Henry Reed Email & Phone Number

San Jose, Ca, Us

San Jose, California, United States

•Actively traded book of $900+ million including $80 million+ block trades.•Spearheaded preparation for 25-35 meetings per week by generating and reviewing portfolio reports.•Documented all standard operating procedures and trained both new and existing associates.•Lead multiple projects including automated text reminders and batching of client portfolios.•Aided in financial planning meetings, money movement, new accounts, rollovers and asset transfers.

Remote

➢ Spearhead billions of dollars of trading and take corrective action if accounts become mismanaged.➢ Function as first point of contact for High-Net-Worth Strategists including Clark Capital and William Blair.➢ Analyze and present monthly metric data regarding assets under management and projects underway.➢ Identify trends, wins, challenges, and process improvements to streamline efficiency and accuracy.

➢ Promoted after only 5 months to work on specialized team dedicated to advisors with $25-$75M AUM.➢ Championed additional service touch, accommodations, and exceptions for Gold Advisors and their clients.

Remote

➢ Processed requests submitted by financial advisors including the opening of new investment accounts, asset transfers, initial account funding, custodian changes, dollar cost averaging, and general maintenance.➢ Collaborated with advisors and their staff to resolve Not in Good Order paperwork and clarify requests.

Los Altos, California, United States

➢ Participated in meetings with various clients, presenting financial plans, and recorded detailed notes.➢ Inputted investments in custom portfolio spreadsheet to determine client asset allocation for trading.

Bachelor Of Music, Music

Certified Financial Planner