Troy Teitsma
Spring Lake,MI
Summary
Highly-motivated advisor with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
5
5
years of professional experience
Work History
VP Financial Solutions Advisor
Bank of America Merrill Lynch
Bloomfield Hills, MI
11.2019 - 08.2024
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Drove revenue by cultivating successful client relations.
- Developed long-range plans for business growth, resulting in increase in annual sales.
- Explained complex concepts in an easy-to-understand manner to help educate customers about their options.
- Participated in team meetings regularly to discuss progress updates and exchange ideas.
- Researched market trends to stay up-to-date on the latest industry news and developments.
- Reviewed existing portfolios to ensure that they are in line with client's risk profile and objectives.
- Responded promptly to customer inquiries regarding account balances or other related issues.
- Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
- Analyzed client's current financial situation and prepared detailed reports outlining potential risks and opportunities.
- Prepared presentations for prospective clients highlighting various benefits of working with the firm's services or products.
- Developed long-term relationships with clients by providing excellent customer service and timely follow-up.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Recommended strategies to clients to help achieve financial goals.
Education
Bachelor of Arts -
Hope College
Holland, MI05-1992
Skills
- Growth planning
- Schedule Management
- Financial Acumen
- Business Development
Timeline
VP Financial Solutions Advisor
Bank of America Merrill Lynch
11.2019 - 08.2024
Bachelor of Arts -
Hope College
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