Mary A Mcclarty
Kalispell,MT
Summary
Experienced, dedicated Financial Services Professional. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Merrill Lynch Wealth Management
04.2019 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Advised clients on investments, retirement and estate planning.
Private Banker
Premier Banker, Wells Fargo Bank
09.2016 - 04.2019
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Implemented exit strategies for clients to transition out of investments.
- Educated clients on potential risks and rewards associated with various investments.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Business Banking Specialist
Wells Fargo Bank
01.2007 - 04.2019
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Provided technical expertise and problem resolutions to [Type] business clients.
- Developed and implemented marketing and business plans.
- Teamed with software developers and business analysts to create new analytical applications to manage user requirements, project scope and build milestones.
Business Banking Specialist/Brokerage Associate
Wells Fargo Bank
02.2012 - 01.2014
- Networked to identify potential new clients and expand geographic territories.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Utilized [Type] resources to seek out [Type] sellers and match with buyers.
- Created financial models and analyzed financial statements.
Senior Staffing Specialist
LC Staffing Service
03.2005 - 01.2007
- Promptly corresponded with applicants and coordinated and conducted interviews.
- Planned, monitored and appraised employee work results by training managers to coach and discipline employees.
- Coordinated implementation of people-related services, policies and programs through departmental staff.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
Education
BS Special - Ed/Elementary Ed
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Skills
- Needs assessments
- Networking and community involvement
- Process Development
- Accomplishments
Accomplishments
- Territory Sales Experience, Client Relations, Cold Calling, Computer Proficient,
- Ongoing Continuing Education, Creative Problem Solving, Business
- Development, Networking, Client Satisfaction and Maintenance
Affiliations
College - continuing education
Girls on the Run Flathead Valley Board Member
Business Network International
Business Network International Membership Committee
Rotary Club of Evergreen
Rotary Club of Evergreen Grant Foundation Chair 2014-present
Rotary Club of Evergreen President 2007-2008
Society of Human Resource management
Flathead Building Association
Flathead Building Association Marketing Committee
Flathead/Glacier High School Booster Club
Additional Information
- Series 7, 6, 63 and 65 investment licenses Montana State Insurance License
- SAFE Registered Home Loan Lender Current Montana Registered Insurance Providers License Instruction Technical Writing Class FVCC as requested by instructor on cash flow and business plans Special Olympics Volunteer Series 7, 6, Series 63 and Series 65 Investment Licenses Montana State Insurance License, most recently added Variable Products License
- Leadership Flathead graduate Class of 2023
Timeline
Financial Advisor - Merrill Lynch Wealth Management
04.2019 - Current
Private Banker - Premier Banker, Wells Fargo Bank
09.2016 - 04.2019
Business Banking Specialist/Brokerage Associate - Wells Fargo Bank
02.2012 - 01.2014
Business Banking Specialist - Wells Fargo Bank
01.2007 - 04.2019
Senior Staffing Specialist - LC Staffing Service
03.2005 - 01.2007
Sacred Heart High School, Mt High School Diploma College Prep
Eastern Montana College - BS Special, Ed/Elementary Ed
U of M; Flathead Valley Community College; MSU - ,
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