# Financial Services Professional

Location[United States](https://jobicy.com/resume-region/united-states.md)Rate, USD Not specifiedWork schedule Full Time, Links Language skills EnglishAvailable for Hire Yes [Hire me](#resume-dialog)

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## 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

### [Finance & Accounting](https://jobicy.com/resume-category/accounting-finance.md)

## Skills

### [Budget Management](https://jobicy.com/resume-skill/budget-management.md)[Business Development](https://jobicy.com/resume-skill/business-development.md)[Business Management](https://jobicy.com/resume-skill/business-management.md)[Client Management](https://jobicy.com/resume-skill/client-management.md)[Financial Planning & Analysis](https://jobicy.com/resume-skill/financial-planning-analysis.md)[Sales](https://jobicy.com/resume-skill/sales.md)

## Education

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

## Experience

2021-2023  Financial Services Professional  @  New York Life

•	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.
•	Cultivated strong relationships to identify client needs and provided suitable solutions from a diverse product inventory.
•	Conducted individual meetings and group presentations, delivering comprehensive reports, policy benefits, and guidelines.
•	Educated and advised clients on coverage benefits based on their specific requirements, leveraging deep knowledge of insurance policies and requirements.
•	Analyzed financials and developed comprehensive plans aligned with individual insurance needs and financial goals.
•	Ensured compliance with licensing and federal/state regulatory guidelines.
•	Proactively maintained client satisfaction through regular follow-up, addressing inquiries, and introducing new products.

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

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

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