Customer Service Financial Advisor
Resume:
Profile
An aggressive, innovative and creative sales professional with progressive experience in building satisfying long term client relations with high net worth individuals and small businesses with unique needs. Possesses skills to drive business growth, capitalizes on new revenue potential and managing all aspects of daily business operations; Expert in marketing, networking and negotiation strategies in live music booking and tour management, combined with knowledge in financial planning and accounting.
Experience
Financial Advisor, Morgan Stanley Wealth Management Houston, TX 2016-2018 Built book of business with new clients through marketing via seminars, cold calling, networking within the music industries in Houston, Los Angeles and Nashville. Assisted clients with short and long term goals using securities, advisory and insurance products. Coordinated client/prospect events, including developing relationships with vendors. Live Music Tour Coordinator, Size 13 Entertainment, Los Angeles, CA 2014-2016 Booked bands in securing dates, negotiating contracts, arranging travel, and promoting concerts and other events. Communicated with representatives of newspapers, magazines and other media for promotional exposure. Created extensive network with talent buyers/promoters, bands, artists, venues, business & tour managers.
Stockbroker, Scottrade Inc., Houston, TX 2006-2008 Executed trades, provided quotes and administrated paperwork for new accounts. Provided customer service for all aspects of account maintenance. Consulted internet customers with technical issues. Assisted in operations support in contacting clients about margin delinquencies, reorganization items and short option reports. Educated new customers to the workings of the market and their trading platforms.
Financial Advisor,Edward Jones Investments, Houston, TX 2001-2004 Self managed and supervised Galleria neighborhood branch office. Built clientele book through face to face, cold calling, networking and seminars/workshops. Met and service clients/prospects in identifying needs and goals, educated and recommended financial products. Developed financial profiles, planning tools for retirement, education, insurance and personal goals. Presented education talks and planned client/prospect events to small and large group settings. Financial Advisor, Paine Webber Wealth Management, Houston, TX 1998-2001 Completed comprehensive two-year Financial Advisor training program. Built extensive clientele base with energy related professionals & oil companies. Implemented total wealth management approach in providing customized investment strategies in meeting clients needs and longterm goals.
Education
University of Houston BS in Economics, 1994
Skills
Highly efficient in Word, Excel Spreadsheets and PowerPoint for professional presentations References
Available upon request
**************@*****.***
1111 Bering Dr, Unit 1105
Houston, TX
77057
MARIE FAULKNER
Contact this candidate