Financial Advisor Senior
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Chronological resume
Summary
Financial Advisor with 7+ years of experience delivering financial/investment advisory services to high
value clients. Proven success in managing multi-million dollar portfolios, driving profitability, and
increasing ROI through skilful strategic planning, consulting, and financial advisory service.
Professional Experience
Wells Fargo Advisors ~ Houston, TX
Senior Financial Advisor, August 220-Present
+ Delver financial advice o clients, proposing strategies to achieve short- and long-term objectives
for investments, insurance, busines and estate planning with minimal risk
* Develop, review, and optimize investment portfolios for 300+ high value clients with over $190M
‘AUM (Assets Under Management)
* Ensure maximum client satisfaction by providing exceptional and personalized service, enhancing
client satisfaction ratings from 889% to 99.9% in less than 6 months,
Suntrust Investment Services, Inc ~ New Orleans, LA
Financial Advisor, July 2017-August 2020
* Served as knowledgeable financial advisor to clients, managing an over $20-75M investment
portfolio of 90+ individual and corporate clients
© Devised and applied a new training and accountability program that increased productivity from.
‘#10 to #3 in the region in less than 2 year period
* Partnered with cross-functional teams in consulting with clients to provide asset management risk
strategy and mitigation, which increased AUM by 50%
Maverick Capital Management — New Orleans, LA
Financial Advisor, July 2014-August 2017
* Served as the primary point of contact for over 15 clients
* Managed the portfolios of several major clients with over $8.5M in total assets,
EDUCATION RELEVANT SKILLS
Louisiana State University ‘+ Proficientin MS Office (Word, Excel,
Baton Rouge tA PowerPont) xtook Ms ject
Salesforce, TFS Project Managem
Bachelor of Science in Business Administration, ‘and Webex ad
(concentration: finance)
+ Flentin English, Spanish, and French
‘Honors: cum laude (GPA: 3.7/4.0) ieee
May 2014
Via: Resume Genius
Skill-based or functional
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