Experience
Associate Wealth Management Advisor
Northwestern Mutual - Richmond, VA 2015 - 2019
• Primary point of contact for clients representing over $100M in investment assets. Spoke to multiple clients daily regarding their accounts.
• Maintained a weekly/monthly/yearly database of our clients’ investment performance for short- and long-term goal tracking and performance comparisons.
• Personally handled all trading and day-to-day account management needs for our clients.
• Was deeply involved in model portfolio design and other investment decisions.
Client Associate
Wells Fargo Advisors, LLC - Richmond, VA 2012 - 2015
• Tracked the daily progress of a universe of 200+ carefully selected mutual funds to inform our ongoing investment decisions.
• Assisted in the transition of >$50M in assets from SunTrust when the advisors I supported changed employers.
• Generated presentation decks for all client meetings.
• Was a point of contact for investment clients and performed various other ...
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