Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Maureen Elliott

Ferndale,MI

Summary

Motivated business professional bringing 12 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.


Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
Brighton, MI
04.2011 - Current
  • Managed day-to-day business operations.
  • Manage over 250 clients and $50 million in assets.
  • Highest customer service score in Region (2022)
  • 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.

Relationship Manager

Key Bank
12.2008 - 04.2011
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Front Desk Associate

Soaring Eagle Casino
02.2007 - 12.2008
  • Greeted over 300 guests per day at front desk and engaged in pleasant conversations while managing check-in process.
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Maintained cleanliness and organization of front desk area.

Education

BBA - Marketing

Northwood University
Midland, MI
12.2006

Skills

  • Staff Management
  • Workflow Improvements
  • Sales Expertise
  • Prepare Performance Reports
  • Financial Services
  • Presentations
  • Client Meetings
  • Making Insurance Decisions
  • Customer Loyalty
  • Community Involvement

Certification

  • Certified AAMS,ADPA

Timeline

Financial Advisor

Edward Jones
04.2011 - Current

Relationship Manager

Key Bank
12.2008 - 04.2011

Front Desk Associate

Soaring Eagle Casino
02.2007 - 12.2008

BBA - Marketing

Northwood University

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