Rob Velasquez
West Hartford,CT
Summary
Bi-lingual financial services professional with over a decade of experience in wealth management, banking operations, and retail sales. Fluent in English and Spanish, with a proven ability to connect with diverse clients and deliver tailored financial solutions. Known for collaborating with dynamic, cross-functional teams to drive measurable results in client satisfaction, portfolio growth, and operational efficiency. Currently managing client relationships at Merrill Lynch, leveraging strategic financial planning and data-driven insights to support long-term asset development. Actively integrating AI tools to optimize workflows and elevate the client experience. Eager to continue growing with a forward-thinking organization that values innovation, leadership, and professional development.
Overview
9
9
years of professional experience
Work History
Officer - Wealth Management
Merrill Lynch
07.2022 - Current
- Oversee and currently aligned to over 14 different financial advisors and teams, managing the book of business to some of the most successful advisory groups in the state of CT.
- Partner with financial advisors to oversee and enhance books of business representing more than $2 billion in client assets.
- Analyze various financial portfolios and determining best product solutions for wealth management clients and advisors.
- Manage ultra high net worth client portfolios while achieving measurable growth through tailored strategies.
- Collaborate with advisors and clients to develop personalized plans, resulting in long term financial goals.
- Conduct personalized meetings and presentations with financial advisors, clients, and other strategic partners (in person and through web ex).
- Appropriately take advantage of opportunities by understanding firms' risk appetite.
- Consistently bringing in outside assets, contributing year-over-year portfolio growth and increased AUM (assets under management).
- Monitor market trends and adjust strategies, resulting in performance enhancements.
- Develop forward-thinking wealth management solutions, anticipating market shifts and client needs to ensure long term financial success and client satisfaction.
- Resolve problems independently or escalate as needed to promote client satisfaction.
- Assist clients with the latest in Digital and Digital banking utilizing firms latest technology.
RM-Business Owner Specialist (RMBOS)
Bank Of America
12.2020 - 07.2022
- Specialized focus on small business clients, delivering strategic financial advice and product recommendations including term loans, credit lines, ADP, and merchant services.
- Consistently achieved performance targets across client outreach, deepening rates and appointment metrics.
- Referred clients with more complex needs to internal partners for expanded services.
- Recognized for effectiveness and reliability in a fast-paced environment with evolving client needs.
Relationship Manager
Bank Of America
06.2019 - 12.2020
- Built strong client relationships by identifying financial needs and offering tailored solutions.
- Frequently recognized as go-to associate for complex transactions and processes.
- Conducted weekly outreach calls to current/preferred clients to deepen relationships.
- Acted as backup team leader and supported team operations in the absence of management.
- Proficient in Bank of America processes and systems such as CMC/Salesforce, SSA, Interact, and Outlook.
- Educated customers on use of banking website and mobile apps.
Relationship Banker
Bank Of America
12.2017 - 06.2019
- Surpassed sales goals consistently and was selected for exclusive development program by Market Leader.
- Delivered outstanding customer service and educated clients on bank products and technology.
- Maintained friendly and professional customer interactions.
- Assessed clients' financial situations to develop strategic financial planning solutions.
Sales Representative and Mentor
Verizon Wireless Cellular Sales
10.2015 - 05.2017
- Drove high volume sales and mentored new hires on consultative sales techniques.
- Part of leadership group responsible for training and new market expansion.
- Handled and secured confidential information and was able to complete sales transactions accurately and according to procedures.
- Maintained and expanded product knowledge to ensure that customers wants, needs, and expectations were being met.
Education
Associate of Science - Business Administration
Manchester Community College
Manchester, CT12.2020
Skills
- Bilingual (English, Spanish)
- Data Analysis
- Strategic Planning
- Strong communication skills
- Operational Efficiency
- Digital Banking expertise
Accomplishments
- Chosen as team lead for upper New York wealth management team.
- Ran several in person meetings/presentations for executives and strategic partners, and asked to speak on several national calls.
Timeline
Officer - Wealth Management
Merrill Lynch
07.2022 - Current
RM-Business Owner Specialist (RMBOS)
Bank Of America
12.2020 - 07.2022
Relationship Manager
Bank Of America
06.2019 - 12.2020
Relationship Banker
Bank Of America
12.2017 - 06.2019
Sales Representative and Mentor
Verizon Wireless Cellular Sales
10.2015 - 05.2017
Associate of Science - Business Administration
Manchester Community College
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