Katrina Naples
Holiday
Summary
Personable candidate dedicated to helping clients achieve their retirement and financial goals. Leveraging years of complex financial service experience, I bring proven communication, critical thinking, and interpersonal skills to the table. Above all, passionate about providing financial advice with honesty and integrity, ensuring the highest level of customer service for clients.
Overview
16
16
years of professional experience
Work History
Morgan Stanley Virtual Advisor - Acquisition
Morgan Stanley, Wealth Management
03.2024 - Current
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Investment Consultant II/ Financial Solutions Advisor I, Advisor Development Program, Relationship Manager
MERRILL LYNCH/BANK OF AMERICA
11.2019 - 03.2024
- Completed Advisor Development Program Relationship Manager prerequisite. Passed Series 7 and 66 state licensing and transitioned to Financial Solutions Advisor role and acted as trusted advisor with approximately 250 household book of business.
- October 2021 Promoted to Investment Consultant II – Premium Team.
- Assist MerrillEdge.com self-directed clients holding $250k-$1M in assets under management. Uncover and follow up to ensure delivery of outside assets. Leverage specialist and refer to partners to meet additional client needs.
- Demonstrated exceptional customer service skills by addressing client concerns promptly and effectively resolving issues that arose during the course of business dealings.
Customer Service Representative
BANK OF AMERICA
12.2015 - 11.2019
- Continually in top percentile for sales and service goals due to coachable nature and can do attitude.
- Expert in customer care/communications, problem-solving, and relationship building.
- Build rapport in minutes to help customers with their financial needs and consistently referred to partners for additional solutions.
Client Service Specialist II
SUNTRUST BANK
04.2013 - 12.2015
- Received incentive award every quarter from hire date, 4/2013, until return to Bank of America, 12/2015.
- Open deposit accounts, originate loan applications, and complete client maintenance while giving outstanding customer care and service.
- Described product highlights and benefits to help guide purchasing decisions.
Customer Marketing Sales/ Claims Analyst II/ Customer Service Representative
BANK OF AMERICA
06.2008 - 04.2013
- Customer Marketing Sales, credit card department, division ranked #16 of 1500 employees for 11/2008.
- Received promotion within first 4 months of hire date.
- Exceed client expectations and company goals while opening accounts, originating loan applications, and referring to partners.
Education
Associate of Arts - Business
St. Petersburg College
Clearwater, FLSkills
- Series 7 and 66
- Organizational skills
- Problem-solving
- Attention to detail
- Interpersonal Skills
- Customer Satisfaction
- Client Education
- Financial Industry Regulations
- Risk management
- Continuous Improvement
- Client relationship building
Timeline
Morgan Stanley Virtual Advisor - Acquisition
Morgan Stanley, Wealth Management
03.2024 - Current
Investment Consultant II/ Financial Solutions Advisor I, Advisor Development Program, Relationship Manager
MERRILL LYNCH/BANK OF AMERICA
11.2019 - 03.2024
Customer Service Representative
BANK OF AMERICA
12.2015 - 11.2019
Client Service Specialist II
SUNTRUST BANK
04.2013 - 12.2015
Customer Marketing Sales/ Claims Analyst II/ Customer Service Representative
BANK OF AMERICA
06.2008 - 04.2013
Associate of Arts - Business
St. Petersburg College
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