Timothy Grant Good
Client Experience Advisor
Philadelphia,PA
Summary
Analytical finance professional with B.S. in Business Administration (Finance) and FINRA Series 7 & 66 licenses. Two years of experience at Bank of America/Merrill managing client portfolios, analyzing fixed income and alternative investments, and supporting portfolio managers with quantitative analysis and risk assessment. Proficient in Excel, data reconciliation, and translating complex portfolio metrics into actionable insights for stakeholders. Currently managing 75+ client relationships while evaluating portfolio optimization strategies. Strong foundation in fixed income fundamentals, ETF structures, fee analysis, and liquidity assessment. Seeking to leverage analytical expertise and client-facing experience to support institutional fixed income portfolio management at Cerity Partners.
Overview
5
5
years of professional experience
Work History
Client Experience Advisor
Merrill
04.2026 - Current
- Optimized portfolio of 75+ clients by segmenting and deploying across service delivery channels (Merrill Edge digital platform, advisor-led advisory, account closure) to align resources with revenue potential and service requirements
- Collaborated with Financial Advisors to identify and strategically reassign clients, driving efficient resource allocation and service tier restructuring based on account size and profitability metrics
- Maintained 75+ active client relationships, providing advisory support and financial guidance while assessing suitability for different Merrill wealth management solutions and service models
- Processed 50+ account transitions end-to-end, including onboarding, documentation, compliance verification, an
Financial Advisor
Merrill
01.2024 - 03.2026
- Conducted in-depth financial analysis and developed comprehensive financial plans to help clients achieve their financial goals
- Evaluated clients' risk tolerance and investment objectives to create customized investment portfolios
- Monitored market trends and made recommendations to clients on adjusting their investment strategies
- Collaborated with tax and estate-planning professionals to provide holistic financial guidance
- Assessed client financial risk tolerance and portfolio exposure, developing strategies to mitigate risk and optimize returns
Appraisal Coordinator
Towne Bank
08.2021 - 12.2023
- Coordinated appraisal documentation and reviews to ensure regulatory compliance
- Verified financial and property data accuracy and maintained detailed records
- Partnered with loan officers and appraisers to resolve discrepancies and improve efficiency
Education
Bachelor of Science - Business Administration - Finance
Old Dominion University
Norfolk, Virginia12-2023
Skills
- Excel (lookups, pivots)
- PowerPoint (client ready)
- Deadline management
- Series 7
- Series 66
- SIE
- Effective multitasking
- Document management
Timeline
Client Experience Advisor
Merrill
04.2026 - Current
Financial Advisor
Merrill
01.2024 - 03.2026
Appraisal Coordinator
Towne Bank
08.2021 - 12.2023
Bachelor of Science - Business Administration - Finance
Old Dominion University