• Served as a wealth management advisor to high net worth clients and business owners with net worth between $250k and $10MM. • Opened and serviced deposit and credit accounts for customers based on individual needs assessment and balances. Responsible for all aspects of account maintenance. • Reviewed accounts and communicated with clients regularly to uncover unmet retail and commercial banking, investment, lending, and mortgage needs, as well as ensure that clients were utilizing maximum available account benefits and features. • Collaborated with a team of Financial Advisors, Home Lending Advisors, and business Relationship Managers to deepen client relationships, offering customized solutions including investment management, trust administration, financial planning, and home, asset backed, and commercial lending.• Referred 4 new investment relationships and increased deposit and investment balances $800k per month on average. • Adhered to compliance and regulatory standards, policies, and controls. Reported related infractions to management.

• Managed tailored investment portfolios for high net worth investors.• Researched global debt and equity markets, seeking opportunities and risks to present to clients.• Analyzed financial information and risk tolerance obtained from clients to determine the suitability of investments.• Recommended to clients to buy or sell financial products such as stocks, bonds, mutual funds, ETFs, and REITs based on market conditions and suitability profile.• Updated customers regularly on performance of investments, market conditions, and investment strategy, often interpreting complex market data into understandable concepts. • Reviewed and updated clients' accounts regularly to determine whether life changes, economic changes, or financial performance indicated a need to reassess suitability or investment objectives.• Prepared/interpreted for clients information such as investment performance reports, financial document summaries, and income projections.• Raised $850K in client investment funds and established 6 new investment relationships per month on average.