Financial Marketing

Location:

Posted:

June 14, 2010

Timothy L. Blanchard, CFP, MBA, CRPC abmmrg@r.postjobfree.com

Financial professional seeking relationship position working with high net worth clientele in areas of goal discovery,

assessing client needs and matching internal capabilities relating to investment management, trust and estate services, and

private banking.

PROFESSIONAL HISTORY & HIGHLIGHTS

Wealth Strategist, Vice President, Northern Trust, January 2010 to Present

Initiated dozens of meetings with center of influence firms (estate planning attorneys, M&A attorneys, CPAs) to

create “partnerships” to generate recurring high net worth prospects for wealth management business.

Met with high net worth prospects and guided relationship until conversion to client. Assembled and worked with

internal team of trust administrators, portfolio managers and estate settlement group to facilitate this conversion.

Senior Financial Advisor, A Platinum Financial Services practice, Ameriprise Financial Inc. 1998 – 10/2009

Self-employed financial advisor/planner marketing to the mass affluent. Designed and implemented personal financial

plans around life goals on a retainer basis. Offered a broad range of financial products and services. Tracked goal

progress over time with clients.

Built from ground up $500,000 Gross Dealer Concession business through individual marketing effort

Managed over 100 client relationships

Achieved and held 97% out of 100% Client Satisfaction Survey score

Managed $52,000,000 in client assets

Maintained clean compliance and regulatory record

Awarded several President’s Recognition Quality of Advice Awards

Developed business by hosting client events, seminars, referral programs, and strategic alliances

Taught graduate level investment courses at University of St. Thomas, Houston, CFP Program ’01, ‘02

Financial Analyst, Tenneco Business Services, 1997 – 1998

Produced financial reports for CFO

Investigated accounting inaccuracies

Director of Finance and Administration, The Houston Food Bank, 1987 – 1997

Assisted with rapid growth of this nonprofit organization through variety of roles including Marketing, Operations

and Administration

Other Experience

Seismic Data Recorder – Western Geophysical

EDUCATION AND CERTIFICATIONS COMMUNITY INVOLVEMENTS

• MBA University of St. Thomas, Houston, TX YMCA Board of Directors

• BS Bloomsburg University, Bloomsburg, PA Rotary Club of The Woodlands

• Certified Financial Planner Leader for Financial Peace University

• Chartered Retirement Planning Counselor Toastmasters

• Licenses include Series 7/Series 63/Group 1 Job Search program