Spencer Wilhelm Email and Phone Number
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Spencer Wilhelm is a Financial Advisor at Morgan Stanley at Fast-Forward Music Mentoring. They possess expertise in microsoft office, leadership, customer service, research, teamwork and 4 more skills.
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Artist AdvisorFast-Forward Music Mentoring Oct 2021 - Present•Managed company social media accounts and personal business social media accounts to generate new student leads through prospecting and creating original content•Engaged with music producers through social media accounts to assess needs and set up phone consultations to talk more in depth about prospects’ music production experience•Utilized music production expertise to provide consultations to beginner/intermediate music producers to assess areas of weakness in their production process and talk more in depth about their goals to determine if they would benefit from working with our team of instructors
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Financial Advisor (Morgan Stanley Virtual Advisor)Morgan Stanley Jun 2020 - Oct 2021•Leveraged financial expertise to create comprehensive investment plans and give specific investment recommendations based on clients’ overall financial situation, investment experience, risk tolerance, liquidity needs, time horizon, and goals•Reviewed clients’ investment plans semi-annually to ensure they are on track to meet financial goals with current managed and self-managed investment solutions•Implemented portfolio risk analysis tool “Aladdin” to ensure suitable amount risk and diversification is achieved in client portfolios•Partnered with a team of Financial Advisors to manage a shared book of business, identify opportunities to consolidate additional assets, and expand relationships with new and existing clients -
Portfolio Implementation AssociateVanguard Aug 2019 - Jun 2020• Partnered with Vanguard financial advisors to ensure proper execution of portfolio implementations, client on-boarding, portfolio rebalances, problem resolution, and various ad hoc requests • Assisted Vanguard financial advisors in placing trades in managed clients portfolio’s with perfect trade accuracy• Provided coaching for new hires to ensure they have the technical knowledge and confidence to excel in Portfolio Implementation Associate role -
Private Investment Brokerage ProfessionalVanguard Jul 2018 - Aug 2019Scottsdale, Arizona• Applied my investment acumen to help give clients have the best chance of investment success when they call in for assistance and ensure a world-class client experience • Provided backup support for the Retail Retirement Center throughout tax season to enhance operational efficiency and further develop financial expertise• Provided coaching to my peers on sales strategies and indicators for clients that may benefit from our advisory services• Implemented a Personal Advisory Services lead competition to motivate my team to gain expertise in positioning advice and learn to recognize key indicators that point to a good fit for our advice offering
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Next Externship ProgramAxa Nov 2016 - Dec 2016• Collaborated with ten other members on comprehensive case studies regarding retirement distribution strategies to understand the complexities behind financial planning • Enhanced sales skills by interacting with AXA Executives through real life scenarios -
Aha Applecare AdvisorApple Jun 2015 - Apr 2016• Resolved customer's technical issues and non-technical concerns with their Apple devices to deliver superior customer service and develop problem-solving skills• Consistently exceeded monthly target goals for customer satisfaction, issue resolution, escalation rate & average handle time • Collaborated with five team members to lead skill development presentations that were designed to optimize team performance
Spencer Wilhelm Skills
Spencer Wilhelm Education Details
Frequently Asked Questions about Spencer Wilhelm
What company does Spencer Wilhelm work for?
Spencer Wilhelm works for Fast-Forward Music Mentoring
What is Spencer Wilhelm's role at the current company?
Spencer Wilhelm's current role is Financial Advisor at Morgan Stanley.
What is Spencer Wilhelm's email address?
Spencer Wilhelm's email address is sw****@****ple.com
What is Spencer Wilhelm's direct phone number?
Spencer Wilhelm's direct phone number is +191933*****
What schools did Spencer Wilhelm attend?
Spencer Wilhelm attended Arizona State University, Shanghai American School.
What skills is Spencer Wilhelm known for?
Spencer Wilhelm has skills like Microsoft Office, Leadership, Customer Service, Research, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel, Powerpoint.
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1nywolf.org2 +191476XXXXX
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Spencer Wilhelm
Student At Virginia Tech; Department Of Human Nutrition, Foods And Exercise With A Concentration In DieteticsBlacksburg, Va -
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