JOHN WORKS

• Increased assets under management from zero to $12M by developing tailored portfolios for clients.
• Led a coaching program for personal bankers in eight branches, boosting client referrals and business growth.
• Facilitated monthly training sessions on market trends and investments for bankers, improving referral success and opportunity closures.
• Delivered strategic portfolio updates and investment advice during consultations with clients.
• Acted as primary wealth advisor for Kansas City and Dallas branches, focusing on client financial objectives.

• Ranked first among 26 consultants in 2023, managing $18.3M in Managed Account flows and $29.1M total flows.
• Oversaw relationships with 283 clients and 230 households, managing total AUM of $153M.
• Added 62 new households to client base through effective strategic planning.
• Mentored new hires, contributing to interview processes and proposal training initiatives.
• Achieved quarterly performance goals with an average of 125% success rate.
• Developed investment strategies aligned with client goals and needs.

• Identified $20M in investment opportunities among IRA and 401(k) participants.
• Achieved top sales performance with $3.6M in assets acquired within one month.

Developed customized retirement solutions for plan participants across various account types.

Executed multiple outbound campaigns to enhance client outreach and engagement.

Conducted welcome calls and managed estate and retirement clearinghouse inquiries.

Recognized as September Sales Contest winner for highest dollar amount identified, totaling $3,600,000.

• Generated $2M in rollover inflows and $1.1M for private client group.
• Led division with 126 sales opportunities, exceeding average of 30.
• Assisted clients in developing investment strategies and portfolio allocations.
• Led the entire contact center division in identifying sales opportunities and closing leads across four teams..
• Analyzed personal finances, investment goals, and diversification strategies for clients.
• Executed transactions involving stock funds, bond funds, and target date funds.