Results-driven relationship manager with impressive skills in client communication and personalized service. Known for cultivating strong client relationships and effectively aligning investment strategies with financial objectives.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Relationship Manager
Fidelity Investments
Perrysburg, Ohio
10.2023 - Current
Cultivated strong client relationships through regular communication and personalized service.
Coordinated portfolio reviews to align with clients' financial goals and objectives.
Collaborated with internal teams to ensure seamless service delivery for clients.
Central Relationship Manager
Fidelity Investments
Covington, KY
08.2022 - 10.2023
Developed and maintained strong client relationships through regular communication.
Facilitated financial planning meetings with clients to discuss portfolio performance.
Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Investment Solutions Representative
Fidelity Investments
Covington , KY
05.2020 - 08.2022
Provided investment guidance to clients on diverse financial products.
Assisted clients with account setup and transaction processing.
Identified customer needs and recommended appropriate investment solutions.
Private Wealth Management Associate
US Bankcorp
Cincinnati, Ohio
09.2017 - 05.2020
Cultivated client relationships through regular communication and personalized service.
Provided support with regulatory compliance issues related to securities transactions.
Managed client accounts using financial software to ensure accurate records.
Financial Advisor
Waddell and Reed
Cincinnati, OH
08.2016 - 09.2017
Advised clients on investment strategies and financial planning.
Educated clients on risk management and asset allocation principles.
Promoted business to increase customer base and grow revenue.
Education
MBA - MBA Leadership
Northern Kentucky University
Newport, Kentucky, KY
05-2020
Bachelor of Arts - Business Administration And Communication
Wilmington College
Wilmington, OH
05-2001
Skills
Client relationship management
Portfolio analysis
Investment guidance
Regulatory compliance
Financial software proficiency
Customer retention strategies
Problem solving
Time management
Certification
Licenses Series 7 and 66
Timeline
Relationship Manager
Fidelity Investments
10.2023 - Current
Central Relationship Manager
Fidelity Investments
08.2022 - 10.2023
Investment Solutions Representative
Fidelity Investments
05.2020 - 08.2022
Private Wealth Management Associate
US Bankcorp
09.2017 - 05.2020
Financial Advisor
Waddell and Reed
08.2016 - 09.2017
MBA - MBA Leadership
Northern Kentucky University
Bachelor of Arts - Business Administration And Communication