Terry Damron
Gainesville,GA
Summary
Proven Registered Financial Representative with a history at Stifel Nicolaus, adept in leveraging excellent communication and account management skills to drive client satisfaction and retention. Achieved operational efficiency through digital innovations, demonstrating strong problem-solving abilities and a commitment to continuous improvement. Collaborates effectively to exceed client expectations, ensuring compliance and enhancing portfolio performance.
Overview
14
14
years of professional experience
Work History
Registered Financial Representative
Stifel Nicolaus
02.2010 - 01.2015
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Developed strong relationships with clients through regular communication and updates on their financial status.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and dealings.
- Achieved operational efficiency by implementing digital tools that streamlined account management tasks.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Created and implemented business and marketing plans to drive growth.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Streamlined financial processes for improved efficiency and accuracy in portfolio management.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Strengthened communication skills through regular interactions with others.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Organized and detail-oriented with a strong work ethic.
- Managed time efficiently in order to complete all tasks within deadlines.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Resolved client inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Provided exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Handled incoming payments and outgoing disbursements.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
- Contributed to the success of corporate events by coordinating logistics, preparing presentations, and engaging attendees in meaningful conversations about their financial needs.
Registered Financial Representative
Wells Fargo Advisors
03.2009 - 02.2010
Registered Financial Representative
Wachovia Securities
01.2008 - 03.2009
Registered Financial Representative
A.G. Edwards & Sons
10.2000 - 12.2007
- Assistant to six Financial Consultants with daily brokerage activities, taking client phone calls, managing client issues and concerns.
- Operational duties which include taking care of incoming client calls, processing client disbursements, opening and maintaining client accounts and processing all documentation.
- Creating monthly and quarterly client financial reports and mailing them out to clients.
- Creating research reports as needed for the financial consultants and/or clients.
Education
High School Diploma -
Berkmar High School
Lilburn, GA06-1986
Skills
- Appointment Scheduling
- Reliability
- Excellent Communication
- Account Management
- Client servicing
- Financial reviews
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention
- Organizational Skills
Accomplishments
Completed and received my Series 7 and Series 66 license
Timeline
Registered Financial Representative
Stifel Nicolaus
02.2010 - 01.2015
Registered Financial Representative
Wells Fargo Advisors
03.2009 - 02.2010
Registered Financial Representative
Wachovia Securities
01.2008 - 03.2009
Registered Financial Representative
A.G. Edwards & Sons
10.2000 - 12.2007
High School Diploma -
Berkmar High School
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