TORIL A. MCGUIGAN
Breckenridge,CO
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Financial Advisor
EDWARD JONES
2022.01 - Current
- Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Collaborate with team members to streamline processes and improve overall client experience.
- Assist clients with budgeting and cash flow management.
Assistant Branch Manager
BANK OF THE WEST
2016.01 - 2021.11
- Provided coaching and direction to team members in both sales, service and teller activities, including lobby management practices
- Responsible for servicing transactions, performing needs assessments and opening new accounts
- Acted as the customers' first point of contact with the Bank
- Assessed the customers' total financial service needs through recognizing and uncovering opportunities to contribute directly to the success of the branch
- Responsible for a broad range of complex activities in the branch including transaction processing, new account sales, customer servicing, referral generation and compliance duties
- Established, maintained, and deepened relationships with banking center customers to achieve branch performance goals and provide excellent customer service
- Adapted to the needs of the branch, focused on any promotional activities and continued to enhance the customer experience.
- Maintained strict adherence to regulatory guidelines, minimizing compliance risks for the bank.
MANAGER/ASSISTANT MANAGER/PERSONAL BANKER
WELLS FARGO
2014.01 - 2016.01
- Helped deliver a vision and build lifelong relationships with customers
- Demonstrated leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive
- Lived our commitment to the highest ethical standards and maintain the valued trust of our customers and communities
- Sold retail banking products and services to customers and prospects to exceed challenging sales goals
- Provided a broad base of financial and credit services with the goal of acquiring 100% of the customers' business and educating them financially
- Maximized sales opportunities and achieved minimum sales standards.
STORE MANAGER
SSV/VAIL RESORTS
2011.01 - 2014.01
- Managed a million dollar retail store
- Continued to grow the brand year after year with increased sales and marketing
- Winner of best retail performance award for 2012/2013 fiscal year
- Generated sales, demonstrated and maintained a professional standard of guest service
- Evaluated sales trends and created methods for sales growth
- Managed inventory control and met or exceeded inventory goals
- Role model and administrator of company policies and guidelines
- Recruited, hired, trained, coached, and maintained a quality core staff
- Enforced company cash handling policies and procedures, and other loss prevention policies
- Provided training resources, product knowledge, guest service, resort information, and sales support
- Conducted performance appraisals for and coached development of staff on a regular basis
- Managed operational budget
- Remained current on new industry products and trends, and demonstrated knowledge of products.
Education
Marketing and Management -
University of Colorado Leeds School of Business
Boulder, COMarketing -
University of Vermont
Burlington, VTBurke Mountain Academy
01.1998
Skills
Financial Planning
Investment advice
Relationship building and management
Financial Forecasting
Budget Compliance
Budgeting advice
Retirement planning
Risk Assessment
Client Relations
Cash Flow analysis
Volunteer Experience
- Echo Days with Vail Resorts, 2011-2014
- Volunteer Puppy Raiser for Canine Companions for Independence, 2004-2006
- On-hill ski ambassador for Head USA, 2005-2010
- Theatrical lead and Co-Producer in The Vagina Monologues, Boulder, CO, Spring 2008
- Safehouse - Progressive Alliance for Nonviolence volunteer, Boulder, CO, 2008-2010
Timeline
Financial Advisor
EDWARD JONES
2022.01 - Current
Assistant Branch Manager
BANK OF THE WEST
2016.01 - 2021.11
MANAGER/ASSISTANT MANAGER/PERSONAL BANKER
WELLS FARGO
2014.01 - 2016.01
STORE MANAGER
SSV/VAIL RESORTS
2011.01 - 2014.01
Marketing and Management -
University of Colorado Leeds School of Business
Marketing -
University of Vermont
Burke Mountain Academy
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