Layla Adams
Overview
9
9
years of professional experience
Work History
Planning Consultant
Fidelity Investments
05.2023 - Current
- Analyze financial needs of clients and develop tailored strategies to meet goals.
- Establish and deepen existing client relationships through financial planning.
- Support clients in achieving long-term financial goals through strategic planning and portfolio management.
- Advise clients on investments, retirement and estate planning.
Wealth Advisor, AVP
Citigroup Global Markets Inc.
10.2021 - 04.2023
- Promoted to Wealth Advisor, AVP
- Manage and grow book of business through partnerships with branches as well as internal leads
- Prepare and interpret financial document summaries, investment performance reports and income projections
- Recommend investment products and services suitable for clients based on objectives, resources and risk profiles
- Perform client quarterly reviews to ensure performance and asset allocation is in alignment with objectives
- Devise personalized financial plans tailored to clients goals
- Assist with training and mentoring colleagues
- Assisted with interviewing candidates as team was expanding
Portfolio Analyst
True North Advisors
11.2020 - 10.2021
- Managed portfolio of institutional/individual clients with average AUM of 15-20MM and regularly provide advice for various client objectives
- Provided daily trading and portfolio rebalancing needs for clients
- Provided daily trading and portfolio rebalancing needs for clients investment strategies to meet individual financial objectives
- Evaluated portfolio performance and risk exposure to support client investment success
- Developed custom proposals for new investments
- Assisted with capital calls, distributions, and other fund flows for our private investment firm Western Alternative Strategies, LP
- Coordinated with administrator on funding monthly subscriptions to private investors as well as new subscription agreements for Western Alternative Strategies, LP
- Maintained investor records in SalesForce
Global Investing Trader/Service Specialist
Charles Schwab & Co
10.2019 - 11.2020
- Active trader servicing domestic and international clients who trade equities and derivatives in the United States and thirty other top-traded foreign markets with U.S. dollar and twelve other major currencies
- Performed research with different tools including Bloomberg terminal to assist colleagues in solving clients concerns such as corporate actions, foreign trading regulations, tax management, and asset allocation
- Analyzed the markets indicator and follow international finance news to provide insights into stock markets, offshore mutual funds, and fixed income products
- Answered a variety of questions from clients via our secure message system Moxie
- Educated clients on our three trading platforms available to Schwab clients including StreetSmartEdge, Schwab Mobile, and the All-in-One Trade tool on Schwab.com
- Generated sales leads for the Global Premier Account Managers
Bank Teller
Fort Worth Community Credit Union
05.2016 - 07.2019
- Reconciled cash drawer and resolved discrepancies
- Balanced vault branch, service ATM, and weekly cash shipment upon request
- Educated members on the various types of accounts
- Built and strengthened customer relationships by leveraging excellent interpersonal skills
- Adhered to federal regulations such as the Bank Secrecy Act, Office of Foreign Assets Control, and regulations CC and D
- Answered inquiries on banking products including credit cards, line of credit, savings and checking accounts
- Provided customer records on demand including account statements, transactions, copies of checks
Education
Bachelor of Business Administration - Finance
The University Of Texas At Arlington
Arlington, TX2019
Skills
- Sales
- Bloomberg
- Excel
- Microsoft
- Leadership
- Conflict Resolution
- Salesforce
- Tamarac
- MoneyGuidePro
Accomplishments
- Jack and Doris Fouse Scholarship
- Securities Industry Essentials Examination
- Uniformed Combined State Law Agent Examination (Series 66)
- General Securities Examination (Series 7)
- Uniform Securities State Law Examination (Series 63)
- Insurance Agent, Accident, Health, Life, Variable Life and Variable Annuities
- Cum Laude Honors
- Cumulative GPA : 3.5 / Concentration GPA (Finance) : 4.0
- Study Abroad Ambassador for the UT Arlington College of Business
Timeline
Planning Consultant
Fidelity Investments
05.2023 - Current
Wealth Advisor, AVP
Citigroup Global Markets Inc.
10.2021 - 04.2023
Portfolio Analyst
True North Advisors
11.2020 - 10.2021
Global Investing Trader/Service Specialist
Charles Schwab & Co
10.2019 - 11.2020
Bank Teller
Fort Worth Community Credit Union
05.2016 - 07.2019
Bachelor of Business Administration - Finance
The University Of Texas At Arlington
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