Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Jessica Hill

Gig Harbor,WA

Summary

Seasoned investment professional, adept in client portfolio management, building enduring relationships and growing market share thru expertise in wealth advisory business. Proven track record in retaining and developing Advisor and client trust through reliable, informative and consultative relationships, providing exceptional communication, investment sales acumen and a deep understanding of the capital markets.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Advisory Consultant - West

Loomis Sayles
Gig Harbor, WA
01.2019 - Current
  • Seasoned professional with tenured and trusted relationships across both wirehouse and RIA Advisors in the Western U.S.
  • Serves as liaison between portfolio management and sales and marketing.
  • Subject matter expert on fixed income, municipal bonds, taxable bonds, crossover strategies providing ongoing insight and information on the firms portfolio strategies, market outlook, performance attribution and strengths and benefits of Loomis' research and analytical resources.
  • Collaborates with Advisors to develop custom portfolio strategies to meet clients' financial goals.

Divisional Director - West

McDonnell Investments
Gig Harbor, WA
10.2005 - 01.2019

  • Developed and implemented strategies to increase sales and market share of McDonnell SMA portfolios.
  • Fostered long-term partnerships with key industry players to enhance market presence.
  • Traveled with Natixis sales team in their territories to introduce key relationships, retain and develop new business and help sales reps articulate the McDonnell muni story
  • Presented portfolio performance reports to stakeholders, highlighting achievements and areas for improvement.
  • Facilitated client meetings to discuss portfolio performance, adjustments, and financial planning strategies.

Technical Analyst

UBS Financial Services
Newport Beach, CA
09.2002 - 10.2005
  • Provided asset allocation and portfolio analysis and recommendations for Financial Advisors in southern California region
  • Worked closely with UBS regional, divisional and branch management to support sales and Advisor education initiatives and goals
  • Generated proposals and market analysis for client specific opportunities
  • Colloborated with sales reps at sponsor firms to promote investment strategies and areas of focus for the firm

Education

Bachelor of Science -

Pepperdine University
Malibu, CA
04-1997

Skills

  • Client portfolio management
  • Relationship building and management
  • Product expertise
  • Client relationship management
  • Strategic business development
  • Excellent written and verbal communication
  • Investment advisory expertise
  • Wealth management
  • Equity and fixed income markets
  • Consultative sales
  • Presentation skills
  • Investment sales

Certification

  • FINRA - Series 7 License
  • FINRA - Series 63 License

Accomplishments

  • Morgan Stanley Excellence in Marketing Award - Western Division
  • Smith Barney Excellence in Marketing Award - Northern California Region
  • Smith Barney Excellence in Marketing Award - Southern California Region

Timeline

Advisory Consultant - West

Loomis Sayles
01.2019 - Current

Divisional Director - West

McDonnell Investments
10.2005 - 01.2019

Technical Analyst

UBS Financial Services
09.2002 - 10.2005

Bachelor of Science -

Pepperdine University

Similar Profiles

CREATE PROFILE
Jessica Hill