Poitier Grant Resume
Experience
Viewside Property Management
Business Owner
Company NameViewside Property Management
Dates EmployedMar 2018 – Present
Employment Duration1 yr 7 mos
I provide hands-on oversight, regular site management, and problem resolution for a plurality of tenants throughout the California region. These accounts include condominiums, townhomes and apartment complexes throughout the state. My goal is always to foresee any issues and prevent them before they happen, however I am able to quickly respond to unplanned situations, requiring quick thinking, resourcefulness, to solve any problem.
Haydel, Biel & Associates
Relationship Manager
Company NameHaydel, Biel & Associates
Dates EmployedJan 2018 – Jun 2018
Employment Duration6 mos
LocationPasadena, CA
Coordinated relationship and investment activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant long term goals. Worked with clients with moderate levels of risk and complexity of needs while ensuring their service expectations were met
TD Ameritrade
Investment Consultant
Company NameTD Ameritrade
Dates EmployedJan 2015 – Sep 2017
Employment Duration2 yrs 9 mos
Organically built a practice of 700 clients by leveraging the full spectrum of guidance solutions, goal based planning tools, and discussing key wealth management issues for clients above $250K. I assisted clients reviewing their financial circumstances, investment objectives and advised clients on advantages and disadvantages of various investment products.
Northwestern Mutual
Financial Advisor
Company NameNorthwestern Mutual
Dates EmployedJan 2014 – Jan 2015
Employment Duration1 yr 1 mo
LocationGreater Los Angeles Area
Worked with outside vendors to find clients by creating weekly marking events and seminars to educate clients on financial planning and assisted them reaching their goals of retirement, college planning and home ownership
Merrill Lynch
Financial Advisor Associate Vice President
Company NameMerrill Lynch
Dates EmployedJul 2010 – Oct 2013
Employment Duration3 yrs 4 mos
Supported existing and prospective investor request regarding investment options and 401k reviews.
Analyzed financial information obtained from clients to determine strategies while working with various external groups including mortgage, business and consumer credit and est... See more
Wells Fargo
Company NameWells Fargo
Total Duration4 yrs 10 mos
TitleLicensed Banker
Dates EmployedSep 2009 – Jul 2010
Employment Duration11 mos
Assisted high net worth families in becoming financially successful by assisting my clients through volatile markets by taking a planning approach to investing by emphasizing long term goals over short term gains, while assisting them with their banking needs with my senior partners. Responsible for training tellers and bankers (at local and nearby branche... See more
TitlePersonal Banker
Dates EmployedJan 2007 – Aug 2009
Employment Duration2 yrs 8 mos
Profiled customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners. Provided broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customers business. Developed and maintained relationships with Wells Fargo ... See more
Show 1 more role
Experience
Viewside Property Management
Business Owner
Company NameViewside Property Management
Dates EmployedMar 2018 – Present
Employment Duration1 yr 7 mos
I provide hands-on oversight, regular site management, and problem resolution for a plurality of tenants throughout the California region. These accounts include condominiums, townhomes and apartment complexes throughout the state. My goal is always to foresee any issues and prevent them before they happen, however I am able to quickly respond to unplanned situations, requiring quick thinking, resourcefulness, to solve any problem.
Haydel, Biel & Associates
Relationship Manager
Company NameHaydel, Biel & Associates
Dates EmployedJan 2018 – Jun 2018
Employment Duration6 mos
LocationPasadena, CA
Coordinated relationship and investment activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant long term goals. Worked with clients with moderate levels of risk and complexity of needs while ensuring their service expectations were met
TD Ameritrade
Investment Consultant
Company NameTD Ameritrade
Dates EmployedJan 2015 – Sep 2017
Employment Duration2 yrs 9 mos
Organically built a practice of 700 clients by leveraging the full spectrum of guidance solutions, goal based planning tools, and discussing key wealth management issues for clients above $250K. I assisted clients reviewing their financial circumstances, investment objectives and advised clients on advantages and disadvantages of various investment products.
Northwestern Mutual
Financial Advisor
Company NameNorthwestern Mutual
Dates EmployedJan 2014 – Jan 2015
Employment Duration1 yr 1 mo
LocationGreater Los Angeles Area
Worked with outside vendors to find clients by creating weekly marking events and seminars to educate clients on financial planning and assisted them reaching their goals of retirement, college planning and home ownership
Merrill Lynch
Financial Advisor Associate Vice President
Company NameMerrill Lynch
Dates EmployedJul 2010 – Oct 2013
Employment Duration3 yrs 4 mos
Supported existing and prospective investor request regarding investment options and 401k reviews.
Analyzed financial information obtained from clients to determine strategies while working with various external groups including mortgage, business and consumer credit and est... See more
Wells Fargo
Company NameWells Fargo
Total Duration4 yrs 10 mos
TitleLicensed Banker
Dates EmployedSep 2009 – Jul 2010
Employment Duration11 mos
Assisted high net worth families in becoming financially successful by assisting my clients through volatile markets by taking a planning approach to investing by emphasizing long term goals over short term gains, while assisting them with their banking needs with my senior partners. Responsible for training tellers and bankers (at local and nearby branche... See more
TitlePersonal Banker
Dates EmployedJan 2007 – Aug 2009
Employment Duration2 yrs 8 mos
Profiled customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners. Provided broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customers business. Developed and maintained relationships with Wells Fargo ... See more
Show 1 more role