Rupal Master Email & Phone Number

Norfolk, Virginia, United States

In November 2018, Signature Family Wealth services went through a combination with Brown Advisory. In my role in private client services I manage designated book of business for complex ultra-high net worth families including trusts, investment and retirement accounts in collaboration with Portfolio Manager and Strategic Advisory. I am responsible for overall client experience through timely delivery of required services and effective communication. I assist with new hire training, best practice reinforcement and colleague development. I am actively engaged in the firm’s DE&I initiatives and serve as champion for the VA office and co lead our Asian and Pacific Islander colleague resource group.

Norfolk, Virginia Area

I served as a Client relationship associate for ultra high net families and managed a team across different geographies.Signature Family Wealth went through a combination with Brown Advisory in November 2018

Virginia Beach Virginia

My core responsibility is to provide clients with an excellent experience. In addition to developing and maintaining the existing clients my duties include • Lead the Transition of all the accounts to a new custodian and platform• Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns • Prepares customized portfolios for clients based on their asset preferences • Conduct portfolio reviews, and educate clients and prospects about financial market information• Perform market research and work with Advent software for investment management and reports. • Conduct Seminars on financial education and wellbeing for individuals and corporations.• Coordinate with TD Ameritrade, Charles Schwab, Wells Fargo Advisers, UBS and TIAA Cref• Manage Business Development through Social Media and educational Seminars, growing and maintaining AUM.• Chief SEC Compliance officer

Va Beach

• Brand development, web site traffic growth and advertising revenue. Developed brand strategy and statistics systems.• Strategic Consulting, including business plan & sales strategy development.• Managed Revenue of over a million dollars.• Lead a Team of 25 employees.• Performed quality assurance (QA) requirements for department. • Developed and managed the sales budget• Prepared annual revenue budget, annual marketing plan • Produced quarterly sales plans. • Taking ownership of providing an excellent client experience.• Communicate with front desk regarding group businesses, negotiated accounts, etc. • Possess and utilize excellent time management skills. • Over 10 years of Sales and Meetings industry experience in hotel and group sales.Highlights: • Created and executed sales plans for the property.• Increased revenue consistently on revenue by average of 60%. Proven track record in sales negotiations and closing skills. • Successfully integrated and adapted the hotel facilities for multiple types of events. • Earned Heroes of Hospitality Awards from Wyndham Worldwide in Cleanliness, Revenue, Trip Rewards • Active participant as a Regional director for Choice and Wyndham properties.

Virginia Beach, Va

• High-profile management position accountable for soliciting business accounts and developing strategic alliances with C-level clients.• Presentation skills capable of effectively communicating with industry leaders. Make flawless oral and written presentations• Developed tactics to increase assets and profitability within a territory.• Devised and implemented innovative marketing principles and promotional sales events for commercial projects to further support financial growth.• Counseled high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.• Advised new businesses on formation of corporations and business structures, drafting privacy policies and structuring commercial transactions.• Cross-sell solutions like Merchant card solutions, Payroll services, ACH, Fraud solutions and other business treasury products • Participated in community events to position the bank as a leader within the territory.• Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.• Counseled corporate clients and high net-worth individuals with regard to their borrowing needs.Highlights:• Developed a strategic marketing campaign targeting accountants, attorneys, and medical professionals which has generated substantial referrals.• Consistent track record of meeting and exceeding sales goals.• Certificate of Recognition for customer care. Area President’s Top Banker of Choice to achieve maximum sales with Business banking, Merchant services, Business payroll.

• Developing and writing robust business plans.• Ensuring excellent customer service delivery at all times.• Leading and Working within a team to manage the budget and achieve targets and incentives.• Maintaining up-to-date market knowledge and conducting workshops and proactively seeking out new opportunities.• Analyzing reports, data mining and present finance reports for business profitability.• Shaping initiatives through idea generation and also developing proposals.• Organizing and attending meetings with prospective clients or businesses. Making a high volume of daily calls.• Providing input to support the development of business road map and annual budgets.• Providing clear, timely and effective management information to senior managers.Highlights:• A vital player in establishing a national presence for the company.• Team Leader in expansion growth and managing a diverse team.• 3-5 years online marketing experience in a leadership capacity.

Worked with Macromedia Flash Fireworks Dreamweaver Video streaming to support distance learning education and website.

Bachelor Of Science (Bs), Business Administration And Management, Information Systems

Activities and Societies: Asian Indian Community

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

Activities and Societies: debate team, cultural committee, political committee

Civic Executive Leadership Program, Executive Leadership, Class Of 2018

Activities and Societies: CIVIC’s goal is to connect executive leaders through service to improve life in Hampton RoadsCIVIC’s goal is.