Sefa Gunay, Mba, Crpc™ Email & Phone Number

Forth Washington, Pa

Jenkintown, Pennsylvania, United States

In this role, I analyze and interpret client financial data, designing goal-focused strategies. By partnering with both the advisor and supervision teams, I establish department objectives. I accommodate individual client schedules and needs, organizing traditional and digital avenues of communication. Further, I ensure regulatory compliance, acting under fiduciary duty consistent with FINRA suitability and KYC requirements. On top of that, I oversee client assets as a fiduciary, initiating transfers and fulfilling brokerage orders.Some of my key achievements in this role include:• I attained Chartered Retirement Planning Counselor designation.• Also, I pursued and obtained registration across 8 states.• Through customized banking and investment solutions with trusted brokerage firms including Bank of America, Merrill Lynch, and others, I advanced 150+ client financial goals,• I increased my financial expertise, sourcing experienced advisors and initiating subject matter research.

United States

As part of this organization, I advanced client-focused branch objectives, onboarding and advocating for new clients through specialized service recommendations. I mobilized the branch team, evaluating performance and mentoring in customer retention. By monitoring all policy and procedures, I mitigated potential risks. Through the leveraging of my sales and financial expertise, I expanded the company sales pipeline and cemented our existing customer relationships.Some of my key achievements in this role included:• I surpassed all home-branch sales and activity goals.• I regularly generated revenue across 12 branch locations.• In addition, I obtained Series 7 and Series 66 licensing as well as Life, Health, and Accident certification.• And I navigated the ever-changing COVID 19 pandemic needs, maintaining successful lending and banking product sales.

Philadelphia, Pennsylvania, United States

In this position, I initiated client outreach efforts, cultivating and maintaining transparent client relationships. I expanded my professional network, forging business partners and investigating cross-sale potential. Furthermore, I exemplified a solution-focused service mindset, prioritizing customer success. And, I demonstrated attentive communication and interpersonal skills, being available and knowledgeable to address all client inquiries and concerns.Some of my key achievements in this role included:• I exceeded branch lending sales goals 379% and increased investment assets 118%.• Beyond that, I advanced the overall branch deposit growth, reaching 253%.• I, also, sought out beneficial training opportunities, utilizing my knowledge to create team training procedures thereby improving teller performance and customer satisfaction.• I was awarded 2nd place district customer service reward.

Chalfont, Pennsylvania, United States

a Financial Advisor, I developed a carefully crafted book of business, investing time in potential clients answering questions and outlining potential services. I increased my insight in financial planning and investments, securing investment licenses and other services training. Additionally, I generated $1M+ in household assets in collaboration with senior advisor. And, I assessed individual client needs and provided guidance on investment decisions geared towards achievement of desired financial goals.

Master'S Degree

Bachelor'S Degree

Esl, English Language And Literature, General

ESL studies for TOEFL test