Manager Financial

Tucker M. Deane-Krantz

917-***-**** ********@*****.***

QUALIFICATION SUMMARY

With 6+ years of client management and business development experience, I have gained an understanding of how to meet the unique needs of clients. Through identifying the appropriate technology and financial products and solutions, I advise clients and businesses on how to optimize their opportunities and achieve their goals. With a proved ability to succeed in a goal focused work environment across different achievement metrics, I am able have business impacts on both large and small team environments.

WORK EXPERIENCE

Bank of America, Merrill Lynch, Atlanta, GA

Solutions Advisor Apr 2017 – Current

• Pitch and acquire new clients in competitive situations through marketing the firm and my team to win client business

• Educate clients towards investment products and technology platforms to optimize their long-term goals

• Analyze 75+ client portfolios to provide insights and recommendations for reallocation of financial assets, averaged over 10% year over year returns for client since entered industry in 2015

• Identify, create, and implement tailored solutions that adhere to industry best practices and uphold fiduciary responsibilities

• Collaborate cross functionally with Business and Mortgage Bankers to investigate business development opportunities

• Track industry and market trends to serve as a subject matter expert providing a high touch client experience Team Financial Advisor Aug 2015 – Apr 2017

• Built custom financial plans and strategies for high-net-worth individuals, overseeing and managing the financial, insurance, mortgage, and banking needs of clients

• Sourced over $30 million in business through cold calling, networking, and existing relationships, achieving top performing advisor in class of over 70 individuals

• Advised high net worth and preferred clients on the firm’s banking, business, and technology platforms, hold Series 7 and Series 66 Finra Licenses

Paws Up Capital, Atlanta, GA Nov 2018 – Current

Founding Investor and Advisor

• Own Master Franchise rights for Dogtopia Atlanta; a dog daycare business

• Developed business and sourced investment with team of co-founders, raised over $9MM in capital

• Opened 4 stores in region, on track to open 25 in the next 5 years throughout the Southeast Veritiv, Atlanta, GA

Logistics Account Manager Jul 2014 – Aug 2015

• Managed logistic needs for 20+ warehouse clients, coordinated 3PL shipping needs, negotiated with external vendors

• Analyzed and maintained inventory through organizing Excels sheets and communicated with stakeholders

• Coordinated software installations by traveling to California warehouses and train local employees on new technology EDUCATION

Emory University, Goizueta Business School, Atlanta, GA Dec 2022 M.B.A. Candidate, Evening Program Goizueta Entrepreneurship Club Duke University, College of Arts and Sciences, Durham, NC 2014 B.A. Political Science, Minor in History Certificate in Markets and Management LEADERSHIP EXPERIENCE

Regional Leader, Duke Young Alumni Development Council Oct 2014-Present

• Lead Atlanta Council to increase participation rate and donations from Atlanta Young Alumni and council members

• Organize quarterly networking events to build community in Atlanta to showcase a variety of Alumni business leaders Mentor, Big Brother Big Sister Aug 2015 - Present

• Take my “Little” on enriching activities around Atlanta for 8 hours a month to broaden his experiences, explore Atlanta together to build a positive relationship and draw a deeper connection to the city

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