Summary

Highlights

Accomplishments

Experience

Education

LEWIS BROWN

**** **** ****, ******** ****, MD 21042 H: 410-***-**** C: 443-***-**** acvsqq@r.postjobfree.com Skilled financial professional with 17 years of financial services industry experience in the affluent client market segment. Expertly creates customized financial strategies to meet client needs FINRA Series 7 License

FINRA Series 63 & 65 License

Life & Health Insurance License

NMLSR Registered

Excellent communication skills

Goal-oriented

Detail-oriented

Excellent time management skills

US Army Veteran

Grew affluent client deposit and investment book of business by 5% in 2013. Candle Light & Silver Award winner 3 consecutive years Received President's Award 2 out of 4 quarters in 2013 Wealth Advisor Apr 2016 to Current

Tower Federal Credit Union Laurel, Md

Serves as the primary relationship manager for a designated member base. Provides comprehensive investment solutions by assisting members in identifying their risk tolerance; their goals; and, overall objectives through needs based consultations. Makes appropriate investment recommendations that are consistent with member's financial goals

Premier Banker Apr 2014 to Apr 2016

SunTrust Bank Catonsville, MD

Dedicated financial resource for affluent client base. Provides comprehensive financial solutions for the affluent client's banking, borrowing, investment, and retirement needs. Responsible for creating and delivering financial plans to the SunTrust affluent client base Regional Bank Private Banker Dec 2010 to Mar 2014

Wells Fargo Bank Ellicott City, MD

Affluent client relationship manager. Provided tailored financial solutions to help high value clients achieve their financial goals by helping clients build, manage, preserve, and transition wealth. Managed a book of high value clients. Responsible for maintaining and growing Wells Fargo Bank's wallet share with book clients.

Financial Specialist May 1998 to Nov 2010

Wachovia Bank / First Union Bank Ellicott City, MD Provided financial solutions for mass market and affluent retail bank clients. Responsible for monthly credit, investment, and deposit sales goals.

BBA, Finance 1986

Loyola College in MD Baltimore, Md, USA