Jennifer Ralston, ChFC
White Lake,MI
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Private Wealth Advisor/Processing Manager
Executive Wealth Management
11.2015 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Quantitative Research Associate
Victory Capital Management (Munder Capital Mgmt)
03.1998 - 02.2015
- Research Support for Portfolio Management of Large Cap Growth/Mid Cap Growth/Small Cap Growth Mutual Funds.
- Maintained quarterly company earnings analysis reports
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Managed client relations through communication and helpful interactions.
Education
ChFC
American College of Financial Planning
01.2022
Skills
- Series 65
- Financial Planning
- Wealth Preservation
- Retirement Planning
- Process Development
- Management/Mentoring
Certification
- ChFC - Chartered Financial Consultant
- Series 65
Timeline
Private Wealth Advisor/Processing Manager
Executive Wealth Management
11.2015 - Current
Quantitative Research Associate
Victory Capital Management (Munder Capital Mgmt)
03.1998 - 02.2015
ChFC
American College of Financial Planning
- ChFC - Chartered Financial Consultant
- Series 65
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