Financial advisor Resume FL - Hire IT People

SUMMARY:

Financial Advisor with more than 20 years of experience successfully managing and planning clients’ portfolios. Excels at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly - competitive environment in which leadership skills are the key to success.

PROFESSIONAL EXPERIENCE:

Confidential, FL

Financial advisor

Responsibilities:

Consult with clients to determine financial needs and goals and develop asset growth plans
Continuously network and build individual client base.
Promptly resolve customer service issues and answer financial questions.
Offer detailed, research-based advice and strategies to meet clients’ needs.
Monitor markets and adjust plans as needed. Prepare financial performance reports detailing successful plan outcomes.
Develop and conduct seminars on products and services to inform existing clients and capture new ones.

Confidential, Ft. LAuderdale, FL

Vice president, Business relationship manager

Responsibilities:

Developed and implemented market plans focusing on business clients and prospects.
Maintained and expand existing relationships with small business customers, with a focus on increasing product penetration, profitability and customer satisfaction.
Compiled and analyzed the necessary information to develop accurate and complete credit recommendations.
Cross sold bank products including cash management, letters of credit, card processing, and investments

Confidential, Miami, FL

Vice president, Business relationship manager

Responsibilities:

Developed and expanded existing business relationships while managing associated credit risks.
Managed portfolios for business clients that borrow under three million dollars.
Implemented a targeted business development plan that included contacting prospects, visiting existing clients and developing relationships with referral sources.
Analyzed data in order to perform credit recommendations.

Confidential, Davie, FL

President, chief financial officer

Responsibilities:

Supervised over fifty employees.
Focused on commercial loans of 1 to 10 million dollars.
Underwrote and analyzes data in order to complete credit recommendations for insurance companies and banks.
Ran weekly meetings with loan officers.
Prepared company budgets, reviewed financial data and research fluctuations.
Analyzed trends, costs, revenues, financial commitments and obligations incurred to predict future revenues and expenses.

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Financial Advisor Resume

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