Experience

Strategic Wealth Designers

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Sep 2022 - Present



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Solutions Advisor

  • May 2020 - Aug 2022

  •Recommended financial advice to clients, developed efficient and effective strategies to accomplish short and long term goals for retirement, business and estate planning, and asset growth through the company’s platforms. •Led daily business briefs to identify incoming opportunities; trained 6 person staff to improve new money acquisition. •Delivered consistent advice and consultation to 500+ clients; retained and expanded customer balances; maintained above 150% in key performance metrics, including new accounts and deposit balance growth. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Advisor Development Program - Relationship Manager

  • May 2019 - Apr 2020

  •Leveraged experienced teammates as a resource to enhance personal product knowledge and received coaching to produce at a high efficiency rate. •Provided guidance with personal and financial goals by connecting clients with different branches including the following: Merrill Edge, Home loans, Private banking, and Small business. •Leveraged experienced teammates as a resource to enhance personal product knowledge and received coaching to produce at a high efficiency rate. •Provided guidance with personal and financial goals by connecting clients with different branches including the following: Merrill Edge, Home loans, Private banking, and Small business.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Insurance Agent

  • Mar 2018 - Mar 2019

  •Executed a strategy to grow a prospect book by 200+ eligible leads and converted leads to clients at a rate of 145%. •Supported a team through production and improvement of client experience by improving retention form 72% to 84%. •Collaborated with other agents to conduct personalized meetings for clients with the addition of insurance to their wealth outlook. •Executed a strategy to grow a prospect book by 200+ eligible leads and converted leads to clients at a rate of 145%. •Supported a team through production and improvement of client experience by improving retention form 72% to 84%. •Collaborated with other agents to conduct personalized meetings for clients with the addition of insurance to their wealth outlook.