Karl Tresner
Lehi
Summary
Dynamic Senior Financial Advisor with a proven track record at Morgan Stanley, adept at delivering tailored investment solutions and fostering strong client relationships. Recognized for exceptional interpersonal skills and results-driven strategies, managing over $400 million in assets while enhancing client satisfaction through complex financial presentations and personalized service.
Overview
19
19
years of professional experience
Work History
Senior Financial Advisor
Morgan Stanley
Sandy
01.2023 - Current
- Engaged in face-to-face interactions with clients, managing a portfolio of over 600 clients with assets totaling $400 million, utilizing consultative financial planning to align clients with tailored investment solutions.
- Developed strong client relationships, uncovering needs and providing complex financial solutions that meet their goals.
- Consolidated client assets through effective relationship management and demonstrated value of financial products and services.
Financial Consultant
E*TRADE from Morgan Stanley
Sandy
01.2022 - 01.2023
- Managed a book of 400 clients with $200 million in assets, focusing on personalized financial planning to help clients achieve their investment goals.
- Fostered positive client relationships, effectively communicating complex investment strategies and solutions to enhance client satisfaction and retention.
Director, Retirement Planner
Fidelity Investments
Salt Lake City
01.2014 - 01.2022
- Partnered with clients in tax-exempt employee plans, understanding their unique financial needs and recommending tailored retirement solutions.
- Led investment guidance interactions utilizing advanced planning tools, enabling clients to achieve financial goals through comprehensive retirement plans.
- Cultivated long-term relationships with clients, demonstrating a steadfast commitment to their financial success while enhancing the firm’s brand presence.
Retirement Relationship Manager
Fidelity Investments
01.2012 - 01.2014
- Managed a diverse book of over 900 defined contribution plan participants, exceeding $630 million in assets, focusing on meeting the investment needs of senior-level executives.
- Recognized in the top 10% of personal and workplace investment sales associates, utilizing a structured sales process to drive client engagement and satisfaction.
- Built lifelong relationships through personalized service and effective financial planning.
Fixed Income Specialist
Fidelity Investments
01.2011 - 01.2012
- Delivered complex fixed income solutions and investment guidance to high-net-worth individuals, recognized for excellence in service by receiving the prestigious President’s Circle award.
- Developed and implemented bond strategies, educating clients on fixed income offerings to support their financial objectives.
Investment Solutions Consultant
Fidelity Investments
01.2007 - 01.2011
- Provided daily investment guidance to over 25 clients, achieving recognition through the Excellence in Action award for exceptional client service.
- Ranked in the top 10% of associates nationally by leveraging consultative selling to deepen client relationships and drive investment success.
- Facilitated training and coaching of team members to enhance operational efficiency and service delivery.
Education
Bachelor of Science - Business
University of Utah
Salt Lake City, UT01.2010
Skills
- Investment solutions expertise
- Retirement planning knowledge
- Interpersonal and communication skills
- Client-focused service
- Complex financial presentations
- Coachable and collaborative
- Results-oriented approach
Certification
- Chartered Retirement Planning Counselor (CRPC)
- Series 7 – General Securities Representative Exam
- Series 63 – Uniform Securities Agent State Law Exam
- Series 66 – Uniform Combined State Law Exam
Languages
- Spanish, Advanced/Intermediate Proficiency
- Portuguese, Advanced Business-level Professional Proficiency
Timeline
Senior Financial Advisor
Morgan Stanley
01.2023 - Current
Financial Consultant
E*TRADE from Morgan Stanley
01.2022 - 01.2023
Director, Retirement Planner
Fidelity Investments
01.2014 - 01.2022
Retirement Relationship Manager
Fidelity Investments
01.2012 - 01.2014
Fixed Income Specialist
Fidelity Investments
01.2011 - 01.2012
Investment Solutions Consultant
Fidelity Investments
01.2007 - 01.2011
Bachelor of Science - Business
University of Utah
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