Office Assistant Sales

Brian W. Daly * Stony Run Road Newburgh NY *****

201-***-**** **********@*****.***

Customer Service

Relationship Management

Wealth Planning

Mutual Funds

Stocks

Up to date market knowledge

Reporting and analysis

Sales proficiency

Lead banking team members

Drive referrals

EXPERIENCE

J.P. Morgan Chase & Co., New York, NY 10/2010 - Current Private Client Advisor - Series 7, 66, Life & Health Licensed Responsibilities

● Advisor to high net worth families on wealth management strategies

● Develop & manage $98 million dollar client base

● Manage relationships with clients, prospects, vendors, partners & centers of influence

● Built investment portfolios with mutual funds, stocks, bonds, options, etfs, managed accounts, hedge fund and insurance products

● Meet with clients to communicate portfolio returns & analysis at various stages throughout the relationship

● Lead banking team members to increase business opportunities within the enterprise Achievements

● Since 2010 I have been increasing product revenue above 10% w/ sales ranging from 50K to 5MM, and involving long and complex sales cycles.

● Achievement Certificates certifying the high standard of excellence in wealth management and goal based financial planning

● Yearly bonuses based on adding new investment dollars

● One of few selected to participate in weekly roundtable feedback sessions with top bank executives

Edward Jones Investments, Montclair, NJ 11/2008 to 10/2010 Financial Advisor

Responsibilities

● Built an Edward Jones financial services practice in local community worth $8.5 million dollars in client assets

● Client services & marketing manager of local office and office assistant Achievements

● Winner of Honorary Ted Jones Prospecting Award for new investment relationships EDUCATION

State University College at Oneonta, Oneonta, NY May 2005 Graduate Bachelor of Science in Mass Communication

Dual minor in communication studies & art history two public relations internships in NYC journalism internship @ The Daily Star Oneonta rugby team WONY 90.9 college radio station

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