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职场能力评价定义
Genai Walker Macklin
Genai Walker Macklin was born in Little Rock, Arkansas on the 4th of July. She was a standout scholar athlete in high school. Genai spent her formative years playing basketball. Her passion for the game, along with a strong focus on academics, earned her scholarships to the University of Central Arkansas. After graduating cum laude with a Bachelor of Science and then earning a Master of Science degree, she decided she still wanted to play ball. She spent the next eight years playing professional basketball with several teams in Europe and finally with the Tulsa Shock of the WNBA, earning a second Bachelor of Arts degree in Spanish along the way. After retiring from the sport, she and her husband Demetrius moved to Texas to focus on their careers and family. Genai began her career in 2013 at a large national bank, providing personal banking solutions to her clients. In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management.
Texas, USA http://genaislife.blogspot.com/
Work Experience
Financial Advisor, Financial Planning Specialist • Morgan Stanley
March 2014 - Present
In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management.
Specialist in Morgan Stanley Wealth Management Wealth planning process; team with experienced Financial Advisors to gather client information and present customized and tailored Wealth Planning solutions to clients; model multiple planning and investment scenarios for review and create client presentations; Effectively source business prospects and employ client acquisition techniques; Consult clients on investment strategies based on their financial and investment objectives; and Balance management of referral activities, customer follow-ups and administrative costs.
Amerivest Operations • TD Ameritrade
December 2013 - March 2014
Process new Amerivest account paperwork including suitability and systematic forms; Process cases/ISIS items/internal & external Chat/Kana/inbox items; Interface with clients on outbound calls and occasional inbound calls; Ensure requirements of RIA are met before accounts are invested; Coordinate with Amerivest operations, new accounts, branch Investment Consultants (ICs), Branch Resource Desk (BRD), Resource Desk (RD) and Investor Services (IS) department, providing support for resolution. Manage service level agreements of departments with the sales force via written correspondence, chat, ISIS and continual training; Monitor and manage Amerivest account issues; Assist with special projects as needed around new product release, education or processes; Responsible for investing accounts into new products.
Investment Banker • Bank of America
January 2013 - December 2013
Responsible for performing duties and support related to branch operational activities and financial services; processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.
CSR & Loan Specialist • Arvest Bank
January 2011 - January 2013
Helped cash/checking deposits, processing loan payments, opening accounts, getting direct deposits accounts, activating ATM/debit cards. Supported clients in all banking transactions. Assisted in all clerical responsibilities within the bank. Maintained proper cash limits, cashed checks, issued cashier’s checks, money orders, cash advances, and funds transfers.
Professional Basketball Player • FIBA
August 2005 - May 2012
Played hard on the court in games and in practice and represented my team in public. Was a role model for children. As a player, I made shots, set screens, steals, and rebounded. I did whatever it took to help my team win. Supported my fellow teammates and produced good teamwork when in play. Listened and accomplished what my coaches are trying to achieve. Maintained good physical condition at all times for the games.
Education
2010 - 2011
University of Huelva
Spanish Studies
2006 - 2008
University of Central Arkansas
Health Science
2000 - 2005
University of Central Arkansas
Mathematics, Sociology/Spanish
Skills
Languages
- Wealth Management
- Wealth Management Services
- Financial Analysis
- Financial Management
- Financial Planning
- Life Insurance
- Retirement Planning
- Business Planning
- English — Native or Bilingual
- Spanish — Professional
Genai Walker Macklin
Genai Walker Macklin was born in Little Rock, Arkansas on the 4th of July. She was a standout scholar athlete in high school. Genai spent her formative years playing basketball. Her passion for the game, along with a strong focus on academics, earned her scholarships to the University of Central Arkansas. After graduating cum laude with a Bachelor of Science and then earning a Master of Science degree, she decided she still wanted to play ball. She spent the next eight years playing professional basketball with several teams in Europe and finally with the Tulsa Shock of the WNBA, earning a second Bachelor of Arts degree in Spanish along the way. After retiring from the sport, she and her husband Demetrius moved to Texas to focus on their careers and family. Genai began her career in 2013 at a large national bank, providing personal banking solutions to her clients. In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management.
Texas, USA http://genaislife.blogspot.com/
Work Experience
Financial Advisor, Financial Planning Specialist • Morgan Stanley
March 2014 - Present
In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management.
Specialist in Morgan Stanley Wealth Management Wealth planning process; team with experienced Financial Advisors to gather client information and present customized and tailored Wealth Planning solutions to clients; model multiple planning and investment scenarios for review and create client presentations; Effectively source business prospects and employ client acquisition techniques; Consult clients on investment strategies based on their financial and investment objectives; and Balance management of referral activities, customer follow-ups and administrative costs.
Amerivest Operations • TD Ameritrade
December 2013 - March 2014
Process new Amerivest account paperwork including suitability and systematic forms; Process cases/ISIS items/internal & external Chat/Kana/inbox items; Interface with clients on outbound calls and occasional inbound calls; Ensure requirements of RIA are met before accounts are invested; Coordinate with Amerivest operations, new accounts, branch Investment Consultants (ICs), Branch Resource Desk (BRD), Resource Desk (RD) and Investor Services (IS) department, providing support for resolution. Manage service level agreements of departments with the sales force via written correspondence, chat, ISIS and continual training; Monitor and manage Amerivest account issues; Assist with special projects as needed around new product release, education or processes; Responsible for investing accounts into new products.
Investment Banker • Bank of America
January 2013 - December 2013
Responsible for performing duties and support related to branch operational activities and financial services; processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.
CSR & Loan Specialist • Arvest Bank
January 2011 - January 2013
Helped cash/checking deposits, processing loan payments, opening accounts, getting direct deposits accounts, activating ATM/debit cards. Supported clients in all banking transactions. Assisted in all clerical responsibilities within the bank. Maintained proper cash limits, cashed checks, issued cashier’s checks, money orders, cash advances, and funds transfers.
Professional Basketball Player • FIBA
August 2005 - May 2012
Played hard on the court in games and in practice and represented my team in public. Was a role model for children. As a player, I made shots, set screens, steals, and rebounded. I did whatever it took to help my team win. Supported my fellow teammates and produced good teamwork when in play. Listened and accomplished what my coaches are trying to achieve. Maintained good physical condition at all times for the games.
Education
2010 - 2011
University of Huelva
Spanish Studies
2006 - 2008
University of Central Arkansas
Health Science
2000 - 2005
University of Central Arkansas
Mathematics, Sociology/Spanish
Skills
Languages
- Wealth Management
- Wealth Management Services
- Financial Analysis
- Financial Management
- Financial Planning
- Life Insurance
- Retirement Planning
- Business Planning
- English — Native or Bilingual
- Spanish — Professional