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.

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.

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

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.

• 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.

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 to.