Occupation:Personal Financial Advisor |
Location:Chicago, IL |
Education Level:Bachelor |
Will Relocate:YES |
Description
EXPERIENCE: Accomplished and client-centric financial services professional with more than 10 years of experience performing comprehensive client needs analysis and delivering strategic financial recommendations to achieve objectives. Focused on relationship building and management, serving high net-worth clients, meeting and exceeding organizational goals. CLIENT RELATIONS: Strategic problem solver with a proven ability to influence and persuade clients by identifying value driven solutions. * Planning & Strategy * Business Development * Pipeline Management
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Citibank Na | Relationship Managersales Development Consultant | 1/2014 - 1/2013 |
Interbank Mortgage Company | Account Executive, Wholesale Lending | 1/2009 - 1/2011 |
Citimortgage Inc. | Senior Account Executive And Vice President, Wholesale | 1/2005 - 1/2009 |
Cohen Financial | Sr. Financial Accountant | 1/2002 - 1/2005 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Northwestern College | Accounting | 1994 | Bachelor Degree |