Mariama Bah
New Market,MD
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Knowledgeable on wide range of investment options and uses excellent understanding of markets, financial products to provide best advice and guidance to clients.
Overview
10
10
years of professional experience
Work History
Planning Consultant
Fidelity Investments
09.2021 - Current
- Provided direct support to Vice President Financial Consultant with over $400 million in AUM
- Collaborated with cross-functional teams to deliver comprehensive financial solutions for clients.
- Generated detailed reports that showcased portfolio performance, helping clients make informed decisions about their investments.
- Worked closely with wealth management team to establish best practices for managing client relationships, improving overall team effectiveness.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Solutions Advisor
Merrill Lynch
03.2020 - 09.2021
- Lead a team of 8 and increased transaction accuracy from 33% to 97% within 4 weeks through collaboration, coaching, one on one mentoring, and training.
- Underwrote and processed 800+ small business loans resulting in lending approximately $5M.
- Exerted a great deal of flexibility, adaptability, and agility to meet business needs and contribute as needed.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Relationship Banker
Capital One
04.2014 - 03.2020
- Grew deposits by 10% ($15M), increased Net Promoter Score (NPS) to meet Region Standard (67% and above)
- Delivered exceptional service through active listening, empathetic communication, and prompt follow-up on client requests.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Proactively identified opportunities to upsell additional products and services, strengthening the overall value proposition for clients.
Education
MBA - Finance
University of Maryland - College Park
College Park, MD12.2021
Master of Science - Business Management
University of Phoenix
Tempe, AZ09.2019
Skills
- Financials Analysis
- Relationship Building and Management
- Business Development
- Financial Planning
- Investment Management
- Retirement Planning
Licenses
Series 7 & 66
Life and Health Insurance
Timeline
Planning Consultant
Fidelity Investments
09.2021 - Current
Financial Solutions Advisor
Merrill Lynch
03.2020 - 09.2021
Relationship Banker
Capital One
04.2014 - 03.2020
MBA - Finance
University of Maryland - College Park
Master of Science - Business Management
University of Phoenix
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