Summary
Overview
Work History
Education
Skills
Licenses And Education
Certification
Timeline
Generic

Melissa O'Brien

Westfield In,IN

Summary

Dynamic Wealth Relationship Associate with a proven track record at Strategic Wealth Designers, excelling in client relationship management and investment operations. Recognized for driving process improvements and generating detailed reports, I thrive on building strong partnerships and resolving complex issues, ensuring exceptional client experiences and satisfaction.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Wealth Relationship Associate

Strategic Wealth Designers
Indianapolis, USA
04.2022 - Current
  • Managed client inquiries related to Fixed Indexed Annuities, Market Accounts, and Private Equity investments.
  • Ensured account accuracy across platforms like Salesforce, Panoramix, and Bridge.
  • Resolved service issues, coordinated with advisors, and led client communication during custodial transitions.
  • Generated detailed client reports and resolved NIGOs for new business, life insurance, and service matters.
  • Trained team members, and supported firm-wide process improvements.
  • Conduct regular Zoom meetings with clients to provide support, answer questions, and maintain strong communication.
  • Lead onboarding and rollover calls to guide clients through account set up, abd ensure smooth start-to-finish experience.

Sales Representative

Allergan Pharmaceuticals
Jersey City, USA
06.2015 - 06.2019
  • Built and maintained strong client relationships with medical professionals across multiple specialties.
  • Achieved President's Club status and consistently ranked among top national performers.
  • Delivered product information and overcame objections to support customer decisions.

Sales Representative

Precision Compounding Pharmacy
New Albany, USA
07.2012 - 08.2015
  • Developed new territory and client base, bringing in over $877,000 in first-year revenue.
  • Presented tailored product solutions and cultivated ongoing customer partnerships.

Energy Broker

APB Energy
Louisville, USA
08.1998 - 04.2004
  • Advised clients on natural gas market trends and pricing strategies.
  • Ranked #1 national broker for four consecutive years, tripling revenue during tenure.

Education

B.S. -

Western Kentucky University
Bowling Green, KY

Skills

  • Client relationship management
  • Investment operations
  • Salesforce and financial tools
  • Process improvement
  • Account reporting
  • Issue resolution
  • Cross-functional collaboration
  • Problem solving
  • Time management
  • Client onboarding
  • Relationship building and management

Licenses And Education

  • Series 65 License, In Progress
  • Health & Life Insurance Licenses, Active
  • B.S., Western Kentucky University, Bowling Green, KY

Certification

  • Life and Health License- Indiana- 2022

Timeline

Wealth Relationship Associate

Strategic Wealth Designers
04.2022 - Current

Sales Representative

Allergan Pharmaceuticals
06.2015 - 06.2019

Sales Representative

Precision Compounding Pharmacy
07.2012 - 08.2015

Energy Broker

APB Energy
08.1998 - 04.2004

B.S. -

Western Kentucky University

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