NIKKI WRIGHT

405-***-**** s ad3jx7@r.postjobfree.com

EXPERIENCE: Relationship Management Associate, 2021-Current Heritage Trust Company, Oklahoma City, Oklahoma

Relationship Management Associate, 2009-2015

Heritage Trust Company, Oklahoma City, Oklahoma

• Maintain existing relationships with high net wealth clients by providing personalized service and customized solutions

• Develop new relationships with potential clients using networking, referrals and professional partners

• • Provide Conduct customer annual reviews specific of client’s reporting performance, based on the and client’s reviewed level goals. of need Assist in the creation and implementation of client’s goals.

• Meet with clients to review annual portfolios and trust/agency accounts

• Manage estates and family trusts

• Acted as Secretary on a foundation board and Profit Sharing Committee

• Member of the Estate Planning Council

Office Coordinator/Operations Associate, 2018-2022 Heritage Trust Company, Oklahoma City, Oklahoma

• Managed accounts payable for corporate and client invoices on Workday

• Assisted in company conversion process

• Responsible for the account closing process on all outgoing accounts

• Responsible for answering and transferring all incoming calls

• Greet guests and maintain knowledge of key clients and contacts

• Coordinate internal communication, including daily email and other regular staff offerings

• Committee member of corporate wellness program

• Committee member of corporate Women in Leadership program Certified Leadership Professional Life Coach, 2012-2022 Nikki Wright Life Coach, Norman, Oklahoma

• Build relationships with prospects and clients to provide a trusting and transparent environment for maximum results

• Lead group-coaching classes to create an environment where women can form valuable relationships and gain wisdom from one another

• Coach one-on-one with private clients to further their life plan and purpose

• Provide intentional living and money management packages

• Assist with intentional goal setting/action plans

• 10-Step checklist to assess strengths and weaknesses

• Train clients to use time management tools

• Created and manage Facebook Group with 4,000 members Financial Advisor, 2006-2008

Edward Jones Investments, Oklahoma City, Oklahoma

• Started with zero assets and personally obtained nearly 4 million in assets under management in one year

• Received securities Series 7, Series 63, and Series 66 and life insurance license

• Recommended investments according to client’s needs and goals

• Sold variable annuities, mutual funds, stocks, bonds, and tax free bonds

• Educated clients on IRA, single, joint, and trust accounts

• Supervised and managed one employee

• Reached internal advancement goals quickly

EDUCATION: Southwestern Oklahoma State University, Weatherford, Oklahoma Bachelor of Business Administration, December 2005 Major: Business Management

ABA Trust School

Certificate of completion for all three levels of Trust School, October 2012 Lifeforming Leadership Coaching School

Certified Leadership Professional Life Coach, November 2012 VOLUNTEER

POSITIONS: Treasurer of Luggage With Love, non-profit board of directors Victory Family Church, prayer team member

Victory Family Church, The Block student ministries leader Victory Family Church, The House college ministries leader Victory Family Church, women’s small group leader

Business Networking International, host team and member Dream Sisters ministry, Co-Founder

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