Wells FargoFinancial Advisor
Oct. 2007 - Feb. 2010Greater Atlanta AreaManaged client portfolios for investment team with over $180,000,000 in assets under management. Contributed directly to increased revenues by building and managing fee based accounts for high net worth clients. Spearheaded drive to meet with current clients and bring accounts in line with return objectives and risk tolerances.
• Personally meet with Portfolio Managers, Chief Investment Officers and members of Investment Committees to determine their thoughts on the market and in what direction they are taking their funds.
• Analyze investment markets to research investment and design client portfolios to best meet specific goals. • Interact with bank employees and wealth management team members to ensure clients have access to firm’s entire financial capabilities, including but not limited to- lines of credit, credit cards, mortgage/construction loans and insurance. • Building well balanced proposals and portfolios using Excel Spreadsheets and Morningstar Portfolio Snapshot system.