Wealth Management Team Members

CLAIRE M. WOJNAR

* ********* ***** • MOORESTOWN, NJ 0 8 057

PHONE 6-09-2-76-3-782 • EMAIL: ***************@*****.**.** Summary of Qualifications

Goal-driven leader who has strong capabilities in motivating team members. Strong team player with interpersonal, written and communication skills with dedication to team success. Highly organized, detail orientated, and able to set priorities through multitasking. Cross selling capabilities of retirement and wealth management products. Extensive trust knowledge and sales skills. Licensed with Series 7, 63, 66 and CRPC®

Professional Experience

Merrill Lynch, Pennington, New Jersey December 2018 – Present Internal Trust Specialist

• Internal Sales partner to the external Wealth Planner for the Northeast Division of the U.S

• Responsible for contributing to team’s sales goals and metrics for NE Division by capturing downstream revenue and new opportunities

• Part of a pilot launched to provide Top Trusteed IRA sales through a dedicated TIRA desk developed nationwide

• Hosted WebEx’s to drive awareness about new initiatives and products run through Bank of America Private Banking Merrill Lynch, Pennington, New Jersey August 2015 – December 2018 Trust & Estate Associate

• Responsible for the onboarding of all new trust entities; preparing necessary documentation and reviewing documents received for accuracy

• Communicating pertinent requirements and facts from legal reviewers to advisors and clients to facilitate accurate and efficient onboarding

• Adhering to and modifying paperwork/marketing materials to ensure all documents are capturing the newest and most accurate information regarding tax and legislative changes

• Advising sufficient timeline stages and providing timely updates as entities are onboarded from the retail platform to the trust platform

Merrill Lynch, Mt. Laurel, New Jersey October 2011 – August 2015 Senior Registered Client Associate

• On boarding of new clients and maintenance of existing client relationships through cross selling of all products

• Responsible for managing advisors book affluence, market based goals and client/prospect seminars

• Facilitator of new initiatives such as Merrill One and Merrill Clear and the integration of these through client services

• Top 1000 Client Associates for 2014 and Secured Client Support Enhancer award for 2013 and BOR for 2012 Merrill Lynch, Hopewell, New Jersey November 2009 – October 2011 Senior Retirement Specialist

• Offering World-Class Customer Service by providing complete and accurate information to clients in a multi-task, high- pressure environment that requires attention to detail

• Client Service role handling inquiries and transactions for participants in over 1200 retirement plans

• Accurately processing financial transactions including stock, money market, and mutual fund trades, loans and withdrawals Education

College for Financial Planning March 2014 – July 2014 Chartered Retirement Planning Consultant (CRPC®)

Certified Trust Financial Advisor January 2024 – June 2024 American Bankers Association

Smurfit Business School, University College Dublin (UCD), Dublin, Ireland September 2007- August 2008 Master of Science in International Business (1st class honors) Richard Stockton College, Pomona, New Jersey September 2003 -May 2005 Bachelor of Science Business Management (honors) and American National Honorary Dean’s List 2005

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