Richard Quince Broderick
Boston,MA
Summary
Results-driven professional with extensive experience in project management, financial analysis, and business development. Adept at managing complex portfolios and overseeing large-scale initiatives across multiple industries. Proven ability to independently prospect and secure new business, having brought in $5 million in assets in just three months. Skilled in data analysis, strategic planning, and building strong relationships with key stakeholders to drive operational success. Highly adaptable and committed to staying informed on market trends and industry developments to inform decision-making. Known for attention to detail, problem-solving capabilities, and a strong track record of meeting tight deadlines while achieving business goals.
Overview
4
4
years of professional experience
Work History
Senior Client Associate, Investment Associate
JPMorgan Private Wealth Management
12.2023 - Current
- Collaborates in the management of investment portfolios within a team overseeing $800 million in assets under management, ensuring alignment with client needs and market opportunities.
- Develops financial models and creates detailed performance reports, enhancing the decision-making process for clients and advisors.
- Works closely with advisors and investment teams to implement comprehensive wealth management solutions, including tax-efficient investing and estate planning.
- Consistently monitors financial markets and industry trends, staying informed on macroeconomic developments and investment opportunities to provide insightful advice and tailored solutions to clients.
- Proactively initiated prospecting efforts outside of regular responsibilities, securing $5 million in assets under management within the first three months, with a goal of reaching $10 million to transition into a junior advisor role.
- Leverages data visualization tools to present complex financial data in a clear and actionable manner during client meetings and pitches.
Client Associate
First Republic Now a Part of JPMorgan
05.2022 - 12.2023
- Acted as the primary contact for 150 clients, addressing inquiries, resolving issues, and providing ad hoc support to enhance the client experience.
- Oversaw account opening processes, coordinated daily money movements, executed trades, and managed cash flow to ensure seamless operations.
- Monitored and tracked private investments to support cash flow planning, ensuring adequate reserves for upcoming capital calls and future projections.
- Prioritized tasks effectively to meet strict internal and client-facing deadlines without compromising quality.
- Maintained a high level of accuracy, discretion, and attention to detail, safeguarding client trust and operational integrity.
- Experienced a bank run first hand, meeting with over 100 depositors during the regional banking crisis and subsequent failure of First Republic Bank
Fund Accountant
Brown Brothers Harriman
12.2021 - 05.2022
- Collaborated with internal departments to prioritize client requests, manage deliverables, and resolve issues, ensuring exceptional service and adherence to deadlines.
- Ensured compliance with regulatory and procedural guidelines, maintaining the integrity of financial data and reporting standards.
- Identified and addressed operational inefficiencies, implementing process improvements that enhanced accuracy and reduced errors.
- Developed strong cross-functional relationships, facilitating effective communication and collaboration across teams to meet client needs.
Project Manager
Postal Realty Trust ( PSTL)
05.2021 - 12.2021
- Adapted to challenges presented by the COVID-19 pandemic, addressing hiring delays and contributing effectively in a short-term capacity at the leading real estate investment trust in the postal property sector.
- Managed 50 real estate projects simultaneously, coordinating with contractors and stakeholders to ensure on-time and within-budget completion across various scopes.
- Resolved project challenges proactively, maintaining project timelines and mitigating risks associated with large-scale property management.
- Demonstrated organizational expertise, balancing competing priorities and delivering results under tight deadlines.
Education
Bachelor of Science - Finance
Fairfield University
Fairfield, CT05.2021
Skills, Activities and Interests
Salesforce, Aladdin, Clarity, TLM, World View, MS Word, Excel, PowerPoint, Capital Markets, Intramural Sports (Volleyball, Softball, Flag Football), Skiing, Fishing, Golfing, Hiking
Timeline
Senior Client Associate, Investment Associate
JPMorgan Private Wealth Management
12.2023 - Current
Client Associate
First Republic Now a Part of JPMorgan
05.2022 - 12.2023
Fund Accountant
Brown Brothers Harriman
12.2021 - 05.2022
Project Manager
Postal Realty Trust ( PSTL)
05.2021 - 12.2021
Bachelor of Science - Finance
Fairfield University
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