Joseph Paul
Salt Lake City,UT
Summary
Hardworking Associate offers customer service paired with outstanding time management and multitasking skills. Diligent team member with 10 years of experience in financial and client centric environment. Team player dedicated to maintaining positive attitude focused on results
Friendly Client Advisor experienced with banking software, including Tamarac and Fidelity. Over 10 years of experience working in a financial institution setting in the Salt Lake City area. Adaptable and hardworking with first-rate troubleshooting and customer service skills.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate
Rockefeller Capital Management
Salt Lake City, Utah
09.2018 - Current
- constructed investment strategies and implementation specific for client's needs, risk tolerance, and financial goals
- client relationship manager for UHNW generational families bridging great grandparents to great grandchildren
- conducted equity research for teams custom money management model
- headed performance data merger project of two separate systems compiling 16 years of performance data across 3500+ accounts
- Implemented tax harvesting to lessen tax burdens
Registered Client Representative
HighTower Advisors
Salt Lake City, Utah
02.2013 - 09.2018
- orchestrated money movements for clients real estate purchases, private placements, and personal expenses
- Compiled research and reports for client reviews
- Onboarded new client and submission of transfer of assets
- Procurement and maintaining office equipment and supplies
- Assisted in hiring and training of interns year round
Front Desk Manager
Snowpine Lodge
Alta, Utah
11.2012 - 03.2015
- Coordinated guests stays, private transportation, and activities
- Auditing cleaning services and bar
- Liaison between management in Maryland
Education
Bachelor of Science - Business Administration
University of Utah
Salt Lake City, UT05-2016
Skills
- Data Entry
- Program Support
- Preparing Reports
- Complex Problem-Solving
- Financial Acumen
- Client Engagement
- Customer Relationship Management (CRM)
Affiliations
- Skiing, mountain biking, and traveling
- Beta Theta Pi - Gamma Beta chapter alumni advisor
Certification
- Series 7 & 66
Timeline
Associate
Rockefeller Capital Management
09.2018 - Current
Registered Client Representative
HighTower Advisors
02.2013 - 09.2018
Front Desk Manager
Snowpine Lodge
11.2012 - 03.2015
Bachelor of Science - Business Administration
University of Utah
- Series 7 & 66
Similar Profiles
Nikita ChhabriaNikita Chhabria
Vice President at Rockefeller Capital ManagementVice President at Rockefeller Capital Management
Aveek RoyChowdhuryAveek RoyChowdhury
Cloud Solutions Architect at Rockefeller Capital Management (Consultant)Cloud Solutions Architect at Rockefeller Capital Management (Consultant)
Dasha (Darya) WeidusDasha (Darya) Weidus
Investment Associate at Rockefeller Capital ManagementInvestment Associate at Rockefeller Capital Management