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- Clients' first line of contact, providing investment and wealth management advice based on individual needs. - Choose appropriate investment and cash allocation strategies based on risk tolerance and goals.- Troubleshoot accounts issues and provide web-based platform walkthroughs.- Closed four households in the first month live in the role while in the development stage exceeding expectations for number of HHs and AUM.- Help newly hired Advisor Trainees learn discovery conversation skills, and back-office operations. - Educate clients on Merrill and Bank of America digital platform capabilities, products, services and benefits, building and deepening relationships. - Regained company's lost clients by contacting and providing an exceptional new experience.

- Offer clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs.- Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach.- Offered comprehensive financial support and worked closely with attorneys and accountants to fully explore circumstances and goals.

- Managed the relationships of high net worth clients with $250,000 or more in assets under management. - Primary point of contact for private bank clients with complex investment and banking needs. - Connected both investment and bank platforms for a more holistic approach. 10/10 in every client satisfaction survey.

- In the first month in the role, brought over $3,000,000 from losing investment firms such as Fidelity, National Life Group, LPL Financial, and UBS.- Created goals using GBAA tool and adjusted account settings to ensure client's needs were met.- Assisted with rollover of inactive 401(K)s and IRAs, and liquidation of Annuities.

- Analyzed financial data and explained variances in close collaboration with senior financial advisors.- Determined cost of operations by analyzing expenditures and measuring process productivity.- Evaluated performances of stocks, bonds and commodities in light of market conditions. - Selected and coached by The Academy at Bank of America.

- Exceeded expectations acquiring $1,132,484.01 new money in March of 2022.- Represented customer interests and operational needs in strategy and project prioritization meetings.- Coached newly promoted relationship bankers ensuring risk management, compliance with rules and regulations, and customer service excellence.- Helped promote and maintain positive company image by backing causes and movements with similar values and missions.10/10 in every customer satisfaction survey (Voice)

- Dedicated sales and operations support to a team of Financial Advisors.- Handled confidential information with honesty and integrity. - Managed internal digital databases and physical files with correspondence and other documents.- Organized smooth funds transfer with accurate trades, payment processing and securities management.Event Planning Lead - NAPN Southern California

- Mastered product, market and client research through The Academy at Bank of America.- Responsibly implemented financial insight and analytical skills on a variety of projects focused on data research, operations, client relationship, Environmental, Social and Governance (ESG).