James Wellmeier Email & Phone Number

Fort Mill, South Carolina, United States

Springdale, OH

• Processed securities transactions on behalf of advisors in non-discretionary accounts including mutual funds, individual equities, and unit investment trusts
• Facilitated client discussions and executed requests pertaining to institutional money movement, advisor recommendations and advisory group marketing initiatives
• Managed active mutual fund wholesaler relationships and reporting activities related to dividends, interest, cash harvesting and year-end tax strategies
• Maintained market tracker including foreign and domestic equities, fixed income, commodities and structured debt instruments

Dayton, Ohio

• Planned, scheduled and managed quarterly financial planning meetings on behalf of ultra-high net worth clientele and advisory team focused on investment, legal, risk management and tax strategies
• Coordinated internal independent wealth advisory functions through a single point of contact related to accounting, information technology, investment, legal and tax services
• Created, analyzed and archived wealth advisory presentations to ensure accurate data and streamlined access for clients and advisors
• Executed new account creation process for client institutional investment and trust accounts
• Tracked and forecasted annual client service department budget and managed vendor relationships related to logistics, international expediting, courier services and corporate office supplies

• Facilitated client requests providing consultation of motivational and behavioral assessments, predictive analytics research, and HR Chally marketing initiatives
• Managed multiple projects simultaneously for new and existing clients, directed validation studies, profile verifications, and aggregated talent audits for various Fortune 500 clientele
• Conducted webinar presentations and project training initiatives to clients detailing utilization of company’s web-based portal
• Analyzed organizational configuration charts in conjunction with performance metrics to map and align appropriate pre-validated profiles for candidate selection and employee development
• Maximized account penetration through communication, relationship building, and implemented a strategic arsenal of cross-selling techniques

• Developed new clientele through creation of sales and marketing presentations that were utilized for new business development by advisors
• Established new relationships through focus on client service and relationship building
• Advised asset diversification by providing investment recommendations and cost/benefit analysis to plan sponsors and participants through qualified retirement plans
• Directed and facilitated participant distributions, financial transactions, and client service pertaining to employer sponsored retirement plans

• Established new clientele through marketing of mortgage, home equity, auto and personal loan products within local branches
• Managed risk and provided client consultation via detailed credit analysis for all major credit bureaus
• Produced new business relationships through focus on client service and debt consolidation
• Performed several loan processing, title and underwriting activities required to facilitate the highest branch lending standards
• Marketed HSBC’s services to new and existing clients to provide financial solutions via consumer lending

Bs, Organizational Leadership

Highest Award For Achievement & Human Relations Champion Award