Arthur Atkins Email and Phone Number
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Arthur Atkins personal email
As a young man, I was taught that the key to lasting success in any client-facing role was to follow three steps: 1) Take care of the client, 2) Make Money, and 3) Have Fun! Any goal set before you is attainable if you do those three things in that order.Here's what I bring to the table:π Seasoned professional with over 15 years of expertise in sales and operations management, client relationship management, and deposit and investment balance growth to the tune of $12M growth for the total book of $171M.πΌ Known for delivering tailored, goals-based strategies that drive growth and ensure financial security for clients. Bilingual and fully licensed representative to deliver an excellent client experience.π€ Proven track record in building trusted, long-term relationships, making my firm the go-to institution for all client financial needs. As a Private Client Banker, I drove an increase of $20M over the calendar year and onboarded approximately 24 high-net-worth clients annually.π― Recognized by management for passion and success in consistently achieving benchmarks set by clients, branches, and companies alike. My branch ranked highest performance level (PL1) based on our year-over-year performance measured against that of our peers of similar size.π Dedicated to staying ahead in the financial industry by integrating cutting-edge strategies and technologies to empower clients. π Actively seeking opportunities to leverage my skills and experience in a dynamic environment that values integrity and client-centricity.Letβs connect and explore how we can collaborate for mutual success!
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Relationship ManagerFidelity Investments Oct 2024 - PresentFriendswood, Texas, United States -
Financial Services RepresentativeFidelity Investments Jun 2023 - Oct 2024Friendswood, Texas, United Statesπ Seasoned financial professional at Fidelity Investments, specializing in personalized investment strategies and comprehensive wealth management solutions.π¦ Working within our Investor Center to engage face-to-face with clients, providing mentorship and personalized financial planning, while extending the reach of the firm's brand.π± Educating clients on the latest technology and channels available to monitor, maintain, and manage their investments effectively.π Proven ability to build and nurture client relationships, delivering tailored financial plans that align with individual goals and objectives.πΌ Skilled in financial planning, retirement planning, investment management, and asset allocation strategies.π€ Collaborative team player, leveraging resources and technology to deliver exceptional client service and support.π Committed to continuous professional development, staying informed of industry trends and market insights. -
Worship MusicianFishers Of Men Lutheran Church May 2017 - PresentSugarland, Texasπ΅ Lead congregational worship through engaging musical performances, fostering spiritual connection and community involvement.πΉ Facilitate weekly worship rehearsals and meticulously arrange songs to ensure a seamless and uplifting musical flow during services and seasonal events.π€ Collaborate closely with sound technicians to optimize audio quality and create a dynamic worship atmosphere that enhances the congregation's worship experience.π Dedicated 7 years and 2 months to serving the Sugar Land, Texas community with heartfelt musical contributions.
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Media ConsultantEvolution Petroleum May 2022 - Nov 2022Houston, Texas, United Statesπ Spearheaded the development of visually striking graphics and presentation materials for the Investor Relations deck, significantly enhancing investor engagement and interest.π€ Collaborated closely with the Investor Relations, Corporate Social Responsibility (CSR), and Environmental, Social, and Governance (ESG) teams to devise and implement a comprehensive marketing strategy.π Employed advanced data visualization techniques to effectively communicate key financial and ESG (Environmental, Social, Governance) metrics, resulting in enhanced investor understanding and confidence.π₯οΈ Coordinated seamless updates between the company website and press releases, ensuring consistency and accuracy of information across platforms. Streamlined processes for aligning press releases with financial reports, maintaining transparency and regulatory compliance. -
Private Client Advisor In LicensingJpmorgan Chase & Co. Jul 2021 - Mar 2022Pasadena, Texas, United States -
