Assistant Vice President - Investment Counselor
Bb&T Investment Services, Inc
Responsible for sales and ongoing management of investment planning and products for individuals, institutional, and corporate clients. Built a client base of 611 clients with a total of 60 million dollars under management from scratchCreated annualized production of $526,608 for the firm, ranking in the top 15% of the firmIdentified sales opportunities through prospecting bank clients and outside opportunities with a comprehensive marketing processPioneered a profitable partnership with Private Banking Advisors that became the model of cross referral success Identified personal needs of the client through a comprehensive profiling processDeveloped customized personal financial plans to meet goals and address challengesPresented investment options to implement client's personal financial plans to close business and drive revenue for the firmMaintain relationship with clients for ongoing management of investment portfolios and uncover future sales opportunities with comprehensive relationship managementDeveloped and implemented employee education programs to develop successful cross-referral programs among Personal Bankers, Private Financial Services, Wealth Management Advisors, Mortgage and Retail Lenders, Business Bankers, Insurance Services, and Accountants to drive business across all profit centersManaged a full time Sales Assistant involving training, coaching, directing, and measuring performance to enhance client experience and drive ongoing sales opportunities Conducted seminars and various other speaking engagements with clients and bank employees for education, training, and sales purposes