• Provide comprehensive, holistic wealth management advice for a book of high net worth and ultra-high net worth investment management and trust clients• Analyze, construct and implement multi-million dollar investment strategies spanning the range of asset classes including traditional, alternative and private investments for individuals and families with a high level of accuracy• Liaison with internal wealth management partner groups to coordinate the portfolio implementation process and execute all tasks required to fulfill the investment management mandate of the client • Handle day-to-day portfolio management tasks including risk management, portfolio rebalancing and investment policy statement preparation and maintenance • Meet with clients to review investment performance and ensure that current objectives and asset allocations are appropriate based on market forecast/changes as well as economic and industry analysis • Present appropriate wealth management material to prospects and work in conjunction with other members of the wealth management team to aid in generating revenue and supporting the growth initiative of the business

Provided sophisticated qualitative and quantitative support to the trusted advisors managing Convergent’s most complex client relationships• Analyzed, constructed and managed multi-million dollar portfolios spanning the range of asset classes including traditional, alternative and private investments with a high level of accuracy • Leveraged resources including the operations group to coordinate the portfolio implementation process and execute all tasks required to fulfill the investment management plan of the client • Provided proactive support to team members in the preparation for and follow-up from all client meetings

Worked in conjunction with a team of Advisors to deliver Trust, Banking and Investment Management solutions to high net worth individuals and families• Supported all wealth management pre and post sales activities for the most complex clients in a book of business comprised of banking, trust and investment advisory relationships• Leveraged resources and product knowledge to monitor and execute all tasks required to fulfill the wealth management plan and meet the needs of the client base • Managed the execution of client service activities such as initiating and monitoring account opening and asset transfers

• Oversaw the implementation of applicable investment and risk management policies and procedures in 175 agency and trust relationships totaling $1.2 billion in a book of business covered by two Investment Advisors• Created investment portfolios via asset allocation with the goal of achieving the modeled investment objectives of our high net worth clients with minimum $2 million to $5 million plus in investment assets• Served as the primary resource for Relationship Managers, Trust Advisors, Investment Advisors and Financial Planners concerning general market conditions, investment implementation guidelines and general philosophy• Monitored portfolios in order to maintain specific allocation targets across multiple asset classes • Prepared materials necessary for presentation to current clients as well as prospects and worked in conjunction with other members of the Wealth Management team to aid in generating revenue and support the growth initiative of the business

• Consistently drove sales of investment and banking products to an affluent consumer and small business client base in order to achieve and exceed targeted goals• Deepened existing relationships via collaboration with business partners to assess individual financial situations and develop strategic financial planning solutions

Served as a key team member in the delivery of banking and investment products and services to new and existing high net worth clientele in order to meet targeted goals.Established and maintained strong relationships with consumer and small business clients to drive revenue growth.Key Accomplishments:Reliably maintained 100% or better of established production goals.Recognized for outstanding professional achievement with regional awards for production in Consumer and Small Business lending in 2005.

Delivered exceptional service, follow through and problem resolution to an affluent client base ensuring their satisfaction at a higher standardConstructively coached team members needing further professional development in order to promote uniformity and increased efficiency within the team's practice