Thomas Mccormick Email & Phone Number

Moline, Il, Us

Davenport, Iowa, United States

- Responsible for client onboarding coordination, which includes managing Financial Advisor prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.- Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.- Understand and ensure business adherence with firm and financial industry regulatory policies.- Proactively review investment opportunities daily & notify Financial Advisor to take action on those opportunities with the goal of driving the Financial Advisors’ business.

Davenport, Iowa, United States

- Gained real world experience with a global wealth management firm that encouraged me to learn, grow, and build a future in private wealth management.- Researched numerous different sectors to find the best possible investments within several markets.- Processed paperwork and documents necessary to assist others within the department.- Created performance reports and distributed to clients.- Performed additional duties and assisted with projects retaining to private wealth management.

Moline, Illinois, United States

- Maintained a level of professionalism including attitude, time management, and securing confidential information while promoting the brand with every transaction or interaction both internally and externally.- Accepted and processed deposits, withdrawals, and checks.- Issued and recorded official checks, money orders, gift cards and travel cards.- Balanced cash drawer according to established procedures and standards.- Verified currency and coin.

Greater Chicago Area

- Achieved product sales quota objectives of $4,000 or more per event.- Coordinated the supply of new stock to meet customers’ demand- Led newly-hired sales associates- Showed skills of leadership, strong communication, and resiliency while working toward the goal.

Chicago, Illinois, United States

- Traveled to different cities across the Midwest to sell commencement gifts at graduation events.- Assisted with events that hit over $100,000 worth of sales in a weekend.- Consistently achieved sales numbers that exceeded the goal.- Learned leadership skills and teamwork practices that ensured a smooth and successful operation.- Explored sales and negotiation tactics as well as public relations.