Neill Hatcher
Birmingham,AL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Financial Advisor
Ameriprise Financial Services, LLC
07.2018 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Advisor
Merrill Lynch
04.2010 - 07.2018
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Sr Vice President Private Banking
Columbus Bank And Trust Co. / Synovus Financial
04.1990 - 12.2009
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Led restructuring and turnaround through development of new leadership team.
- Maintained consistent growth in revenue, contribution margin, operating profit and EBITDA.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Identified opportunities to improve business process flows and overall departmental productivity.
- Led operational team in creation, roll out and management of new product lines.
Education
Bachelor Of Business Administration - Finance
Columbus State University
Columbus, GA06.1990
Skills
- Managing Wealth
- Increasing Savings
- High Net Worth Individuals Marketing
- Investment Advising
- Economic Trends
- Financial Services
- Investment Analysis
- Financial and Estate Planning
- Goals and Performance
- FINRA Rules
- Complex Problem-Solving
Certification
Chartered Retirement Planning Counselor
Timeline
Financial Advisor
Ameriprise Financial Services, LLC
07.2018 - Current
Financial Advisor
Merrill Lynch
04.2010 - 07.2018
Sr Vice President Private Banking
Columbus Bank And Trust Co. / Synovus Financial
04.1990 - 12.2009
Bachelor Of Business Administration - Finance
Columbus State University
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