Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, CA
12.2016

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)


Michael Partlow