Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michael McGraw

Murfreesboro,TN

Summary

25+ years of varied experience in the financial services industry and varied job experience has taught me to be adaptable as well as efficient in multiple office environments. I have experience getting the job done either as a customer facing employee or behind the scenes in support roles. I have extensive sales and service training and always maintain a superior service standard while upholding my employers values and policies. I have experience managing and training staff and have always enjoyed helping my fellow co-workers grow and advance within their careers.

Overview

34
34
years of professional experience

Work History

Youth Athletic Coach

Self Employed
12.2014 - Current
  • I stepped away from the financial services industry initially to deal with a family illness and over the past several years have developed a high performance archery coaching business as well as becoming involved in local schools sports programs personally running 5 teams across 3 sports.
  • Successfully coached JV and Varsity high school sports as well as club programs.

Financial Advisor

Indian Wells, CA Merrill Lynch
12.2012 - 12.2014
  • Managed wealth for 100 high net worth clients and helped clients plan and meet financial goals such as retirement, estate transfers, business planning and more
  • Series 7 and 66 licensed. CA Life and Disability License.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Mortgage Loan Officer

Bank of America
03.2009 - 02.2010
  • AVP – Originated and closed 1st mortgage loans through 100% self-sourced leads and referrals
  • Those leads included Realtors, CPA’s, and attorneys as well as past clients’ referrals.

Premier Client Manager

Palm Desert, Bank of America
12.2007 - 02.2009
  • AVP – Portfolio manager of high net worth clients
  • Responsible for all of their banking needs including mortgages and investments
  • Also responsible for growing net value of portfolio’s assets as well as liabilities.
  • Ranked in top 1% nationally

Realtor/Mortgage Loan Officer

McGraw Real Estate Group
02.2000 - 12.2007
  • Owned and operated mortgage brokerage and real estate services company
  • Originated over $60 million in mortgages while closing 10-12 home sales per year
  • Originated loans, processed loans in house and managed Realtors.

Various Positions

Bank Of America
04.1990 - 01.2000
  • Various positions in retail branch banking including Branch Management, in-store banking, sales and operations
  • Awarded Assistant Vice President title in 1997.

Education

No Degree - General Studies

Saddleback College
Mission Viejo, CA
1995

High School Diploma -

El Toro High School
Lake Forest, CA
06.1990

Skills

  • Serve Customers
  • Sales and Marketing
  • Customer Service Standards
  • Promotional Campaigns
  • Customer Service Process Improvement
  • Cold Calling
  • Promote Products
  • Sales Cycle

Timeline

Youth Athletic Coach

Self Employed
12.2014 - Current

Financial Advisor

Indian Wells, CA Merrill Lynch
12.2012 - 12.2014

Mortgage Loan Officer

Bank of America
03.2009 - 02.2010

Premier Client Manager

Palm Desert, Bank of America
12.2007 - 02.2009

Realtor/Mortgage Loan Officer

McGraw Real Estate Group
02.2000 - 12.2007

Various Positions

Bank Of America
04.1990 - 01.2000

No Degree - General Studies

Saddleback College

High School Diploma -

El Toro High School
Michael McGraw