Top Secret Clearance

MERRILL EDGEFinancial Solutions AdvisorLas Vegas, NV2014-PresentDesign and implement all aspects of investment management, including education planning, retirement planning, tax fee and tax deferred investments, life insurance and annuities; interface with clients and assess their needs, while recommending appropriate financial solutions; and collaborate with internal partners on processes, including mortgage and business specialists. Key Accomplishment include: developing custom tailored financial solutions to align with clients’ needs; achieving 371% of GWIM and partner referral goal for 2015; achieving 115% of Production Credit goal for 2015; facilitating sales meetings with branch sales staff; and mentoring sales staff to uncover clients’ financial needs and helped them to achieve performance metrics.

MERRILL LYNCHFinancial Advisor, Rancho Santa Fe, CA2011-2012Provided clients with an individual tailored approach to financial and investment strategies; advised clients on various areas, including wealth accumulation, preservation and transfer by implementing individually customized wealth management strategies; and utilized a defined strategic process that involved portfolio development, liability management, tax minimization and asset protection.A Key Accomplishment included: partnering with the bank’s specialists to provide clients with solutions specific to their individual financial situations, while incorporating strategies consistent with their risk/reward tolerance.

BANK OF AMERICA, LAS VEGAS, NV & SAN DIEGO, CA 1997 – 2011Senior Vice PresidentSVP, Wealth Mgmt. Banker (2006-2011)SVP, Premier Banking (1997-2006)Las Vegas, NV and San Diego, CA1997-2011Managed a portfolio of over 400 high net worth clients within Global Wealth and Investment Management; utilized strategies to maintain and expand a portfolio of $200M in assets; implemented measures to facilitate the retention of over 400 clients in portfolio; and partnered with Banc of America Investment Services and various banks to ensure client satisfaction.Key Accomplishments included: achieving Gold Club status for each consecutive quarter from 1997 to 2007; consistently ranking within the top 10% of Client Managers in Southern California; ranked in the top 25% nationwide from 1997 to 2007; receiving the Annual Award of Excellence, Top Investment producer nationally in 2002; and attending the Annual Award of Excellence for Premier Banking each year from 1997-2006. ===========================SKILLS AND EXPERTISEThis is a list of options within your LinkedIn profile that can be included. Your Linkedin connections will also have an opportunity to endorse or recommend you based on these skills chosen and you will also have the opportunity to endorse your connections, so be sure to choose carefully. You can include up to 40 skills. Skills are particularly important to include because they are also buzzwords/keywords within your industry that will stand out to hiring managers and increase your chances of getting through automated filters.===========================Financial/Investment Strategies, Portfolio Management, Client Relationship Management, Tailored Lending Solutions, Financial Products & Solutions, Staff Training & Development, Real Estate/Business Loans, Commercial Lending, Marketing Management, Sales Meeting Coordination, Client Retention Strategies and Partner Referrals

Vice President, Premier Banking Relationship Mananger1990-1997San Diego, CAManaged the development and expansion of existing and new high net worth relationships for the bank; utilized appropriate resources to provide clients and prospects with a full range of financial services pertaining to areas such as retirement planning, investment management needs and asset allocations; and prospected for new clients and cultivated referral generation with partners.