Kevin Singh
Indianapolis,IN
Summary
Accomplished Senior Financial Advisor with a proven track record at Singh Acquisitions, LLC, and A.G. Edwards & Sons, where I enhanced portfolio performance and expanded client bases through exceptional client service and strategic investment advice. Expert in wealth management and portfolio oversight, I excel in verbal communication, ensuring client satisfaction and trust. Achieved significant client growth and satisfaction through tailored financial strategies and market expertise.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Singh Acquisitions, Llc
06.2005 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with financial planning to meet financial goals.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Increased overall clientele satisfaction rates by resolving issues promptly and ensuring transparent communication throughout transactions.
Financial Consultant
A.G. Edwards & Sons
06.2002 - 06.2005
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Leveraged technology to optimize data analysis capabilities, enhancing the accuracy of investment recommendations provided to clients.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Delivered strategic investment advice for individual and corporate clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Collaborated with clients to develop customized investment portfolios.
Education
Master Of Science - Applied/Medical Biology
Indiana University, Purdue University Indianapolis
Indianapolis, IN08.2000
Bachelor Of Science - Biological And Physical Sciences
Franklin College of Indiana
Franklin, IN08.1999
Skills
- Verbal and written communication
- Microsoft Excel
- Client assessments
- Securities analysis
- Client engagement, service, and support
- Sales and marketing
- Mutual funds
- Referral networking
- Investment advice
- Retirement planning
- Portfolio management
- Wealth management
- Financial software
- Asset allocation
- Investment strategies
- Equity research
- Stock market expertise
- Financial planning expertise
- Portfolio oversight
- Sales/client follow-up
Certification
Accredited Asset Management Specialist (AAMS) though A.G. Edwards & Sons.
Series 7 & 66 certification.
Timeline
Senior Financial Advisor
Singh Acquisitions, Llc
06.2005 - Current
Financial Consultant
A.G. Edwards & Sons
06.2002 - 06.2005
Accredited Asset Management Specialist (AAMS) though A.G. Edwards & Sons.
Series 7 & 66 certification.
Master Of Science - Applied/Medical Biology
Indiana University, Purdue University Indianapolis
Bachelor Of Science - Biological And Physical Sciences
Franklin College of Indiana
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