Financial Advisor Resume Baltimore, MD - Hire IT People

SUMMARY:

Top - performing, self-confident and results-oriented investment professional with a broad understanding of the capital markets and impressive aptitude for closing. Highly analytical and capable of developing strategies which translate into practical action. Independent self-starter and natural leader that fosters a collaborative atmosphere, providing the motivation and direction to drive investment performance. Strong critical thinking, time management and communication skills with proven success at handling multiple responsibilities in high pressure environments and establishing holistic financial plans.

KNOWLEDGEABLE AND SKILLED IN:

Investment Strategy
Securities & Fixed Income Analysis
Risk Management
Credit & Debt Analysis
Investment Markets/ Products
Financial Planning & Analysis
Data & Performance Analysis
Cash Management
Estate & Tax Planning
Quality Control & Assessments
Formal Presentations
Process Mapping & Implementation

PROFESSIONAL EXPERIENCE:

Confidential, Baltimore, MD

Financial Advisor

Responsibilities:

Accountable for the acquisition, retention, service and education of high net worth clients
Outperform 80% of peer group continually and exceed asset accumulation goals by 15%
Employ a consultative process to understand each clients risk tolerances, goals and insurance needs to initiate and maintain financial and wealth transfer plans
Develop and present successfully constructed and high impact investment portfolio solutions to prospects/clients based on fundamental research
Retain relationships by uncovering, understanding, and acting upon financial cues to meet client needs
Credited for heavy cross - selling of other banking services that produced an increase in revenues and strong customer loyalty
Demonstrate strong communication and presentation skills to articulate a compelling big picture perspective to prospective clients to reinforce importance of comprehensive investment strategy

Confidential, Frederick, MD

Director of Sales and Senior Sales Associate

Responsibilities:

Top producer for a nationwide insurance agency working directly with brokers and business owners to provide all avenues of insurance for hospitality establishments
Top Salesperson Award: 3rd & 4th quarters of 2005, all quarters of 2006, & 1st quarter of 2007
Recognized for outstanding revenue numbers 19 out of 21 months in sales
Personally responsible for increasing agency account base and revenues by 25% in 2005 and 46% in 2006
70% of all leads were cold calls
Establish network of diverse clients using innovative sales approaches, understanding and responding to our client s business challenges, and effectively delivering sales presentations
Trained and managed 12 sales associates for wholesale and retail accounts
Maintain existing accounts, reaffirming business relationships and assuring continued sales and referrals

Director of Operations & Processing and Senior Account Executive

Confidential

Responsibilities:

Responsible for post - merger reorganization: creating, managing and implementing process mapping, organizational development, quality control, risk management, business development, and software execution
Conducted Operational & Processing rigor assessments and analysis
Developed new process discipline, drafted Standard Operating and Processing Procedures to maintain efficient quality workflow, and enforced policy adherence
Trained/educated all staff on diverse software systems and company processes and procedures
Accountable for 1/3 of agency s accounts (including top 15% of market share): underwriting, renewal, processing
Liaison between insurance carriers and O&P Dept managing underwriting and processing correspondences

Confidential, Ellicott City, MD

Junior Account Executive

Responsibilities:

Assisted Senior Account Executive in analyzing account underwriting, processing policy documents, billing accounts, and ordering loss prevention surveys
Consolidated underwriting guidelines to increase efficiency
Resolved 90 - 120 day issuance back-log

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Financial Advisor Resume

Baltimore, MD

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