I maintain and grow and assigned practice of high-net worth clients with Schwab Branch business partners. Additionally, I assist in developing, implementing and ongoing monitoring of investment policy statements that outline investment goals and objectives, preferences and risk tolerance. I play an integral part in constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients.

Tasked with building relationships through the practice of active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs and create long lasting relationships. Assisted with client issues related to investments, tax reporting, transfers, and other account information. Collaborate with internal partners to ensure timely and accurate delivery of information.

I was responsible for the management of a managed money program/platform. In the role, I performed all portfolio analysis and mutual fund allocations of accounts of $25,000 to over $1,000,000. I provided all aspects of management and customer service for a private label banking platform. Additionally, I manged the day to day operations of the program and the independent investment advisors subscribing to the platform while being responsible for building the platform and marketing to potential users.

I engaged clients in discussions involving market conditions trends and providing investment education. Tasked with resolving client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals. Recommended solutions, when appropriate, to clients which align to their goals. I build collaborative relationships working in a team based environment with a diverse group of associates focused on meeting the needs of the clients and company. Was effective in business development as well as business development training that afforded me to be designated a business development trainer for new hires.