JONATHAN COOPER

** **** ******

Warwick, Rhode Island 02886

401-***-**** / adhiak@r.postjobfree.com

PROFILE:

Academic background in Business Management and Financial Services Management; expertise in positions requiring ability to analyze data; strong business acumen. Adept in developing and deepening relationships; ensuring optimal client service and product/program knowledge. Strong mathematical and technical aptitude; outstanding time management and organizational skills. Initiative to learn and grow in responsibilities; desire to excel in performance; communicate effectively with others at all levels. Computer Proficient: Microsoft Suite.

EXPERIENCE:

2019-Present CITIZENS BANK, Johnston, Rhode Island PREMIER ADVISOR (2019-Present)

Acquire, grow and manage a profitable portfolio of affluent client households. Contribute to profit, sales and product targets of the Retail and Wealth Management Division by selling appropriate financial solutions and banking services to the portfolio of clients. Expand the size and quality of the client base through initiating new relationships. Expand number of relationships through referrals and provide referrals to other bank specialists. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends. Develop and deepen long term relationships with existing clients’ through proactive and regular contact. Gain loyalty and deepen share of wallet. Provide high-level customer service to clients by addressing and resolving issues/concerns and coordinating client service activities within other areas of the organization. Trusted advisor to clients, through consistency, credibility, and responsiveness. Maintain relationships with internal business partners, to include, financial consultant, business banker, loan officer, and retail branch manager.

2015-2019 MERRILL LYNCH WEALTH MANAGEMENT, Providence, Rhode Island CASE MANAGER (2016-Present)

Provide white glove service to colleagues and directly to high net worth, affluent clients

($600,000-$2 million) on inquiries related to Client service, Power of Attorney, Abandoned Property, Divorce and 529. Duties include: opening cases in Siebel, taking ownership to give clients a single point of contact; walking clients through paperwork and processes related to above specialties; conducting proactive outreach to ensure clients’ needs are met; serving as expert to provide superior service to clients; serving as liaison between Special Account Services, Onboarding, and Special Distributions regarding various processes for the Case Manager function. Accomplishments:

• Understood all aspects of an optimal practice and completed the training and development needed to prepare for a successful career as a financial advisor.

• Built and maintain a clear process for adding to and updating client profile information and Salesforce.

• Consistently made adjustments to analytics, portfolio, balance sheet net worth statement and recommendations based on new or relevant information.

• Delivered a full range of goals-based financial planning/wealth strategies including assessment of client needs.

• Maintained robust knowledge of the firm’s latest planning tools, techniques, and strategies.

• Call / Contact center experience

GENERALIST (2015-2016)

Provided timely resolution on routine service inquiries that came into group from a variety of channels. Additional duties included: processing middle office inquires such as, incoming documents, emails, etc.; working Service Requests; performing client outreach; processing routine/standard transactions such as brokerage entry, account updates, and general processing of account forms; providing quality service and effective and efficient operational support for assigned area’s internal business partners and/or external customers and clients.

Accomplishments:

• Assisted account holders and financial solution advisors in accurately processing client documentation to update client accounts on Edge platform.

• Delivered high quality customer service, stressing client focus, product knowledge, and problem resolution.

2011-2014 PROVIDENCE SCHOOL DEPARTMENT, Providence, Rhode Island BEHAVIOR SPECIALIST

Collected and analyzed behavior data as it relates to individual student program to predict better situations for future. Additional duties included: implementing classroom and individual level/point systems and individualized programs; developing and implementing effective behavior plans to ensure positive learning environment; projecting future behaviors; collaborating with administrators, teachers, service providers, outside agencies and parents to create optimal learning environment and implement functional policies; maintaining structure; ensuring students are focused in classroom.

Accomplishments:

• Served as positive role model for students.

• Successfully created best possible learning environment.

• Assisted in implementing new forms for student information. 2009-2010 TRINITY MORTGAGE, Providence, Rhode Island MORTGAGE LOAN PROCESSOR

Ordered, coordinated and evaluated loan documentation for use by loan officer. Duties included: gathering information from applicants; providing information on rates, products, programs; guiding applicants in proper direction; pulling credit reports; verifying income, employment and banking information; verifying income credit appraisal and title insurance; submitting loan package to underwriting; ensuring loan documentation was accurate; gathering stipulations as needed for clear to close. Accomplishments:

• Assumed additional work and extra work hours to assist where needed. Page Two

JONATHAN COOPER

EDUCATION:

JOHNSON & WALES UNIVERSITY, Providence, Rhode Island EGD 2018 Pursuing: BACHELOR OF SCIENCE/BUSINESS MANAGEMENT 2012 ASSOCIATE IN APPLIED SCIENCE/BUSINESS MANAGEMENT Concentration: FINANCIAL SERVICE MANAGEMENT

FINRA LICENSES

Series 6

Series 63

Securities Industry Essentials

CURRICULUM HIGHLIGHTS:

Managerial Accounting Organizational Behavior

Service & Opt Management Managerial Technology

Business Accounting Macro Economics

Advanced Composition Micro Economics

SPECIAL PROJECTS:

Analyzed company’s income statement and balance sheet for performance ratio and made recommendations as to the direction of company and improvements needed; received A+ grade on project.

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