Michael Partlow
West Covina,CA
Summary
Client-focused and detail-oriented financial professional with six years of experience assisting Financial Advisors in providing tailored financial strategies. Possesses extensive experience helping implement personalized financial plans, investment strategies, and retirement solutions. Eager to transition into a Financial Advisor role to leverage proven communication and relationship-building skills to help clients achieve their financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Family Caregiver
Family
07.2023 - 09.2024
- Left workforce to provide full-time care for a terminally ill family member. Ready to resume a full-time professional role. No future accommodations needed.
Financial Representative
Fidelity Investments
06.2022 - 07.2023
- Identified opportunities for branch office to serve clients and deepen customer relationships, directly influencing the production of the organization.
- Procured leads for Financial Consultants and brought about effective introductions, leading to an excess of $50MM in production measured by Separately Managed Accounts (SMAs), Target Asset Allocation Model Portfolios, and annuities.
- Conducted 200+ outbound phone calls per week to potential and existing customers, effectively promoting services and scheduling in-person meetings, leading to increased client engagement and sales opportunities.
- Improved branch reputation and customer traffic by acting as a steward of the local community and providing industry-leading customer service.
Relationship Manager
TD Ameritrade
12.2019 - 04.2022
- Managed Registered Investment Advisor (RIA) relationships, specializing in service delivery and onboarding relationships exceeding $100MM.
- Nominated as the Dedicated Relationship Manager for two high-profile firms, exclusively overseeing client service, compliance, and execution of financial plans.
- Dedicated firm relationships experienced 31% and 76% growth within 18 months, each surpassing $300MM in assets under management.
- Customer Satisfaction Index score exceeded 9.0 quarter over quarter.
Associate Service Consultant
LPL Financial
08.2017 - 11.2019
- Enhanced customer satisfaction by efficiently addressing and resolving service-related issues.
- Collaborated with cross-functional teams to deliver comprehensive solutions for clients' needs.
- Met deadlines, achieved goals and worked under pressure in dynamic environment.
- Delivered comprehensive training sessions to new team members, ensuring alignment with company standards and best practices in customer service.
Education
Bachelor of Arts - Economics
University of California, San Diego
San Diego, CA12.2016
Skills
- Customer Relationship Building
- Verbal and written communication skills
- Outbound Calling and Lead Generation
- Well-versed with Financial Products/Services
Certification
- Michael Partlow, Candidate for CFP® certification
- Series 7, 63, and 65 licenses (current)
Timeline
Family Caregiver
Family
07.2023 - 09.2024
Financial Representative
Fidelity Investments
06.2022 - 07.2023
Relationship Manager
TD Ameritrade
12.2019 - 04.2022
Associate Service Consultant
LPL Financial
08.2017 - 11.2019
Bachelor of Arts - Economics
University of California, San Diego
- Michael Partlow, Candidate for CFP® certification
- Series 7, 63, and 65 licenses (current)
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