Consulted clients on portfolios ranging from investment sizes of $50,000 to $1.5 million, focusing on portfolio diversification
Generated $3 million per quarter of new assets by developing new clients and strengthening current client relationships
Provided depth and understanding of financial markets and products, advised clients on portfolio management and acted as a total solutions provider to meet client financial needs and goals
Détails de l'expérience
Scottrade Top 100 performing Investment Consultant
Excelled in client satisfaction through the Scottrade 900 club
