Timothy Blair
West Milford,New Jersey
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
11
11
years of professional experience
Work History
Registered Wealth Management Associate
Merill Lynch & Co
12.2021 - Current
- Advised clients on investments, retirement and estate planning.
- Identified new business opportunities by networking and building strong relationships with potential clients.
- Increased assets by proactively identifying opportunities for portfolio growth within existing accounts.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Collaborated with team members to develop tailored investment strategies, resulting in increased client retention rates.
Registered Wealth Management Associate
Merrill Lynch
03.2018 - 08.2021
- Handled all alternative investment strategies
- Created all custom managed portfolios through the Merrill One platform
- Formed strong, lasting client relations
- Consulted with clients on buying or selling of various stocks based on financial goals/risks.
Stock Broker
Hudson Point Capital
01.2017 - 02.2018
- Liason for financial securities
- Oversaw client portfolios
- Collaborated with a senior broker to grow a book of business.
Shipping & Logistics Coordinator
Capital Hardware
09.2012 - 01.2017
- Head of communication between production, sales, and distribution
- Managed distribution and shipment budgets
- Organized an efficient supply chain to maximize profits
- Coordinated transportation to ensure prompt movement of shipments.
Education
Bachelor of Arts - Music History, Minor: Economics
Ramapo College
Mahwah, NJ05.2014
Skills
- Microsoft Office (Word, PowerPoint, Excel)
- Results oriented
- Negotiation
- Sales force
- Investment advice
- Market Analysis
- Chartered Business Valuator
- Client Associate Coach
- Digital Specialist
Timeline
Registered Wealth Management Associate
Merill Lynch & Co
12.2021 - Current
Registered Wealth Management Associate
Merrill Lynch
03.2018 - 08.2021
Stock Broker
Hudson Point Capital
01.2017 - 02.2018
Shipping & Logistics Coordinator
Capital Hardware
09.2012 - 01.2017
Bachelor of Arts - Music History, Minor: Economics
Ramapo College
Similar Profiles
Samantha FregosoSamantha Fregoso
Receptionist/Housekeeper at Merill GardensReceptionist/Housekeeper at Merill Gardens
Beatriz InterianoBeatriz Interiano
Caregiver at Merill GardensCaregiver at Merill Gardens
Sarah ShresthaSarah Shrestha
Caregiver/Med Tech at Sunshine Villa-Merill GardensCaregiver/Med Tech at Sunshine Villa-Merill Gardens