Joseph Agee
Huntsville,AL
Summary
Accomplished Wealth Management Professional, with a proven track record in relationship management and analytical thinking. Excelled in business development, securing new opportunities, and fostering client relations. Spearheaded organizational growth and efficiency improvements, demonstrating exceptional leadership and sales expertise.
Professional with strong background in wealth management, equipped to deliver impactful financial strategies and client-focused solutions. Adept at fostering team collaboration and adapting to changing needs to ensure consistent results. Skilled in portfolio management, financial analysis, and relationship building, with eye for market trends and investment opportunities. Reliable and driven by passion for achieving client goals and enhancing financial well-being. Professional with strong background in wealth management, equipped to deliver impactful financial strategies and client-focused solutions. Adept at fostering team collaboration and adapting to changing needs to ensure consistent results. Skilled in portfolio management, financial analysis, and relationship building, with keen eye for market trends and investment opportunities. Reliable and driven by passion for achieving client goals and enhancing financial well-being.
Overview
22
22
years of professional experience
Work History
Wealth Management Associate
Morgan Stanley
02.2024 - Current
- Manage risk effectively through thorough analysis of clients'' requests coordinated with their and financial profiles and Advisors direction.
- Maintain compliance with industry regulations by staying current on updates and changes to policies and procedures.
- Identify new business opportunities by building strong relationships with clients.
- Support senior advisors with daily tasks including processing trades, and managing account documentation.
- Provide exceptional customer service, consistently exceed expectations and receive positive feedback from clients.
- Develop and maintain strong relationships with clients to maximize satisfaction.
Chief Business Development Officer
Keel Point LLC
03.2019 - 03.2023
- Provided executive-level leadership during periods of organizational change, maintaining morale and productivity among employees.
- Aligned company vision with internal communication campaigns-fostering a culture of innovation, collaboration, and continuous improvement within the Financial Advisor Group
- Optimized organizational structure to improve efficiency, streamline processes, and reduce overhead costs.
- Mentored junior team members to develop their skills, enhance their knowledge, and contribute more effectively to the organization''s success.
- Increased revenue by identifying and pursuing new business opportunities in various industries.
- Cultivated strong relationships with key industry stakeholders to gain market insight and competitive advantage.
- Negotiated favorable contracts with suppliers to reduce procurement costs without compromising quality or service levels.
- Enhanced cross-functional collaboration between departments for better alignment of resources towards strategic objectives.
- Established a high-performing sales team through effective recruitment, training, and performance management strategies.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Open New offices in Annapolis, MD and Birmingham, AL
- Spearheaded merger and acquisition negotiations, successfully integrating acquired companies into the organization.
Executive Dire
Morgan Stanley
04.2003 - 02.2019
- Worked closely with organizational leadership to guide operational strategy and organizational growth.
- Monitored compliance with laws and regulations to protect organization from legal liabilities and penalties.
- Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
- Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
- Guided staff through periods of organizational change, maintaining morale and engagement during transitions.
- Forge strong relationships within the organization to facilitate idea sharing and development.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
- Strengthened internal communication channels to facilitate cross-functional collaboration and decision making.
- Built and maintained strong company teams by hiring and training qualified staff to create positive and productive work environments.
- Aligned department vision, goals, and objectives with company strategy to achieve consistently high results.
- Presented regularly at conferences or industry events showcasing the accomplishments of the organization.
- Led organization through significant transition period, maintaining stability and focus on strategic goals.
- Represented organization at industry conferences and events.
- Recruited several outstanding Financial Advisors/teams and opened offices in areas where Morgan Stanley had not previously had a presence ie. Fairhope, AL
Education
Bachelor of Science - Chemistry/Biology
Troy University
Troy, AL08-1972
Skills
- Relationship Management
- Analytical thinking
- Sales expertise
- Critical thinking
- Sales and marketing
- Client relations
- Business development
Timeline
Wealth Management Associate
Morgan Stanley
02.2024 - Current
Chief Business Development Officer
Keel Point LLC
03.2019 - 03.2023
Executive Dire
Morgan Stanley
04.2003 - 02.2019
Bachelor of Science - Chemistry/Biology
Troy University
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