Experience

Maller Wealth Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Asssistant

  • May 2015 - Present

  Hunt Valley, MD Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, specializes in sophisticated investment strategies, comprehensive financial planning, risk management services, business owner/key executive programs, and employee benefit solutions. My daily tasks include: • Preparing annual financial reviews by calling companies and updating client’s insurance details. • Generate broker records and third party authorization letters for clients. • Work directly with financial… Show more Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, specializes in sophisticated investment strategies, comprehensive financial planning, risk management services, business owner/key executive programs, and employee benefit solutions. My daily tasks include: • Preparing annual financial reviews by calling companies and updating client’s insurance details. • Generate broker records and third party authorization letters for clients. • Work directly with financial advisor and assist with account summaries to address client inquires. • Correct asset allocation models, efficient frontier models and complete rate of return grids. • Create Omnisource reports, update investment recommendation pages and other relevant supporting documentation. • Gather Morningstar reports for department and bind completed reviews. • Train new interns on how to complete the annual review process. Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Maller Wealth Advisors, Inc. is not an affiliate of Lincoln Financial Advisors. CRN-1715976-022117-Braden Kern Show less



Style AI

• United Kingdom
• IT System Custom Software Development
• 700 & Above Employee

• Sales Associate

  • Jun 2014 - Sep 2014

  Hunt Valley, Md • Provide outstanding customer service • Operate and manage the cash registers • Process and stock incoming merchandise