Andrew Pavlin Email & Phone Number

United States

North Charlotte

North Charlotte

Charlotte, North Carolina Area

Comprehensive financial planning practice focused on developing enduring relationships with clients by providing expert guidance and financial security. We create customized plans that help meet clients financial goals and objectives.

Charlotte, Nc

Managed a professional and executive client portfolio while developing and maintaining significant market sales and relationship building skills. Responsibilities emphasized relationship management, expanding revenue-generating practices with both existing and potential clients while providing quality service and maximizing sales. Interacted directly with associates to assess complex financial needs and formulate solutions. Embraced company core values to ensure a positive customer experience and effectively providing sound financial advice for greater earnings and savings potential on existing accounts. Trained and instructed new associates on outbound call techniques and procedures.- Re-engineered internal premier banking client referral system using Microsoft Access to enhance Associate Premier Banking's Client Relationship review and overall service quality. - Possessed a high degree of in-depth consumer product knowledge including deposit accounts, mortgages and limited investment capabilities.- Led and managed the largest client portfolio out of 10 client managers. Earned 100% market probe survey score for 1st quarter 2003.- Created efficiencies through financial review and process improvement.

Arlington, Va

Responsible for conducting research on social policy and planning national conferences. Responsibilities include expert assistance and support for policy implementation; training research, design and delivery; analysis and evaluation.- Reviewed and edited 800 state and partnership grants vying for $500MM in federal funding for the Department of Education's GEAR UP program.- Analyzed and audited budgets for 15 states awarded funding from the Department of Labor -School to Work - State Career Majors Institutes.- Responsible for 1200 Conference registrations and the exhibit trade show for the Annual Export-Import Bank Convention, Washington DC, May 1999.- Developed and designed graphic logos for a number of clientele, including DTI's Technical Assistance Learning Center.

Bachelor Of Arts, Economics

Activities and Societies: Sigma Phi Epsilon University of South Carolina Club - Soccer 1995-1996

Cfp - Certified Financial Planner Program - Cohort 44

Clu, Chartered Life Underwriter; Chfc, Chartered Financial Consultant

Education record

Leadership Lake Norman is a program sponsored by the Lake Norman Chamber of Commerce to develop a group of informed, committed.

Education record