S. Baigin Thiel

*** ******* *** #***

Lexington, KY 40502

859-***-****

adkzip@r.postjobfree.com

SUMMARY

Series 7 and 66 Registered Wealth Management Associate with professional business acumen and knowledge of finance and accounting principles. Detail-oriented and efficient problem solver with cross-functional experience analyzing complex financial information for varied purposes. Excellent relationship building and communication skills. Thrives in a fast paced, multi-project, and high energy team environment. CORE COMPETENCIES

• Written & Verbal Communication

• Salesforce

• Microsoft Office

• Investment Analysis

• Financial Planning Analysis

• Customer Service

• Strategic Marketing

• Website Management

• Event Planning

EDUCATION

University of Kentucky, Lewis Honors College

August 2016 - May 2020

• B.S. in Accounting, International Business minor

• Graduated summa cum laude, 3.88 GPA

Gatton College of Business & Economics, Global Scholar

• Requirement to take specialized coursework in international business, intercultural communication, and leadership in the global marketplace

• Requirement to study abroad during one academic semester, completed Fall 2018 in Barcelona, Spain EXPERIENCE

Merrill Lynch, Registered Wealth Management Client Associate April 2018 – Present, Lexington, KY

• Successfully obtained SIE, Series 7, and Series 66 FINRA registrations on first attempt while still a full-time student and part-time employee.

• Serve as first point of contact for 80+ households in all phases of client service, relationship management, and account maintenance to promote client retention and create a superior customer experience.

• Design and own team marketing strategy, including website creation and management, coordination of in person and virtual event logistics, digital communications, and creation of marketing materials.

• Organize specific financial details and data using Merrill Lynch financial planning software to generate Wealth Outlook reports and implement investment portfolio changes according to simulation forecasts.

• Actively maintain confidential client information and financial advisor documentation via Salesforce to streamline client data and maintain organizational processes.

• Establish team budget and manage Business Development Account expense reports regularly.

• Coordinate meeting schedules of senior managing partners and direct daily team meetings to improve team efficiencies.

• Execute banking and securities transactions accurately and in a timely manner. Body Structure Medical Fitness, Front Office Assistant March 2017 – March 2018, Lexington, KY

• Managed scheduling and front office operations.

• Supervised facility opening and controlled service at 5am daily.

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