PHILIP WIERSON

I am responsible for the retention and growth of ETRADE's most valuable clients through frequent and proactive client engagement. I cultivate personal relationships with each of my clients by gaining an understanding of their investment needs, goals and objectives which allows me to deliver them a world-class financial experience.

• Serviced Morgan Stanley and E*Trade's most valuable dual relationships by providing critical thinking and problem solving skills to address a broad range of client's issues and questions allowing me to deliver a world-class financial experience.

• Addressed customer questions & issues on a wide range of financial products and services.

• Developed and provided care to soldiers through infantry training to ensure they were ready to deploy overseas for combat operations.