Lynne Baldwin
Astoria,NY
Summary
Dynamic Private Client Advisor with a robust track record at JP Morgan Securities, specializing in wealth management and innovative client retention strategies. Achieved the development of a $250 million client base through exceptional relationship management and customized financial planning solutions. Skilled in financial data analysis and asset protection strategy formulation, enhancing trust and loyalty among high-net-worth clientele. Committed to leveraging expertise to further elevate client satisfaction and investment outcomes.
Overview
15
15
years of professional experience
Work History
Private Client Advisor
JP Morgan Securities
New York, NY
02.2009 - 09.2018
- Develop strong relationships with high-net-worth individuals.
- Prospect new clients by cold calling, partnering with private bankers, and receiving client referrals.
- Analyzed financial information obtained from clients to create financial plans, raise new money, and transfer outside assets.
- Successfully built a client base of $250 million, with approximately $80 million in fee-based accounts.
Private Banker
JPMorgan Chase
New York, NY
05.2007 - 02.2009
- Developed a strong relationship with clients in the financial industry.
- Managed relationships with high-net-worth individuals in order to build trust and loyalty towards the bank's brand.
- Conducted comprehensive financial needs assessments to offer tailored banking products and services.
- Developed asset protection strategies for clients
Office Manager/ NYC Office
Cascadia Capital
New York City, NY
03.2004 - 03.2005
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Supported the Head of the New York Office and the Healthcare team.
- Remained calm and professional in stressful situations, and effectively adapted to the solution.
Education
Corporate Finance -
Wayne State University
Detroit, MISkills
- Financial analysis
- Wealth management
- Relationship management
- Client retention strategies
- Professionalism and etiquette
- New business development
- Product recommendation
- Risk assessment
- Financial planning
- Networking skills
References
References available upon request.
Timeline
Private Client Advisor
JP Morgan Securities
02.2009 - 09.2018
Private Banker
JPMorgan Chase
05.2007 - 02.2009
Office Manager/ NYC Office
Cascadia Capital
03.2004 - 03.2005
Corporate Finance -
Wayne State University