Samuel Bradley Email & Phone Number

Charlotte, North Carolina, United States

• Developed excellent client-facing and phone communication skills, working with a wide range of consumers across multiple client segments • Expanded Financial Center partnerships by holding weekly leadership/educational meetings with other lines of business to better drive referral production• Efficiently navigated changing staff and health landscape to drive over $1,500,000 worth of net new business as a Financial Solutions Advisor • Generated process to better track pipeline management and simplify client experience by setting proper expectations

Charlotte, North Carolina, United States

• Completed strategic projects detailing in collaboration, research, and data analytics• Trained by the award-winning Merrill Academy in how to implement the True Advisor Excellence framework to deliver for clients’ financial needs and priorities

Jacksonville, Florida, United States

• Synthesized financial information into holistic reviews to be administered by Senior Financial Advisors during client meetings• Planned targeted outreach events and created marketing material for prospective clients resulting in the establishment of new business relationships