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Account Executive

Charlotte, NC, 28211
April 27, 2022

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*** ********** *****, *********, ** 28211 • 404-***-**** • PROFESSIONAL SUMMARY

An accomplished and dedicated professional with a comprehensive background in financial advisement and management. Extensive experience improving client financial situations through evaluation, assessment, and thoughtful product and solution recommendations. Consults with clients to determine financial needs and goals and develops growth plans. Builds individual client base through telephone solicitation, networking, and public seminars. Offers detailed, research-based advice on strategies to meet clients’ goals. Establishes and manages productive relationships. Delivers outstanding client satisfaction, highlighted by client management abilities. Core Competencies and Relevant Skills

Professional Networking

Relationship Management

Customer Service


Wealth Planning

Market Knowledge

Reporting & Analysis


Portfolio Management

Risk Assessment

Public Speaking



Merrill Lynch Alpharetta, GA 11/04 – 02/19

Financial Advisor

Assisted individuals with investment strategies by assessing clients' financial situations and providing recommendations. Executed strategies for clients, including short-term and long-term goals. Presented a strategy that addresses all needs: building a retirement fund or saving for children's college expenses.

Exhibited a deep understanding of investment markets.

Recruited new clients, accomplished through traditional advertising, mailings, cold calling, and seminars. Wachovia Securities Atlanta, GA 12/03 – 11/04

Financial Advisor

Provided assistance to clients in managing their portfolios and investment strategies. Produced savings and protection solutions to help clients plan for all of life’s circumstances. Prepared financial plans and checked their accuracy.

Morgan Keegan Atlanta, GA 02/02 – 12/03

Financial Advisor

Consulted with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance to develop a financial plan. Advised strategies for clients in insurance coverage, investment planning, and cash management to help them reach financial objectives. INTERESTS

Sports, Reading, Family Activities, Exercise


Auburn University BS Finance • Series 7 and 65 licenses Experience Prior to 2002 Available on Request

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