Kristi Marcum

• Conducted financial due diligence on potential investments and acquisitions.
• Developed strategic plans for day-to-day financial operations.

The Resident Director (RD) leads an associate office while also serving as a financial advisor. The role of RD requires a thorough knowledge of functional areas of the Wealth Management business, as well as knowledge of general policies, programs and procedures, and financial/accounting practices. The RD drives office performance through planning, leading, and executing strong sales and service behaviors across the core client segments, upholds company vision, values, operating principles, and strategy as both a leader and individual, and creates an inclusive environment, with diversity that mirrors the clients served.

• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
• Assisted clients with financial planning to meet financial goals.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Managed client portfolios on consistent basis and contacted clients to provide details on investments.
• Crafted suitable financial strategy for each client based upon his or her needs and future goals.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Researched and evaluated potential investment products for clients.
• Studied financial documents to identify potential areas needing improvement.

• Evaluated academic skills of each student through verbal assessments, graded assignments, and standardized tests.
• Utilized multimedia strategies and technology to convey information in fresh and interesting ways.
• Encouraged independent thought, good judgment, and expression of original ideas.
• Helped students develop academic, social and emotional skills for long-term success.
• Taught age-appropriate spelling techniques, grammar rules, and language skills.
• Promoted effective verbal and written communication through listening, speaking, reading, and writing practice.
• Prepared and implemented lesson plans covering required course topics.
• Kept classroom organized, clean and safe for students and visitors.
• Communicated with parents and guardians regarding student progress and behavioral issues.
• Administered and interpreted assessment results to determine learners' challenges.
• Exercised leadership capabilities by successfully motivating and inspiring others.