Business Development Financial Services

Peter Greeley

ad7nez@r.postjobfree.com • LinkedIn

Greater San Francisco Bay Area, CA • 415-***-****

Summary

Wealth Strategist / Wealth Planning / Wealth Management

Results-driven, customer-focused, personable, and innovative financial services industry professional with expertise in strategic account management, strategy, financial planning, and business development.

Proven ability to coordinate, build, and retain profitable client relationships and a rapport with affluent clients, while executing high-impact and customer focused strategies in an increasingly changing environment. A skilled negotiator able to resolve complex situations, delivering creative product solutions that enhance client relationships. Possess a proven record of evaluating business and investment opportunities, quickly understanding companies, their markets, and client needs, and making sound and profitable investment recommendations.

Areas of Expertise

•Investment Advisory

•Profitable Investments

•Portfolio Management

•Hedge Funds

•Strategic Wealth Planning & Leadership

•Equities & Equity Research

•Securities Regulation & Security

•Financial & Institutional Equity Sales

•B2B Sales / Business Development / Point of Sale

•Customer Relationship Management (CRM)

•Valuation

•Transaction Law & Financial Markets

Career Experience

Senior Premier Banker, Wells Fargo 2022 – 2023

Developed and maintained relationships and used a consultative approach to understand goals/objectives of high-net-worth clients through clear communication, relationship development, and exceptional customer service. Identify banking services/products required, opened/processed new accounts, set up online access, and issued debit cards for these clients. Determined opportunities to deepen client relationships by cross-selling products/services. Provided financial advice/solutions that are customized to the needs of each individual client. Provided education for customers on banking policies, procedures, and the use of digital banking tools.

●Successful in convincing multi-millionaire prospects to sit down with a financial advisor.

Investment Associate, Paulson Investment Company 2020 – 2021

Delivered financial and investment guidance/consultation to accredited investors on best financial products to meet their needs. Translated and synthesized complex financial products into simple, understandable, and actionable sales transactions for clients.

●Completed ~30 cold calls / day and built client relationship from a list of provided leads.

Registered Representative / Financial Advisor, MML Investor Services 2020 – 2020

Gathered customer requirements and presented financial solutions that aligned with needs for life, health, and annuities products. Performed in-depth market research into industry trends and best practices and applied this knowledge to the identification of best solutions for clients.

●Effectively identified client needs to provide an exceptional experience.

Financial Consultant, AXA Advisors 2017 – 2018

Counseled clients on best products to meet individual needs and marketed insurance and financial services products to investors. Cultivated an environment of trust in the buying process while establishing a work culture of collaboration, communication, and accountability.

●Marketed insurance and financial services products which increase client awareness of available products.

Managing Director, Institutional Equity Software Sales, Discern Securities (Startup Software Company) 2014 – 2015

Spearheaded the creation and launch of enterprise sales and account management strategies. Delivered marketing/product demonstrations for innovative software that analyzed data from the Energy, Retail, Real Estate, and Banking sectors.

●Delivered a substantial contribution to company’s equity.

Managing Director, Institutional Equity Research Sales, JMP Group 2001 – 2013

Built and nurtured business relationships with corporate clients and institutional investors within four key industries: Technology, Healthcare, Financial Services, and Real Estate. Researched market and potential customers to gain a deep understanding of customer needs and industry trends across major metros, including San Francisco, Philadelphia, Delaware, and New York City.

●Increased industry awareness of the JMP Group brand across major and middle market accounts.

●Improved investment banking platform and stock brokerage sales during the company’s startup phase. Generated $1M+ in revenues in year two and achieved peak year revenues of $2.5M+.

●Set records as a “Top Producer” for 12 years by identifying profitable investment ideas for divergent active investment styles.

●Achieved the highest client attendance at the Annual Investor Conference.

Education

Bachelor of Business Administration (BBA) in Marketing and Finance University of Wisconsin

Licenses & Certifications

Licensed in Series 7, 66, 63, 1, and SIE

Insurance License# 0L86608 State of California

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