Madeline Snajczuk
Summary
Dedicated financial professional with Series 7 and Series 63 licenses, and a strong background in client relationship management, investment analysis, and portfolio strategy. Experienced in supporting high-net-worth clients, developing personalized investment plans, and assisting advisors in managing retirement and investment portfolios. Committed to delivering exceptional client experiences, and achieving measurable financial results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Private Client Banker
KeyBank
09.2024 - Current
- Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
- Partner with advisors to develop and implement customized strategies aligned with clients' long-term objectives.
- Conduct detailed financial needs assessments, identify opportunities for asset growth, and help clients navigate investment options.
- Maintain a client portfolio ensuring compliance and consistent service excellence.
Retirement Client Service Specialist
Lawley Retirement Advisors
11.2023 - 03.2024
- Supported a team of advisors in managing 150+ employer-sponsored retirement plans.
- Ensured adherence to regulatory and compliance standards under ERISA and DOL guidelines.
- Developed standardized reporting templates to improve data accuracy and operational efficiency.
- Assisted with participant education and plan sponsor communication to drive engagement.
Financial Professional
Equitable
05.2022 - 11.2023
- Met with clients to analyze assets, expenses, and investment goals; developed tailored financial plans.
- Educated clients on investment strategies, market conditions, and retirement planning.
- Built and maintained long-term client relationships through trust, transparency, and performance-driven results.
Education
Buffalo State College
Erie Community College
Skills
- Investment Analysis & Portfolio Strategy
- Financial Profiling & Risk Assessment
- Retirement Planning & Wealth Management
- Client Relationship Management
- Salesforce
- Asset Map
- RPAG
- Fi360
- Microsoft Office
Certification
- FINRA Series 7
- FINRA Series 63
- Life and Health Insurance License
Timeline
Private Client Banker
KeyBank
09.2024 - Current
Retirement Client Service Specialist
Lawley Retirement Advisors
11.2023 - 03.2024
Financial Professional
Equitable
05.2022 - 11.2023
Buffalo State College
Erie Community College