Description
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish rapport and build strategic partnerships with clients, promoting open communication and demonstrating attentiveness to their needs. Valic Financial Advisors FINANCIAL ADVISOR (February 2011 - July 2011) Conducted financial planning services and successfully managed portfolio of high net-worth clients. Handled new enrollments at hospital and clinic levels. Provided comprehensive financial advising and planning, assisting clients in capitalizing on investment opportunities. Key Accomplishments: * Recruited & onboarded within two weeks based on reputation for consistent performance. * Held responsibility for a $45M retirement plan within healthcare industry. Banker's Life & Casualty FINANCIAL ADVISOR (September 2010 - February 2011) Served as financial advisor, life insurance agent, and long-term care specialist. Cultivated effective business relationships with clients and provided exceptional service. Key Accomplishments: * Recruited as High Net Worth Advisor. Ameriprise Financial Advisors, Inc.
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