Authorized to work in the US for any employer
June 2013 to Present
Manage full-service banking relationships with high net worth customers and oversee a portfolio of highly complex accounts.
Consult with clients regarding financial needs, strategic credit planning, insurance preparation, portfolio management and ensure a holistic financial plan is established.
Review financial, business, credit and tax needs of clients, continuously monitor clients’ changing needs to make sure clients current situation is inline with the financial plan. Establish client base through internal & external referrals and servicing existing clients. Partner with external partners to establish new business by reiterating my benefit to them for their clients & also keep them informed with any changes that my happen on my side of the business. I also coach a successful referral team by providing training and guidance.
May 2012 to June 2013
Series 7 License
I have 5 out of 7 modules done to sit for my CFP designation. I should be sitting for the actual exam in november