Brenden Kripinski Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

Greater Philadelphia

Old Bridge, New Jersey

President's Council 2020- Over $1mm in closed annuity sales volume. As a Financial Services Representative, I close the deals on annuities with clients interested in long-term growth solutions with non-qualified funds. I also provide efficient sales and services to customers and maintain store Investment Quota. I am instrumental in consulting customers on retirement plans and portfolio management as well as refer starting investors to TD Ameritrade for financial opportunities. I meticulously analyze customer requirements and recommend solutions to prepare effective financial plans to suit individual customers. I also support the Wealth Management Private Banking department in identifying high-net-worth clients. I successfully establish a long-lasting rapport with customers to promote and encourage profitable relationships as well as direct them to Small Business Lending and Mortgage partners.

As a Universal Banker, I was responsible for prospecting new and communicating with existing clients regarding the appointments for financial reviews and account upgrades. I performed the opening and maintained personal checking and savings, IRA, estate accounts, and express boxes. I was charged with managing lending products pipeline, including auto loans, home equity products, credit cards, and personal loans. I also established successful relationships with Financial Advisor and mortgage partner to refer clients looking for home lending opportunities.

Lakewood, Nj

As a customer service representative, I maintained mortgage applications as well as multiple queries and databases to verify the status of customer accounts and track checks and payments. I thoughtfully communicated with individual and business clients when resolving banking issues in accordance with the Patriot Act and Bank Secrecy Act. I also participated in the development of customer satisfaction level.

New York, New York

As a Financial Crime and Compliance Associate, I worked on the development of the format of FCC and RC Education training program content, as well as prepared memorandums on upcoming external training events and training needs assessments. I also supported the assessment of new customer risks to the firm and documented findings to mitigate future risks. I regularly performed employee surveys and coordinated guest feedback during the seminars. I successfully liaised with FCC and RC department leaders and employees when communicating the training timeline.

Bachelor Of Applied Science - Basc, Business Administration And Management, General

Business Administration with a concentration in finance

Study Abroad-Visiting Student, Business Administration

Activities and Societies: Classes Taken: • Portfolio Management • Mergers and Acquisitions • International Economics • Leading.