Branch ManagerJpmorgan Chase & Co. Feb 2016 - Jul 2021π¦ Developed and implemented branch-specific strategies that drove business growth, utilizing data reporting to identify high-potential and at-risk customers. Partnered with bankers to cultivate new and existing deposits, resulting in a significant increase of $11.95M in total deposits and investment balances from March 2020 to March 2021, with total branch assets reaching $171.4M.π Created comprehensive management plans for the branch team, leveraging performance metrics to prioritize areas for improvement and drive a customer-centric approach.π€ Focused on client acquisition and retention, executing a proactive contact strategy including quarterly engagements and lead management.π₯οΈ Championed the adoption of new technologies among employees to enhance customer experience and operational efficiency within the branch.π Standardized operational processes such as internal controls self-checklists, daily downloads, and coaching using the G.R.O.W. model, ensuring consistency, effectiveness, and efficiency across operations.π Led by example in customer and employee obsession, embodying and promoting the 'Five Keys' of service daily, with a strong commitment to putting clients at the forefront of all branch activities.π Actively fostered a culture of diversity and inclusion, serving as a culture carrier within the organization. -
Private Client BankerJpmorgan Chase & Co. Feb 2014 - Feb 2016π¦ Specialized in acquiring outside funds from high net worth clients, successfully converting them to make Chase their primary bank, resulting in total assets invested reaching $20 million annually.π Led the branch to achieve Performance Level 1 in 2013 and 2014, distinguishing it as a top-performing branch in the district and market.π€ Served as a trusted advocate for clients, providing personalized guidance on a wide range of banking products and opportunities, including mortgages, auto loans, credit cards, and more, in both English and Spanish.π Partnered closely with Private Client Advisors to deliver comprehensive financial solutions through Chase Private Client, introducing exclusive accounts and investments tailored to client needs.π Maintained proactive client engagement through quarterly follow-ups and personalized service, ensuring ongoing satisfaction and loyalty.πΌ Handled daily resolution of customer inquiries and provided expert education on banking policies, procedures, and options, consistently delivering exceptional customer experiences aligned with company standards.ποΈ Certified Notary Public, proficient in authenticating and overseeing the proper execution of legal documents critical to various personal and financial transactions, enhancing trust and compliance within the community. -
Licensed Personal Financial RepresentativeJpmorgan Chase & Co. Apr 2010 - Feb 2014 -
Associate BankerJpmorgan Chase & Co. May 2008 - Apr 2010 -
Coowner/Operator- Band Apr 2004 - Feb 2021Houston, Texas, United StatesπΈ Managed and performed in an independent band, orchestrating diverse operational aspects including marketing, partnerships, merchandise, and event coordination.π Created and executed comprehensive website launch strategies, driving social media growth campaigns, digital distribution initiatives, and developing effective marketing frameworks for small businesses and music recording artists.π€ Secured partnerships with local businesses to sponsor the bandβs merchandise on consignment, enhancing brand visibility and revenue streams.π Designed, produced, and managed the manufacturing of merchandise, encompassing clothing, print materials, and digital products, aligning with band aesthetics and fan preferences.π Developed and implemented high-impact marketing strategies across video, print, and social media platforms (Instagram, Facebook, YouTube), resulting in a 50% increase in the bandβs social media following and a 200 new Instagram follower surge.π€ Organized successful events by leveraging extensive national networking with venues and performing artists, ensuring seamless execution and audience engagement.π Initiated and oversaw an annual charity food drive with the Houston Food Bank, reflecting the bandβs commitment to community involvement and social responsibility. -
Worship MusicianOikos Church Sep 2013 - May 2020Houston, Texas, United Statesπ΅ Helped lead congregational worship through engaging musical performances, fostering spiritual connection and community involvement.πΉ Contributed to weekly worship rehearsals and arranged songs, ensuring a seamless flow of music during services and seasonal events.π Contributed 7 of dedicated service to Oikos Church, enriching worship experiences and nurturing spiritual growth among attendees. -
Certified TrainerOlive Garden Jul 2002 - Dec 2009During my time at Olive Garden, I trained and made schedules for servers, Togo staff, and Host staff all while also providing a genuine Italian dining experience with my own guests nightly.
Arthur Atkins Education Details
Frequently Asked Questions about Arthur Atkins
What company does Arthur Atkins work for?
Arthur Atkins works for Fidelity Investments
What is Arthur Atkins's role at the current company?
Arthur Atkins's current role is Financial professional with over 15 years of service, sales, and management experience..
What is Arthur Atkins's email address?
Arthur Atkins's email address is ar****@****ase.com
What schools did Arthur Atkins attend?
Arthur Atkins attended San Jacinto College.
Who are Arthur Atkins's colleagues?
Arthur Atkins's colleagues are Chris Mcdaniels, Andrias Campbell, Sumere Wood, Carol Nevin, Faride H Yamin, Ryan Alderink, Padma Kumar Kolanukuduru, Sphr.
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Jimmy Arthur Atkins
Human Resources Manager | Learning Architect And Organizational Development Practitioner | Passionate Educator And Community AdvocateWake Forest, Nc1pfeiffer.edu -
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