Financial Services Professional

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
Available for Hire
Hire me

Hire me

Jobicy Account
You need an employer account to access the resume database.

About me

Highly skilled financial services professional with over 25 years of experience in the industry. My background encompasses a broad range of financial services, including investment management, wealth advisory, risk assessment, and financial planning. Throughout my career, I have consistently achieved outstanding performance and built strong relationships with clients by providing expert guidance and personalized solutions.

Professional area


1993-1996 B.A. Degree @ University of California Santa Barbara


2021-2023 Financial Services Professional @ New York Life

β€’ Consistently achieved a 90% client retention rate, delivering innovative solutions, and licensed products including life and health insurance, college and retirement planning, business solutions, investing, and long-term care insurance, employing an entrepreneurial approach.
β€’ Cultivated strong relationships to identify client needs and provided suitable solutions from a diverse product inventory.
β€’ Conducted individual meetings and group presentations, delivering comprehensive reports, policy benefits, and guidelines.
β€’ Educated and advised clients on coverage benefits based on their specific requirements, leveraging deep knowledge of insurance policies and requirements.
β€’ Analyzed financials and developed comprehensive plans aligned with individual insurance needs and financial goals.
β€’ Ensured compliance with licensing and federal/state regulatory guidelines.
β€’ Proactively maintained client satisfaction through regular follow-up, addressing inquiries, and introducing new products.

2008-2019 Vice President, FADP @ Merrill Lynch Bank of America

β€’ Maintained an exceptional portfolio, generating annual revenues ranging from $250,000 to $5 million.
β€’ Leveraged consultative sales techniques to prospect new business, strengthen existing relationships, and recommend financial solutions.
β€’ Consistently achieved sales goals by acquiring new clients and enhancing relationships with a proven track record.
β€’ Specialized in business lines of credit, equipment financing, commercial real estate loans, cash management/treasury services, and private practice lending.
β€’ Conducted thorough financial analysis, including cash flow analysis, interpretation of financial statements, and assessment of industry trends.
β€’ Excelled in prospecting, networking, and identifying new business opportunities through client visits and cold-calling activities.
β€’ Leveraged insights, ideas, and relationships proactively to generate new and incremental business.

Recommend this talent

Recommend this specialist