Alan Joyce Email & Phone Number

Orlando, FL, US

Lake Mary, Florida, United States

• Currently, I am working as a Client Services, Group Manager at Pershing Wealth Solutions, I lead cross-functional teams on improving experience for RIA clients (~$100 billion AUM) regarding bank and brokerage products.
• I grew assets under management (AUM) of RIA clients from $45 billion to $100+ billion by expanding client service group within a duration of five years.
• I steered onboarding of four largest new clients onto client service group with a total AUM of $16 billion and 33K client accounts.
• I cultivated a collaborative and productive environment to improve staff engagement and productivity and deliver creative solutions for clients and future leaders of the firm.
• I promoted associates’ professional development and a culture of performance excellence through leading training and career development initiatives.
• I was recognized as a Business Resiliency Administrator and call-center phone-routing SME for line of business.

Maitland, Florida, United States

• While working as a Client Services Representative at Schwab Advisor Services, I achieved desired business growth by delivering formal and on-site training to investment advisory representatives (IARs) and governing.
• I was acknowledged as the sole Client Service Representative to Schwab’s fastest-growing RIA client, onboarding 250+ accounts with $50M - $100M in assets per month and delivering client service and operational support.
• I headed service and operational delivery to Schwab’s RIA clients, including new account opening, asset movements, account transfers, and lending products.

Clarion, Pennsylvania, United States

• Throughout my career as a Business Development Officer at National City Bank of PA, I oversaw selling of trust products, including personal trusts, estate planning, and retirement plans (ERISA and non-ERISA). I.
• I increased referrals by coordinating training for retail and commercial lending divisions and delivering superior-quality products and services to customers.
• I identified and captured new business opportunities by conducting comprehensive market research and understanding customers’ trends to penetrate market segments.
• I led team members, evaluated team performance, provided constructive feedback to employees, and created personal development opportunities to meet organizational and customer expectations.
• I improved brand loyalty, ensured repeat business, and maximized customer satisfaction by strengthening relationships with clients and implementing effective account management standards.
• I onboarded 200-300 customers (employees) for products (401k plan services) and influenced municipalities to adopt 457 Plan.

Bachelor Of Arts - Ba, Economics

Certified Financial Planner

Series 7, 9, 10, 24, 63