Carla Jackson Email & Phone Number

St. Louis, Mo

Manage, evaluate, and monitor discretionary and non-discretionary investment portfolios for high net worth clients.• Responsible for assets under management of $290 million. Manage over 275 investment accounts representing 120 client relationships. • Lead investment platform and education of employees for thirteen 401(k) plans with 920 participants and $97 million in assets.• Successfully incorporated investment committee’s strategies with client investment objectives. • Created innovative firm wide programs - First Bank Circuit - A 2020 financial empowerment program for women business owners. In 2015 & 2019 - ACE Program (Affluent Client Experience). Educated and trained 300 bank branch staff - program increased Wealth Management fee income, Assets Under Management & Bank branch referrals over 100%.

• Responsible for assets under management of $215 million. Fees/revenue generated $980,000 per year. Managed 85 investment accounts representing 32 client relationships. • Educated clients on U.S. Trust’s investment & services platform, delivered capital market outlook/updates, and used firm’s investment strategy publications and conference calls; rapidly developed a high level of trust with clients after inheriting the relationships from other portfolio managers.

Directed wealth management and advisory practice management training to drive net new assets for region. • Trained 400 financial advisors in Texas, Louisiana, Oklahoma and Arkansas in advisory practice management to increase consistency of client service and efficiency of financial advisors; recognized by divisional development officer for high quality training.• Helped region remain in top third nationally on internal wealth planning resources and intranet tools while integrating 450 financial advisors (FAs) into region by conducting effective training and follow up.• Developed presentation for 900 FAs to increase sales in 2009 after difficult year; received positive feedback from 20 branch managers for creating practical training with specific action items; contributed to improving net new assets.• Recognized for training and coaching 95 financial advisor associates (FAAs); in 18 month period, 80% of FAAs placed in top tiers nationally for assets and gross production; ranked as one of top regional trainers.

West Coast Fixed Income MarketingLed effort to market fixed income products to clients, prospects and financial advisors in 13 Western states.• Conducted 90 presentations per year to clients and prospects on product education; recognized for strengthening client/financial advisor relationship with quality of presentation and recommended for follow-up engagements.• Trained 850 new FAs annually on fixed income products; helped 40% of FAs with ten months of experience generate orders during training.• Developed first marketing piece describing bond holdings across clients by advisor; analyzed results and identified way to improve asset allocations.

Equity Trading• Improved client service nationally by establishing first call center and service desk at headquarters; worked closely with IT and facilities to set up new services and met tight deadline for start-up. • Managed team of nine service associates handling 90,000 calls and wires per year; established metrics for performance; recognized for consistently exceeding goals on client responsiveness by phone and wire; coached and mentored associates on professional development goals.

Mba

Ba, Social And Behavioral Sciences