Mark Puk
Boonton,NJ
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
15
15
years of professional experience
Work History
Financial Advisor
Cetera Financial Group
07.2018 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- 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.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Private Client Group Manager
PNC Investments
04.2015 - 05.2018
- Resolved conflict quickly to limit operational disruption and maintain positive, productive working environments.
- Collaborated with cross-functional teams to maintain project progress.
- Monitored team performance to identify productivity improvement opportunities.
- Delegated tasks strategically and monitored progress for timely completion.
Regional Bank Private Banker
Wells Frago Bank
04.2015 - 05.2017
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Private Bank Financial Advisor
JPMorgan Chase
03.2008 - 12.2014
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- 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.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
Bachelor of Science -
AGH University Krakow Poland
Krakow Poland 06.1992
Skills
- Customer Proposals
- Revenue Benchmarks
- Prepare Performance Reports
- Mutual Fund Sales
Languages
Polish
Full Professional
Russian
Limited Working
Timeline
Financial Advisor
Cetera Financial Group
07.2018 - Current
Private Client Group Manager
PNC Investments
04.2015 - 05.2018
Regional Bank Private Banker
Wells Frago Bank
04.2015 - 05.2017
Private Bank Financial Advisor
JPMorgan Chase
03.2008 - 12.2014
Bachelor of Science -
AGH University Krakow Poland
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