Headline

Financial Planner at Ernst & Young

About

Accomplished banking professional with relationship management experience in financial planning, wealth management, corporate lending and retail banking. Consistently grew portfolio by identifying customer needs, providing value-added solutions and actively cross-selling related services. Recognized for superior client service. Proven leadership and team building skills resulting in increased productivity. Verifiable project management skills demonstrated by successfully executing new programs and enhancing existing ones. Specialties: CFP® and CDFA® certificant, financial planning, lending, project management, team building

Location

Morris Plains

Work experience

Project Manager at EY, Aug 2018 - Present · 7 yrs 11 mos, United States

Senior Financial Planner at EY, 2009 - Aug 2018 · 9 yrs 8 mos, Provide comprehensive financial guidance to individuals in regards to specific benefit plans, pensions, investments, education funding, retirement plannning, including tax implications at retirement.

Private Banker at JPMorganChase, Apr 2007 - 2008 · 10 mos, Provide banking and financing solutions including mortgages, home equity loans and lines of credit, as well as commercial lines of credit to high net worth individuals. Referred clients to investment and fiduciary partners for value added services and deepening relationships.

Sr. Business Project Manager - Marketing at HSBC, 2006 - 2007 · 1 yr, • Increased HSBC’s visibility in the NJ marketplace by successfully executing Grand Openings, Chamber of Commerce expos, meetings, conferences and local advertising. These events developed significant new business opportunities/accounts. • Collaborated with internal and external partners to participate in and organize various events. • Negotiated vendor relationships resulting in savings of up to 40% in some contracts. • Effectively utilized sponsorship/contribution budget to promote the bank's focus on education and environment related initiatives. • Complied with legal, compliance and audit requirements for development of marketing collateral.

AVP, Senior Branch Manager at TD Bank, 2003 - 2006 · 3 yrs, Responsible for management of a retail branch, including P&L, new business development, community relations, marketing and human resources. Led branch to #1 market share in the local community through increased local interaction, marketing and new business development efforts.

Global Relationship Manager-Corporate Banking at HSBC Bank USA, 1997 - 2002 · 5 yrs, Managed a large corporate portfolio of Fortune 500 companies in various industries. Deepened existing relationships globally and maintained a quality credit portfolio. Mentored junior analysts, and reviewed legal documentation for compliance. Grew a niche loan portfolio, setting criteria for credit evaluation and analysis/legal documentation and monitoring accounts and exposures.

Education

CFP, CFP program, Fairleigh Dickinson University

BA, International Studies, Miami University