Financial Services Operations & Investment Advisor

MICHAEL BENTLEY

********@******.*** 334-***-**** Auburn, AL 36832

Summary

Investment-savvy professional skilled at identifying and implementing successful strategies to help clients meet their financial targets. Proficient in managing debt and credit to achieve the optimal balance and growth.

Skills

Financial planning Reporting Investments planning Risk assessment

Client relations Investigate investment opportunities

Marketing and sales

Experience

Osaic Remote

Operations Manager

10/2022 - Present

Wells Fargo Auburn, AL

Premier Banker

05/2021 – 09/2022

Implemented and maintained financial systems, ensuring data accuracy, and managing databases

Ensured compliance with financial regulations, policies, and procedures

Developed and managed budgets, forecasted financial performance, and tracked variances

Prepared financial statements, reports, and analyses, identified trends, and recommended actions to management

Processed customer transactions, loan payments, safe deposit boxes and check-cashing

Created strategic financial solutions to suit individualized client needs. Interacted with prospects to better understand products and services required

Identified which company offerings would best meet customer needs and provided additional details about pricing and support

Allstate Financial Birmingham, AL

Financial Advisor

11/2016 - 05/2021

Managed client relationships, addressing concerns and monitoring accounts for quality performance

Recommended tailored investments, trusts, and life insurance plans to address client needs

Designed, developed, evaluated, and documented budgets prior to financial plans preparation

Analyzed financial information obtained from clients to determine strategies for meeting clients' objectives

Fidelity Investments Jacksonville,Fl

Investment Advisor

07/2015 - 11/2016

Interviewed clients to determine current income, expenses, tax status, and financial objectives

Analyzed financial information obtained from clients to determine strategies for meeting clients' objectives

Sold and managed investment portfolios to valued clients

Berkshire Hathaway Auburn, AL

Realtor

07/2012 - 07/2015

Developed polished print and online marketing approaches for high sales success rates

Completed accurate legal paperwork for sales, leases, and property transfers

Managed full schedules of appointments, showings, and open houses to complete consistent sales

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