Mark Walters
Loganville,GA
Summary
Proven leader in financial strategy, adept in portfolio management and wealth management, enhanced Bank of America Merrill Lynch's client retention through exceptional service and strategic financial planning. Skilled in equity valuation and fostering stakeholder relationships, consistently achieving above-target results. Excelled in team leadership, driving efficiency and client satisfaction. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank Of America Merrill Lynch
09.2021 - Current
- Streamlined financial planning processes for improved efficiency and optimal client outcomes.
- Managed sensitive client data securely while maintaining strict confidentiality standards at all times.
- Collaborated with team members to design and implement comprehensive wealth management strategies for clients.
- Assisted clients in navigating complex investment options, breaking down jargon into understandable terms for informed decision making.
- Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
- Boosted client retention rates by consistently delivering exceptional customer service and timely followups.
Licensed Insurance Sales Representative
New York Life Insurance Co
01.2019 - 08.2021
- Actively participated in community events as a representative of the company, establishing positive relationships with potential clients.
- Collaborated with underwriters to evaluate risks, develop pricing strategies, and ensure accurate policy quotes for clients.
- Increased customer satisfaction by promptly addressing inquiries and providing accurate policy information.
- Boosted team productivity by participating in regular training sessions and sharing knowledge with colleagues.
- Expanded client base by leveraging networking opportunities and generating referrals from satisfied customers.
- Provided ongoing support to existing clients, ensuring they remained satisfied with their coverage and the company''s services.
- Assisted in resolving claims disputes between clients and insurance carriers, facilitating a fair resolution for all parties involved.
Vice President Treasury Management
Dehring Bunting And Golding
01.1998 - 12.2004
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
- Established performance goals for department and provided methods for reaching milestones.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
Education
Bachelor of Arts - Business Administration And Management
University of Technology
Kingston, Jamaica09.1989
Skills
- Equity Valuation
- Cash Flow Management
- Fixed Income Analysis
- Fundamental Analysis
- Portfolio Management
- Wealth Management
- Asset Allocation
Certification
- Licensed SIE, Series 6, Series 7 and Series 66
Timeline
Financial Solutions Advisor
Bank Of America Merrill Lynch
09.2021 - Current
Licensed Insurance Sales Representative
New York Life Insurance Co
01.2019 - 08.2021
Vice President Treasury Management
Dehring Bunting And Golding
01.1998 - 12.2004
Bachelor of Arts - Business Administration And Management
University of Technology