Samuel Levine
Hartsdale,NY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds seeking to relocate to Boston. Friendly and personable with adaptable approach. Exceptional knowledge in financial planning, client management, and resources such as Salesforce and Asset Map.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
01.2023 - Current
- Prospected in cold markets, met with prospective clients under the support of a senior partner, and brought in over 3.5 million AUM
- Run initial meetings explaining who we are, our process, identifying ways we can be a resource, and intaking client information
- Leveraged Asset Map to illustrate client financial information and various projections
- Took notes during meetings highlighting information concerning financial planning and client relationship building
- Help teach new members of the team better practices for prospecting doubling their average client size
Education
Designation - Credentialed Holistic Financial Coach
Teachers College, Columbia University
New York, NY09-2024
Bachelor - Economics
University of Massachusetts Amherst
Amherst, MA05-2022
Skills
- Asset Map
- Salesforce
- Client Relations
- Client Management
Certification
- Series 7
- Series 66
- NY Life, Accident, & Health Insurance
Timeline
Financial Advisor
Equitable Advisors
01.2023 - Current
Designation - Credentialed Holistic Financial Coach
Teachers College, Columbia University
Bachelor - Economics
University of Massachusetts Amherst
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