SHANE BULLER
Seattle,WA
Summary
Personable candidate dedicated to assisting clients in achieving their financial goals. Experienced in creating and executing personalized investment strategies, adept at tailoring approaches to meet individual needs and objectives. Passionate about offering reliable financial advice and guiding clients towards reaching their desired financial milestones.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Merrill Financial Solutions Advisor
Merrill Lynch
11.2022 - Current
- Developed and maintained strong relationships with over 30 households to maximize satisfaction.
- Monitored and updated financial plans of seven households to comply with client goals.
- Created financial models to analyze and evaluate investment strategies.
- Studied financial documents to identify potential areas needing improvement.
- Collaborated with other departments to deliver on client's goals and objectives.
- Updated clients on changes in tax laws and other regulations affecting investments.
Client Associate
RBC Wealth Management
11.2021 - 11.2022
- Maintained accounts with a total value of $668,000,000.
- Created reports to optimize our services/relations with our clients.
- Organized account forms to serve the best interest of the client and to ensure error minimization.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Education
Bachelor of Arts - Finance Concentration
University of Washington
Seattle06.2021
Skills
- Effective communication
- Versatile in dynamic environments
- Risk-based asset management
- Retirement planning
- Financial planning
- Resilient problem-solving
- Salesforce
- Portfolio management
Certification
- CRPC- Chartered Retirement Planning Counselor
- Series 7 and 66
Hobbies and Interests
- Backpacking
- Basketball
- Paddle-boarding
- Videography
- Audible
- Karaoke
Timeline
Merrill Financial Solutions Advisor
Merrill Lynch
11.2022 - Current
Client Associate
RBC Wealth Management
11.2021 - 11.2022
Bachelor of Arts - Finance Concentration
University of Washington
Similar Profiles
Michael PryorMichael Pryor
Operations Analyst at Bank of America Merrill LynchOperations Analyst at Bank of America Merrill Lynch
Rob VelasquezRob Velasquez
Officer - Wealth Management at Merrill LynchOfficer - Wealth Management at Merrill Lynch
Xhoel GjataXhoel Gjata
Senior Investment Specialist at Merrill LynchSenior Investment Specialist at Merrill Lynch