KATIE RUSSELL
Annapolis,MD
Overview
5
5
years of professional experience
Work History
Branch Office Administrator
Edward Jones
08.2024 - Current
- Served as primary point of contact for clients, building long-term relationships with households from 50k-$5 million.
- Made first contact with prospects, set follow up meetings, gathered their data, onboarded, and transferred in outside assets.
- Worked with clients to facilitate rollovers, and communicate with advisor to get funds invested.
- Prepared clients for meetings by gathering financial information and coordinating documentation.
- Opened and maintained brokerage and retirement accounts in compliance with firm and regulatory standards.
Server
Davis' Pub
03.2021 - 09.2025
- Delivered personalized service to diverse customers, anticipating needs and building strong rapport.
- Handled inquiries and resolved issues promptly and professionally, ensuring customer satisfaction.
- Maintained a clean and organized dining area, including setting tables and restocking supplies.
- Balanced taking orders, serving food, and processing payments in a fast-paced environment.
Client Associate
RBC Wealth Management
01.2022 - 03.2023
- Began as an intern in January before being promoted to Client Associate upon college graduation.
- Provided support to advisors in executing trades, managing transactions, and responding to client inquiries, while overseeing related administrative tasks.
- Entered and maintained client financial data in MoneyGuide financial planning software to support goal-based planing and client reviews.
- Build new client relationships and educated clients on account services and capabilities.
- Generated monthly/quarterly hardcopy reports for consolidated household accounts.
Education
BBA - Finance
Loyola University - Sellinger School of Business
Baltimore, MD05.2022
Skills
- Microsoft Office
- Salesforce
- Moneyguide
- Edward Jones Online Access
- Morningstar
Relevant Courses
- Financial Literacy
- Macro/Micro Economics
- Data Analytics and Information Systems
- Operations Management
- Business Law and Policy
- Managerial and Financial Accounting
Timeline
Branch Office Administrator
Edward Jones
08.2024 - Current
Client Associate
RBC Wealth Management
01.2022 - 03.2023
Server
Davis' Pub
03.2021 - 09.2025
BBA - Finance
Loyola University - Sellinger School of Business