Mitchell Crafton

I trade futures, mutual funds, stocks, currencies.

• Worked with unengaged and unassigned wealth eligible clients, through rapport building, branding and value propositions, I learned what planning they have done and how we can better serve them with their financial needs
• I partner with the wealth management advisers in the northeast region and identify outside assets for them as part of scheduling the meeting and any financial gaps we can assist them with

• Manage and service high net worth clients
• Able to uncover clients outside assets and offer clients our WMA service and financial planning expertise
• Identified gaps in clients financial needs and bringing them to their attention
• Expert on our financial products and offerings
• As a top rated consultant, my manager, members of my team came to me for complex situations and questions that I was able to answer efficiently

• Prepared dormitories for 150 students at the beginning of each semester
• Organized and planned activities/events for students weekly