Alec Majtenyi, Cfp®, Aep®, Cbda® Email & Phone Number

Scottsdale, Arizona, United States

RMR’s mission is to provide our clients with thoughtful and creative solutions that will make a positive difference in their lives, taking them from where they are to where they want to go. We approach financial and life decisions with a “Plan First” mentality. Our client-centric planning process focuses on three principles; organize, educate, and guide..

Scottsdale, AZ

• Retain and grow assets of existing practice of high net worth clients
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation
• Grow the practice through proactive calls and face-to-face meetings with prospects and referrals
• Collect client financial information, analyze and evaluate financial situations, identify investment objectives, and make investment recommendations through a customized financial planning process
• Advise clients on the wide range of investment services E*TRADE offers and present solutions that meet individual needs

Scottsdale, Arizona

• Providing premier services to High Net Worth clients with Vanguard assets in excess of 1 million by using relationship management (CRM), knowledge of financial markets and Vanguards funds and services.
• Generated over 18 million dollars in asset leads to our Business Development
• Resolved an array of complex situations from retirement to money movement for high net worth clients
• Partnered with advisors and their books of business to help clients achieve investment success
• Mentored new hires during the training process through coaching and development
• Execute a variety of complex brokerage trades in a fast past environment

Scottsdale, AZ

• Select Services goal is to ignite growth within Vanguard by proactive consultation and needs assessment utilizing the service-to-sales model.
• Proactively discovered client needs and position products
• Engaged in-depth investment discussions through open-ended questions using CRM skills
• Exceeded departments investment discussion metric and Personal Advisor Services conversion rate by twelve percent
• Succeeded at implementing service to sales model

Scottsdale, AZ

• Assisting all types of investors with meeting their financial goals from the new investor, college savings, retirement planning or small business. Developing relationships with clients to understand their unique.
• Offered clients investment guidance through asset allocation, suitability and risk profile
• Executed mutual fund trades for clients
• Improved team metrics for advice leads and asset consolidation by 4 percent through coaching and strategy
• Trained and proctored Series 63 licensing due to knowledge and ability to coach crew

Teaneck, NJ

• Co-Managed the processing department to effectively facilitate the opening of accounts, money movement, and client services. Act as a liaison between the advisors and the client to solve complex issues.
• Co-Managed branch operations team
• Built customer relationships and customer loyalty through successful communication and service
• On boarded new advisors & their books of business
• Processed paperwork and open accounts including complex Trusts

Scottsdale, AZ

• Speak with clients and advisors to facilitate meetings and corporate events. Worked on complex projects to create more streamlined processes. Handling client needs on their investment accounts.
• Restructured and strengthened the client quarterly portfolio review process to improve efficiency
• Handled operational tasks, planning and various client requests
• Planned client events with external wholesalers and advisors

Bachelor Of Science (Bs), Communications

Minor, Sociology

Education record