THOMAS MEIER

Redeveloped residential real estate.

• Responsible for the day to day operations of the Morgan Stanley Pinecrest Branch
• Supervised eight financial advisors and four support staff
• Personally managed over 300 accounts and approximately 100 million dollars in assets
• Conducted sales and staff meeting to increase revenue and the client experience
• Managed P/L to increase profits and control fixed expenses
• Accountable for a work environment that fostered respect and integrity for all employees.

• Advised retail clients on investment portfolios
• Developed and implemented a marketing plan to raise assets and revenue
• Team building with support staff.

• Responsible for proving investment counseling to bank clients
• Instituted a referral program for support staff to increase business
• Provided financial seminars for bank clients and support staff.

• Training and education required to perform financial advisor duties
• Raise assets and open retail brokerage accounts.