Manager Customer Service
Resume:
BRIAN JONES
Murphy, TX ****4
214-***-**** ***********@*******.***
FINANCIAL PLANNING & ANALYSIS LEADER
PROFILE
Highly experienced Asset Manager with more than a decade of success in the marketing and placement of multiple
financial products to senior level corporate executives and entrepreneurs. Able to identify client needs and provide
solutions to meet both their long-term and short-term objectives while providing the highest value to the client.
A trusted Consultant on Investment Planning, Risk Management, and Financial Planning to the senior
executives of leading corporations including Exxon Mobil, Anadarko Petroleum, and Burlington Northern Santa
Fe. An astute Financial Manager of more than $45M in client assets delivering a personal impact on more than
$200M of client assets.
W ell versed in Financial Analysis, Cash Flow Forecasting, Income Tax Planning, Succession Planning
Strategies, Financial Security Analyses, Stock Option Analyses, and Asset Allocation Models.
CORE COMPETENCIES
Risk Management • Investment Planning • Debt & Equity Analysis • Critical Thinking • Strategic Planning
Financial Modeling • Problem Solving • Risk Analysis • Strategic Planning
EXPERIENCE
MORGAN STANLEY SMITH BARNEY, Dallas, TX 2010-Present
A worldwide leader in Investment Management and Banking.
Financial Advisor
Building a client base of high net worth individuals through multiple marketing strategies focused on identifying prospective
client needs and providing personal financial solutions to those needs. Delivering a strategic investment plan derived from
individual investment research and leveraging firm resources.
Achievements:
Earned the distinction of top tier performance within the first three months.
AYCO - A GOLDMAN SACHS COMPANY, Dallas, TX 2005-2008
A division of a globally respected Financial Services Firm and Investment Bank.
Vice President, Financial Counseling
Served as the firm’s primary Client Relationship Manager to its most valued corporate clients. Worked in close collaboration
with the senior executives of Fortune 1000 companies while providing them with comprehensive financial advice and
strategic planning to maximize the financial performance of complicated estate planning, investment planning, income tax,
risk management, benefits and compensation, and retirement planning opportunities. Orchestrated the efforts of all support
team members to ensure consistently responsible execution of all aspects of the client’s personal financial plan.
Achievements:
Garnered more than $25,000,000 of new assets and managed a revenue stream of more than $1M; achieved
this by growing the client base through numerous referrals based on superior investment advice and
investment execution on behalf of more than 75 high net worth senior executives.
Protected client assets and mitigated estate and income tax exposure by recommending sophisticated wealth
transfer techniques such as ILITS, GRATS, CRTS, and QPRT S.
BRIAN JONES PAGE TWO
AMG NATIONAL TRUST BANK, Greenwood Village, CO 2000-2005
A well regarded trust bank with operations nationwide.
Financial Advisor
Promoted from Financial Analyst to this position in recognition of superior marketing and client service skills. Served as a
trusted senior advisor to the bank’s high net worth clientele comprised of corporate executives and successful
entrepreneurs. Conceived, developed, and presented personalized investment strategies strategically aligned with
the unique needs of the individual client while promoting the formation of a comprehensive financial plan for each
individual. Worked closely with the firm’s economist to compile a year-end economic review that analyzed the
company's performance and provided a reliable economic forecast.
Achievements:
Played a key role in the management of more than $100M in client AUM by employing Modern Portfolio Theory
and risk analysis to deliver sound financial guidance and advice.
Improved bank revenues and client retention by personally designing and implementing effective investment strategies
related to the client’s investments, income taxes, compensation and benefits, insurance, and estate planning.
DOMINICK & DOMINICK, INC., Ocean Township, NJ 1998
One of the oldest remaining member firms of the New York Stock Exchange.
Investment Executive
W orked in close collaboration with the branch manager to meet the strategic investment needs of the firm’s clients
by personally researching and recommending various investment products such as equities, mutual funds, and
bonds suited to the unique needs of the individual client.
Achievements:
Provided effective risk management for individual client portfolios by employing various hedging strategies
utilizing options.
EARLY CAREER
Early career success as a Customer Service Representative for Trilogy Software of Naples, Florida immediately
prior to earning an MBA at Monmouth University.
EDUCATION
Master of Business Administration, Monmouth University, Long Branch, NJ 2000
Bachelor of Arts in Philosophy, University of Pittsburgh, Pittsburgh, PA 1996
LICENSES/CHARTERS/OTHER
Completed an intensive course with the Investment Banking Institute focused on performing company valuations,
utilizing comparable public company analysis, precedent transactions analysis and discounted cash flow analysis.
Series 7 & 66 Licensee, Group One Insurance License
BOARDS/MEMBERSHIPS/INTERESTS
Board Member of Murphy Municipal Development Corporation
Vice Chairperson of Murphy Parks and Recreation
Dallas World Affairs Council Member
Dallas Arboretum Member
Member of Dallas Running Club
Mountain Biking, Running, Golfing, Fishing
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