Wealth Management Banker, VP
NationsBank / Bank Of America / Merrill Lynch
1994.09 - 2012.06
FINRA License- 6, 7, 63
NMLS #620159
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