Michael Ford Email & Phone Number

Portland, Oregon, United States

Tucson, Arizona, United States

Job Duties included but not limited to:Assembles data, designs and produces wealth planning scenarios using WealthVision software.Analyzes portfolios and recommends changes based on the client’s individual situation.Researches and generates portfolio proposals for prospects and current clients.Proposes new investment ideas at the individual security and sector levels.Executes client account maintenance, cash and securities transfers and opens new accounts.

Tucson, Arizona, United States

Job Duties included but not limited to:Built, maintained and strengthened the firm’s client relationships by proactively interactingwith clients to address and anticipate their needs.Prepared and analyzed financial statements, reports, cash flows, cash transactions, stocktransfers, estate plan documents and account maintenance paperwork.Collected data, created and presented wealth planning scenarios using eMoney software.Coordinated the workflow of my team to efficiently complete tasks and to achieveoperational objectives.Participated in the recruitment, interviewing and selection of new hires.Designed and administered new hire training modules.Assisted in the development of corporate policy.Monitored and reported on the efficacy of operational procedures at the request of the ChiefCompliance Officer.Assisted in planning, directing and managing operational projects.Planned, organized, scheduled and conducted various departmental meetings.

Tucson, Arizona, United States

Job Duties included but not limited to:Maintained relationships and was the point of contact for board committee members, seniorcorporate leadership and high net worth clients.Resolved potential problems and addressed relevant issues utilizing the utmostprofessionalism and integrity.Reviewed and advised action regarding Trust documents and estate settlements.Administered client account maintenance, cash and securities transfers, new account on-boarding and custodial relationships.Ensured client requests were completed without error and in a timely manner.Maintained client information in Client Relationship Management software and in variousspreadsheets and databases.Prepared and analyzed financial statements and reports utilizing Microsoft Excel andPowerPoint.Maintained the President and Chief Financial Officer's internal and external calendar.

Tucson, Arizona Area

Job duties include but are not limited to:Providing support to internal and external clients by establishing new accounts, entering order tickets after receiving Financial Advisor (FA) approval, processing deliveries and payments and providing quotes to support efforts to service and grow client relationships.Performing various administrative functions for the FA or Branch Management including typing letters and correspondence, preparing forms, reports and directed marketing campaigns.Providing professional internal and external communication through in person, telephone, email and letter interchange.Researching and resolving account queries and/or problems within a strict timeframe.Creating and producing reports and databases.Establishing and maintaining files and records to meet the firm's regulatory requirements.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, MemberFINRA/SIPC

Portland, Oregon Area

Job Duties included but not limited to:Perform historical and/or analytical research to respond to requests or assignments.Understand processes and work flows and make recommendations for process improvements. Bring closure to issues, questions and requests. Solve problems independently.Understand business needs and provide possible solutions by explaining in clear verbal and/or written communications to customers and/or management.Engage with leaders at all levels of the organization including senior management, teammembers, individual contributors and vendors.Provide excellent customer service in all areas of support, including team members andclients as necessary.Consistently learn new systems, applications, processes and techniques.

Portland, Oregon Area

• Redefined client business plans• Consulted with clients about business opportunities• Redesigned company handbook

• Coordinated officer meetings• Facilitated member recruitment• Conducted weekly tutoring sessions• Attended FMA National Leaders Conference in New York, 3/2011

Portland, Oregon Area

Implemented own idea increasing retail shelf square footage 12.5% while maintaining existing infrastructureSynchronized work teamsCommunicated with outsourced construction crewsEarly completion of all scheduled deadlines

Bachelor'S Degree, Business Administration - Finance

Bachelor Of Business Administration (B.B.A.) Finance, Finance

Activities and Societies: Financial Management Association