Karina Vega-Gonzalez
Fair Lawn,NJ
Summary
Dynamic Financial Advisor at TD Private Client Wealth with a proven track record in exceeding sales goals and managing significant investment portfolios. Skilled in decision-making and retirement planning, I consistently deliver tailored financial strategies, achieving over $15MM in annuity business. Committed to client education and long-term financial growth
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
TD Private Client Wealth
Elmwood Park, NJ
03.2020 - Current
- Oversee investment management assets totaling 5.05 million dollars.
- Oversee annuity portfolio worth $15 million.
- Surpassed quarterly retail partner referral target of 26 referrals.
- Engaged with Senior Relationship Managers to channel suitable clients towards them.
- Guid clients through different investment choices such as managed portfolios and annuities.
Financial Services Representative
TD Bank
Fair Lawn , NJ
10.2015 - 03.2020
- Surpassed targeted $30,000 monthly annuity sales benchmark consistently.
- Exceeded 1 million dollars in annuity sales volume across 2018 and 2019.
- Exceeded referral targets by leading retail sales in the Northern Market.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Personal Banker II
Wells Fargo
West Orange, NJ
10.2013 - 10.2015
- Regularly introduced eligible clients to Financial Advisor for guidance.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Education
Some College (No Degree) - Organizational Leadership
Columbia Southern University
Orange Beach, ALSkills
- Planning for retirement
- Problem-solving
- Sales expertise
- Client relations
Certification
- NJ Life and Health Insurance
- Series 65
- Series 7
Timeline
Financial Advisor
TD Private Client Wealth
03.2020 - Current
Financial Services Representative
TD Bank
10.2015 - 03.2020
Personal Banker II
Wells Fargo
10.2013 - 10.2015
Some College (No Degree) - Organizational Leadership
Columbia Southern University
Similar Profiles
NICOLA WILLIAMSNICOLA WILLIAMS
Client Service Associate at TD WEALTH PRIVATE INVESTMENT ADVICEClient Service Associate at TD WEALTH PRIVATE INVESTMENT ADVICE
Anessa PatelAnessa Patel
Student Intern at TD Wealth Private Investment AdviceStudent Intern at TD Wealth Private Investment Advice
Nour ZreinNour Zrein
Client Service Associate at TD Wealth Private Investment AdviceClient Service Associate at TD Wealth Private Investment Advice