Highly effective Business Professional With Extensive Experience in Sales, Financial Management, Customer Service and Public Relations and a proven record of financial management, strategic account planning, relationship building and consistently surpassing goals and objectives.
EMPLOYMENT HISTORY
2009-2011 Wells Fargo Richmond, VA
Operations Support Specialist (2009-2011)
Support Financial Advisors and Sales Assistants in opening of brokerage accounts. Also provide support in fundamentals of products, marketing and system utilization through the use of various systems.
2007-2008 Contractor Richmond, VA
Project Coordinator, Community Affairs (2007-2008)
Liaison for Community Affairs focusing on philanthropic missions through sponsorships, volunteerism and financial literacy to increase company awareness and meeting Community Reinvestment Operations Support Specialists Act requirements. Communicating with outside organizations, political parties, and internal teams to create strategic partnerships. Handling all logistical demands for meetings between all parties. Attending formal community events to communicate strong corporate image. Attending meetings for new and existing partnerships to discuss funding, budget requirements, organizational outcomes. Reporting outcomes to management in relation to grants and sponsorships.
2000-2007 Bank of America Richmond, VA
Financial Advisor (2001-2007)
Responsible for Retirement, Education and Life Insurance Planning and creating investment portfolios, while working to achieve goals by maximizing potential return at the right level or risks with marketable securities. Partnering with bankers, business client managers, trust officers, CPAs and estate attorneys to create a complete wealth management plan for clients. Analyzed credit needs for leveraging strategies. Create long term relationship with extensive monitoring and adjusting of investment portfolios, while maintaining strong communication with clients.
Received Tier 1 Award out of 3 Tiers for amount of revenues generated 1st year. Only 30% of class received this award nationwide.
Create 30 million dollar book of business from ground zero in 5 years with no prior experience. This pace is average for a broker with 10 years experience
Honorary Clients: Peter Francisco-Real Estate Investor, Alfred Pollard-Senior Engineer in Carpenter & Co., Darryl Carry=Business Owner, Valerie Robinson-Partner in Law Firm, James Long-Executive in Future Leaders of America, One Individual Client with an Investment Portfolio of 18 million-Anonymous
Investment Services Representative/Personal Banker (2000-2001)
Fulfilled deposit account and loan requests for multiple customers. Encouraged dialogue with customers to access their true needs, to offer multiple deposit or credit products to achieve their short and long term objectives.
Opened Sweep accounts for clients with qualifying balances and potential investment needs.
Received Top Million Dollar loan booking in 1st month. On average an associate would not be at this level until 1 year experience
#2 out of 225 Associates for Accounts Sold, Amount of Mortgages booked and number of cross-sells
Party thrown for me personally when I received my promotion because of popularity among associates for my sincerity, and uncompromised character-only associate this was done for out of 10 associates
EDUCATION
2006 Strayer University Richmond, VA
Masters Degree, Business Administration
1999 Virginia Commonwealth University Richmond, VA
Bachelor of Science Degree, Marketing
PROFESSIONAL LICENSES
Series 7, 63 and Life and Health
RELATED PROFESSIONAL ACTIVITIES
Board Member, Team-Up Richmond
Market Research for Dr. Pamela Kiecker on Marketing to Blended Families and E & M Engineering on Die Cast Mold Prospects
PERSONAL ACCOMPLISHMENTS
Author of Published book Titled: Falling in Love with Me
EMPLOYMENT HISTORY
2009-2011 Wells Fargo Richmond, VA
Operations Support Specialist (2009-2011)
Support Financial Advisors and Sales Assistants in opening of brokerage accounts. Also provide support in fundamentals of products, marketing and system utilization through the use of various systems.
2007-2008 Contractor Richmond, VA
Project Coordinator, Community Affairs (2007-2008)
Liaison for Community Affairs focusing on philanthropic missions through sponsorships, volunteerism and financial literacy to increase company awareness and meeting Community Reinvestment Operations Support Specialists Act requirements. Communicating with outside organizations, political parties, and internal teams to create strategic partnerships. Handling all logistical demands for meetings between all parties. Attending formal community events to communicate strong corporate image. Attending meetings for new and existing partnerships to discuss funding, budget requirements, organizational outcomes. Reporting outcomes to management in relation to grants and sponsorships.
2000-2007 Bank of America Richmond, VA
Financial Advisor (2001-2007)
Responsible for Retirement, Education and Life Insurance Planning and creating investment portfolios, while working to achieve goals by maximizing potential return at the right level or risks with marketable securities. Partnering with bankers, business client managers, trust officers, CPAs and estate attorneys to create a complete wealth management plan for clients. Analyzed credit needs for leveraging strategies. Create long term relationship with extensive monitoring and adjusting of investment portfolios, while maintaining strong communication with clients.
Received Tier 1 Award out of 3 Tiers for amount of revenues generated 1st year. Only 30% of class received this award nationwide.
Create 30 million dollar book of business from ground zero in 5 years with no prior experience. This pace is average for a broker with 10 years experience
Honorary Clients: Peter Francisco-Real Estate Investor, Alfred Pollard-Senior Engineer in Carpenter & Co., Darryl Carry=Business Owner, Valerie Robinson-Partner in Law Firm, James Long-Executive in Future Leaders of America, One Individual Client with an Investment Portfolio of 18 million-Anonymous
Investment Services Representative/Personal Banker (2000-2001)
Fulfilled deposit account and loan requests for multiple customers. Encouraged dialogue with customers to access their true needs, to offer multiple deposit or credit products to achieve their short and long term objectives.
Opened Sweep accounts for clients with qualifying balances and potential investment needs.
Received Top Million Dollar loan booking in 1st month. On average an associate would not be at this level until 1 year experience
#2 out of 225 Associates for Accounts Sold, Amount of Mortgages booked and number of cross-sells
Party thrown for me personally when I received my promotion because of popularity among associates for my sincerity, and uncompromised character-only associate this was done for out of 10 associates
EDUCATION
2006 Strayer University Richmond, VA
Masters Degree, Business Administration
1999 Virginia Commonwealth University Richmond, VA
Bachelor of Science Degree, Marketing
PROFESSIONAL LICENSES
Series 7, 63 and Life and Health
RELATED PROFESSIONAL ACTIVITIES
Board Member, Team-Up Richmond
Market Research for Dr. Pamela Kiecker on Marketing to Blended Families and E & M Engineering on Die Cast Mold Prospects
PERSONAL ACCOMPLISHMENTS
Author of Published book Titled: Falling in Love with Me