Tony Gerard Email & Phone Number

Kalamazoo, Michigan, United States

Clinton Township, Michigan, United States

• Scheduled and facilitated client consultations to identify clients’ financial goals, objectives, and requirements to then develop personalized growth plans to maximize wealth, income, and retirement savings, averaging double-digit annual returns.• Opened and managed accounts for new and existing clients valued at up to several million dollars in assets. • Partnered on the development of comprehensive investment proposals that sought to out-perform benchmarks and indexes.• Piloted the creation of comprehensive investment strategies tailored to each client’s investment risk tolerance that typically led even the most conservative clients to outperform the comparative benchmarks for their investments.• Utilized advanced financial software and tools—including Riskalyze, Morningstar Advisor workstation, Emoney Advisor and Wealth Management Platform (WMP)—to analyze market data, track portfolio performance, and identify investment opportunities. • Leveraged extensive knowledge of client’s investment objectives and risk tolerance to generate personalized illustrations and reports to showcase investment performance and opportunities for improvements.• Answered and resolved customer service inquiries pertaining to current accounts and new investment opportunities.• Cultivated strong client relationships based on trust and transparency, resulting in a loyal client base and most new clients being sourced from referrals. • Demonstrated extensive expertise of top performing mutual funds and variable annuities that achieved or surpassed clients’ investment objectives.• Educated support staff on office procedures and technology tools; orchestrated new technology rollouts across the office.• Stayed current on financial regulations, industry best practices, market conditions, and continued education/licensing opportunities, offering clients up-to-date insights and recommendations. Yes, along with staying current with continuing education and licensing.

Detroit, Michigan, United States

• Charted successful course of training and mentoring new and existing team members to improve their knowledge and skillsets.• Facilitated one-on-one coaching sessions with team members to strengthen their phone and customer relation skills.• Orchestrated live practice and role-playing sessions, monitored live calls, and provided on-the-spot coaching services to ensure team members were able to adequately address client needs and overcome objections.• Designed classroom-based training initiatives and delivered presentations to provide live instructions to client relations and client servicing teams.• Monitored Key Performance Indicators to foster growth and identify areas of opportunity for team members to improve their skills.• Received numerous acknowledgements and company awards for performance and exceptional customer service.

Detroit, Michigan, United States