Financial Advisor with 7+ years of experience delivering financial/investment advisory services to high value clients.
Work Experience
Empowering Creativity through
August 2020 – Present
WELLS FARGO ADVISORS
Senior Financial Advisor
- Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning with minimal risk
- Develop, review, and optimize investment portfolios for 300+ high value clients with over $190M AUM
- Ensure maximum client satisfaction by providing exceptional and personalized service
- Work closely with specialists from multiple branches, managing investment portfolios for over 800 clients with over $25M in assets under care
July 2017 – August 2020
SUNTRUST INVESTMENT SERVICES, INC.
Financial Advisor
- Managed an over $20.75M investment portfolio of 90+ individual and corporate clients
- Devised and applied a new training and accountability program that increased productivity
- Partnered with cross-functional teams in consulting with clients to provide asset management risk strategy and mitigation
July 2014 – August 2017
MAVERICK CAPITAL MANAGEMENT
Financial Advisor
- Served as the primary point of contact for over 15 clients
- Managed the portfolios of several major clients with over $8.5M in total assets
My Skills
Core competencies that drive my performance.
MS Office
Word95 %
Excel97 %
PowerPoint96 %
Outlook
Salesforce
TFS Project Management
English
Spanish
French
Education
Empowering Creativity through
May 2014
Bachelor of Science in Business Administration
LOUISIANA STATE UNIVERSITY, Baton Rouge, LA
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