Licensed Wealth Private Banker • Bank of America Merrill Lynch SeptemberPresent Strong partnership with 9 Financial Planner teams.Weekly conference with stakeholders and advisors to address client relationship opportunities, other financial needs and share updates and success. Daily follow-up and follow thru with different tasks via emails and Salesforce application with updated notes and tasks. Microsoft Outlook, Excel, Powerpoint etc. are used to manage meetings, client presentations, reports, etc. Analysis on Client's Sales Solutions and Performance Reports. Trained several other teammates during onboarding and participated in presenting new tools and systems to the
Western Carolina University
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Business Management and Entrepreneurship