Melissa Petrowski
Commack,United States
Summary
Financial Advisor with experience in delivering tailored financial strategies and fostering strong client relationships. Demonstrates a keen ability in client retention and customer service, leveraging sophisticated market analysis to enhance investment outcomes. Utilizes a unique perspective gained from entrepreneurial experience to guide business owners and women investors through complex financial landscapes, driving significant asset growth with client-focused solutions.
Experienced with financial analysis, investment strategies, and client relationship management. Utilizes comprehensive financial knowledge to provide customized advisory services. Track record of successfully guiding clients toward achieving financial goals with sound investment decisions.
Overview
21
21
years of professional experience
Work History
Merrill Financial Solutions Advisor
Merrill Lynch
10.2019 - 03.2025
- Lead financial advisory services for high-net-worth clients, developing customized investment strategies and conducting market analysis to optimize portfolio performance
- Drive client acquisition through strategic relationship building, resulting in substantial growth of managed assets while maintaining exceptional client satisfaction
- Guide clients through complex financial decisions, providing comprehensive wealth management solutions and retirement planning strategies
- Streamline portfolio risk assessment processes through advanced financial modeling, enhancing client investment outcomes while maintaining regulatory compliance
Life Insurance Agent
National Life Group
11.2018 - 10.2019
- Analyzed client financial needs to provide tailored life insurance solutions, maintaining detailed documentation and compliance standards
- Guided clients through complex insurance decisions, ensuring clear understanding of policies and building long-term trusted relationships
- Managed policy documentation and claims processes with precision, ensuring accurate record-keeping and timely policy updates
Owner
Copy Cottage Corp
05.2004 - 09.2018
- Managed strategic operations, boosting revenue with innovative services and market growth
- Enhanced efficiency via data-driven decisions, reducing costs and streamlining workflows
- Strengthened client relationships, fostering long-term partnerships and business success
- Built and mentored high-performing employees, fostered positive workplace culture, and maintained excellence in service delivery standards
- Pioneered market-responsive solutions, developed competitive strategies, and enhanced customer satisfaction through service improvements
Education
123 credits obtained -
Manhattan College
05.2003
High School Diploma - undefined
Fontbonne Hall Academy
06.1999
Skills
- Client Retention
- Series 7 and 66
- Cash flow management
- Fundamental analysis
- Insurance planning
- Retirement planning
- Portfolio management
Timeline
Merrill Financial Solutions Advisor
Merrill Lynch
10.2019 - 03.2025
Life Insurance Agent
National Life Group
11.2018 - 10.2019
Owner
Copy Cottage Corp
05.2004 - 09.2018
High School Diploma - undefined
Fontbonne Hall Academy
123 credits obtained -
Manhattan College
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