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.

• 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.

• 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.
• 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.
• 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.
• 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.

Mba

Ba, Social And Behavioral Sciences