Vice President - Wealth Management Services

• Aug 2017 - Present

Wealth Manager

• Jun 2013 - Jul 2016

Served as primary financial adviser to 150+ USAA member households exceeding corporate retention goals and developing additional lines of business with those members. Provided comprehensive financial planning and advice to affluent members clearly articulating how specific strategies and products could improve their prospects of reaching financial goals inspiring them to implement recommendations. Engaged in proactive outreach to members assuring they would stay committed to their strategies. Collaborated with business partners dedicated to specific elements of financial planning, leveraging their knowledge and achieving greater business development results. Show less

Financial Consultant

• Oct 1996 - Jun 2013

Managed and strengthened relationships with 150+ client households with over $400 million invested. Referred qualified clients to RIA firms contributing to expanding assets in the company’s RIA referral program. Designed investment portfolios using mutual funds, separately managed accounts, ETFs, individual stocks and bonds, thereby increasing asset retention and attracting new assets to the firm. Acquired new client relationships through referrals from existing clients and centers of influence. Presented workshops where I enlightened clients on how to get the most from company website resulting in higher client engagement and use of online tools. Engaged clients at investment seminars showing them how subject matter pertained to their personal situation. Coached and trained new Financial Consultants driving them to attain proficiency on products, systems and procedures. Show less