Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Skyeller Hill

Scottsdale,AZ

Summary

A personable and enthusiastic financial professional who is committed to helping clients meet financial goals. Extensive experience developing and implementing the best investment strategies tailored to clients' individual needs and objectives. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients. Highly effective building relations with clients from all levels and backgrounds. Expertise in servicing affluent and high-net worth clients. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

11
11
years of professional experience
3
3

Certifications

1
1
Certificate

Work History

Financial Advisor

Kestra Financial
Scottsdale, Arizona
08.2018 - 06.2022
  • Consulted with potential investors to assess objectives and discuss optimal strategies.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Created key performance indicators to measure and assess investment performance.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.

Investment Banker

Wells Fargo Advisors
11.2016 - 07.2018
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Researched, reviewed and evaluated bank customer investment and insurance portfolios.
  • Maintained in-depth product and service knowledge for well-informed customer advice

Private Client Associate

Charles Schwab
06.2013 - 10.2016
  • Managed affluent client relations through phone and email communication.
  • Identified customer needs and wants to enhance customer experiences and boost sales.
  • Created solutions for customers to satisfy specific needs, quality and budget.
  • Maintained relationships with customers to maximize sales opportunities.

Client Service Representative

Fiserv
03.2011 - 05.2013
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Maintained and managed customer files and databases.

Education

Bachelor of Science - Finance

Arizona State University
Tempe, AZ
12.2025

General Studies

Maricopa Community Colleges - Scottsdale Community College
Scottsdale, AZ

High School Diploma -

Millennium High School
Goodyear, AZ

Skills

  • Asset Management
  • Document Analysis
  • Performance Monitoring
  • Strategic Development
  • Client Relations
  • Financial Planning
  • Investment Consulting
  • Insurance Decisions
  • Retirement Needs
  • Risk Assessment
  • Stock Market Expertise
  • Tax Law Expertise

Certification

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Timeline

Financial Advisor

Kestra Financial
08.2018 - 06.2022

Investment Banker

Wells Fargo Advisors
11.2016 - 07.2018

Private Client Associate

Charles Schwab
06.2013 - 10.2016

Client Service Representative

Fiserv
03.2011 - 05.2013

Bachelor of Science - Finance

Arizona State University

General Studies

Maricopa Community Colleges - Scottsdale Community College

High School Diploma -

Millennium High School

Similar Profiles

CREATE PROFILE
Skyeller Hill