Summary of Qualifications:
Exceptional encounter in customer wealth management activities
In-depth knowledge of loan from the lender, deposit, mortgage and credit score products
Familiarity with health maintenance procedures and credit score administration
Good understanding of wealth management - believe in and economic planning
Proficient with customer connection management (CRM) systems and MS Office suite
Ability to identify and evaluate credit score opportunities and risks
Ability to maintain a balance between advertising and credit score risk parts
Strong social, sales and connection management skills
Superior written, spoken and presentation skills
Work Experience:
Wealth Control Consultant, 2006 - Present
TIAA-CREF, Brooksville, FL
Advised and trained new and existing employees.
Managed and applied to believe records.
Prepared and presented to believe in lessons and workshops to internal and external groups.
Sold, delivered and offered financial institution items and services to prosperous customers.
Identified customer economic needs and conditions through economic preparing analysis.
Monitored financial commitment records for sticking to the financial commitment and resource allowance objectives and policies.
Wealth Control Consultant, May 2000 – July 2005
New England Financial, Brooksville, FL
Analyzed clients' economic needs and objectives.
Provided guidance to customers about different insurance and financial commitment items.
Implemented, and examined, economic strategies designed to help customers engage in their long-term objectives.
Established and managed excellent working connections with various services and product specialists.
Developed, maintained and enhanced customer profile ensuring incorporated and smooth approach.
Established and managed business connections with centers of influence.
Education:
Bachelor's Degree in Finance, Georgetown University, Washington, DC, DC
