Jeffrey Repasky
Marietta,GA
Summary
Customer oriented, strategic thinking financial consulting professional with over 30 years of diverse Industry experience. Specializing in a consultive approach to relationship building, client acquisition and retention. Multi-tasking and self-motivated leader known for strong technical knowledge and expertise. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
30
30
years of professional experience
Work History
Vice President - Wealth Senior Advisory Consultant
TRUIST
Atlanta, GA
05.2015 - Current
- Options Subject Matter Expert (SME) - grew Rampart PYS SMA relationship from 100M to 450M in 2 years.
- Responsible for integration of SpiderRock Option strategies to Truist platform, including conversion of accounts.
- Work with advisors to increase their managed assets through book review, education of SMA's, options and other appropriate solutions and the development of trading models.
- Work as team player to exceed yearly asset and revenue goals.
- Onboarded multiple new advisors worth over $600 mil to the firm.
- Advised senior executives on approaches for resolving complex issues impacting operations.
- Identified problems and implemented solutions to better streamline operations.
- Provided consultation and training support to advisors regarding Envestnet operation.
AVP- Financial Solutions Advisor
BANK OF AMERICA/MERRILL LYNCH
Atlanta, GA
2011 - 2015
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Collaborated closely with other lines of business to deepen relationship and satisfy client needs.
- Consistently met or exceeded goals. Ranked top 10 of Southeast region 2012-2014.
- Finished top 5 in the 1st quarter 2014. Top 100 Nationally - March 2014
SpiderRockTruistFinancial Advisor Dvlpmttice Mgmt Dvlpmt Prgm
MERRILL LYNCH
Atlanta, GA
2009 - 2011
- Developed a book of business in order to meet performance hurdles.
- Effectively sourced prospective clients, assessed customer needs and delivered customized solutions.
- Recommended investment solutions suiting the client, based on objective, resources, time horizon, risk profile and preferences.
- Balanced investment management, sales activities, customer service, new client development, compliance and personal growth according to short and long term plan.
Owner
EVEREST VENDING, LLC.
Marietta, GA
2004 - 2009
- Co-Founded company, handling all financial and administration aspects of the business.
- Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
- Provided superior customer service by placing emphasis on meeting client needs
- Grew business by 10% per year through acquisition and organic growth
- Maintained profitability through logistics, time management and inventory control.
Asset Manager / Proprietary Trader
STERLING TRADING
Atlanta, GA
1998 - 2003
- Actively trade a wide variety of domestic equities and futures for proprietary account.
- Analyzed financial data, industry trends, and market conditions to identify opportunities for asset growth.
Manager / Trainer / Trader
ROCKRIMMON SECURITIES
New York, NY
1993 - 1998
Regional Sales Rep - Customer
MERRILL ANDERSON CO.
Stratford, OH
1988 - 1991
Financial Analyst/Budget Analyst
LAKEWOOD HOSPITAL
Lakewood, OH
1986 - 1988
Education
MBA - Finance -
EMORY UNIVERSITY, GOIZUETA BUSINESS SCHOOL
BA Economics -
DEPAUW UNIVERSITY
Skills
- Relationship Building
- Customer Service
- Account Management
- Business Development
- Complex Problem-Solving
- Team Leadership
- Critical Thinking
- Account Management
- Training and Mentoring
Information
Series 7, 66, 9 and 10, CRPC, GA Life, Variable Life
Timeline
Vice President - Wealth Senior Advisory Consultant
TRUIST
05.2015 - Current
AVP- Financial Solutions Advisor
BANK OF AMERICA/MERRILL LYNCH
2011 - 2015
SpiderRockTruistFinancial Advisor Dvlpmttice Mgmt Dvlpmt Prgm
MERRILL LYNCH
2009 - 2011
Owner
EVEREST VENDING, LLC.
2004 - 2009
Asset Manager / Proprietary Trader
STERLING TRADING
1998 - 2003
Manager / Trainer / Trader
ROCKRIMMON SECURITIES
1993 - 1998
Regional Sales Rep - Customer
MERRILL ANDERSON CO.
1988 - 1991
Financial Analyst/Budget Analyst
LAKEWOOD HOSPITAL
1986 - 1988
MBA - Finance -
EMORY UNIVERSITY, GOIZUETA BUSINESS SCHOOL
BA Economics -
DEPAUW UNIVERSITY