Summary
Overview
Work History
Education
Skills
Timeline
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Nick Drury

Arlington,VA

Summary

Motivated Client Associate with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Overview

5
5
years of professional experience

Work History

Private Client Associate

Janney Montgomery Scott
08.2021 - Current
  • Handled day-to-day client operations for 300+ households with over $335M in assets under management.
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Cultivated client relationships through high levels of direct communication to maintain customer loyalty.

Intern

Thrivent
05.2020 - 08.2020
  • Assisted Financial Advisors in preparing notes and presentations for client meetings and scheduling future meetings with both new and existing clients
  • Collaborated with other interns to create a handbook of best practices for advisors, focused upon virtual prospecting and meeting practices
  • Utilized software systems such as MoneyGuidePro and Salesforce to input client data and run financial analysis based upon client goals

Pro Shop Assistant

Stonewall Golf Club
05.2019 - 08.2019
  • Assisted 100+ members and guests daily in the pro shop at the club scheduling tee times and lessons, facilitating membership plans, and working the cash register
  • Maintained clean, orderly and inviting golf shop and assisted with merchandising and advertising.

Referee

Virginia Tech Intramural Sports
09.2018 - 11.2018
  • Navigated difficult situations using effective communication and explanation of game rules.

Education

Bachelor of Science - Business, Financial Planning & Wealth Management

Virginia Polytechnic Institute And State University (Virginia Tech), Pamplin College of Business Graduation
Blacksburg, VA
05.2021

Skills

  • Thomson ONE
  • MoneyGuidePro
  • EMoney Fundamentals Certification, December 2020
  • Microsoft Office
  • Serve Client Needs
  • Quantitative Analysis
  • Customer Referrals
  • Client Correspondence

Timeline

Private Client Associate

Janney Montgomery Scott
08.2021 - Current

Intern

Thrivent
05.2020 - 08.2020

Pro Shop Assistant

Stonewall Golf Club
05.2019 - 08.2019

Referee

Virginia Tech Intramural Sports
09.2018 - 11.2018

Bachelor of Science - Business, Financial Planning & Wealth Management

Virginia Polytechnic Institute And State University (Virginia Tech), Pamplin College of Business Graduation

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Nick Drury