Patricia Reilly
Hillsborough
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Advisor
National Financial Network
10.2021 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- 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.
- Created financial models to analyze and evaluate investment strategies.
- Often work with non-English speaking clients translating from Portuguese and Spanish to English assisting them with their financial and insurance needs.
Financial Advisor
Prudential Life Insurance
07.2015 - 09.2021
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on potential risks and rewards associated with various investments.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Monitored and updated financial plans to comply with client goals.
- Often work with non-English speaking clients translating from Portuguese and Spanish to English assisting them with their financial and insurance needs.
Personal Banker /Teller Service Manager
Wells Fargo
05.1999 - 05.2015
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Trained new employees in cash handling procedures, bank policies and methods to promote compliance with established standards.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Often work with non-English speaking clients translating from Portuguese and Spanish to English assisting them with their financial and insurance needs.
Education
Associate of Arts - English Language And Literature
New Jersey City University
Jersey City, NJ11.1991
Skills
- Financial Knowledge
- Managing Wealth
- Funding Education
- Retirement Needs
- Financial and Estate Planning
- Administrative Support
- Risk Assessment
- Investment Advising
- Insurance Recommendation
Languages
Portuguese
Native or Bilingual
Spanish
Professional Working
Certification
- Series 65 License -2021
- Property and Casualty License - 2017
- Series 63 License - 2016
- Series 6 License - 2015
- Life and Health License - 2015
Timeline
Financial Advisor
National Financial Network
10.2021 - Current
Financial Advisor
Prudential Life Insurance
07.2015 - 09.2021
Personal Banker /Teller Service Manager
Wells Fargo
05.1999 - 05.2015
Associate of Arts - English Language And Literature
New Jersey City University
- Series 65 License -2021
- Property and Casualty License - 2017
- Series 63 License - 2016
- Series 6 License - 2015
- Life and Health License - 2015
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