Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

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
Hartford, CT
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
New Britain, CT
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
West Hartford, CT
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
West Hartford, CT
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
921 Farmington Avenue, West Hartford, CT
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, CT
12.2020

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
Rob Velasquez
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