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Yyyyyy x. yyyyyy

3315 Kimberly Way Xxxxxx, CA xxxxxx abc@xyz.com xxx-xxx-xxxx

 

Experienced High Net-Worth Client Family Wealth Advisor

Stewardship / Wealth Transfer Strategies / Financial Administration /  International Clientele

 

Dynamic, ambitious and high-impact Family Wealth Advisor with a deep and rich understanding of optimizing financial management goals for ultra high net-worth clients in a global environment.  Exceptional talent in bringing together critical components of the wealth management team to provide leadership and planning expertise to positively affect bottom line performance.  Equally successful in business development, client relations, growth and diversification.  Core competencies include:

 


Risk Management/Identify/Evaluate Trends

Business Development/Relationship Management

Account Management/Client Relations

Trusted with Unquestionable Integrity

Asset Protection/ Wealth Transfer

Tax Law Compliance/Consulting

Client Acquisition and Retention

Business Analysis/Process Improvement


 

Professional History

 

2006 to 2010:  Wells Fargo Bank, Family Wealth, San Francisco, CA Director, Financial Administration

   Selected by Senior Management to pioneer the creation of a Family Financial Officer role within the organization; developed business centered around clientele with a minimum net worth of $100MM.

   Developed a high performance team of including an Investment Strategies, Trust Officer, and Attorneys to lead financial administration initiatives, and gained business commitments from 6 Family Clients with an estimated value of $1B.

   Established a new financial administration platform which included full-service wealth management services including; full-charge bookkeeping, aggregated reporting, transaction consulting, and trust planning for international accounts.

   Cultivated strong, trusting business alliances with clients and client representatives; grew annual revenue for the division to $750K annually, and established standardized back-office procedures to support new business line.

   Integral in establishing a critical partnership with internal and external investment teams to funnel asset allocations, positioning client investments for greater returns.

   Spearheaded the creation of a turnkey, automated bill pay service; collaborated with Information Technology services to create an online portal for customer access, allowing clients to perform online  banking activity and view transactions.

 

2003 to 2006:  H&S Financial Advisors LLC., Menlo Park, CA - Wealth Advisor

   Provided wealth advisement for high net-worth clients/families, privately held corporations and non-profit organizations.

   Established aggressive investment strategies, developed strong client relationships, and grew alliances with service providers including, portfolio managers, risk managers, attorneys and accountants to provide full-cycle consulting.

   Integral in the development of an automated reporting system to enhance ease of reporting and ensure accuracy of data to optimize compliance results.

   Contributed toward direct marketing, business development and communication strategies; created company website, created new client-focused monthly newsletter, and successfully formulated and executed business development strategies to capture new business opportunities.

 

Yyyyyy x. yyyyyy

3315 Kimberly Way Xxxxxx, CA xxxxxx abc@xyz.com xxx-xxx-xxxx

Page 2

 

2002 to 2003:  Hood & Strong LLP, San Francisco, CA - Senior Tax Associate

   Maintained accountability for the accurate preparation of federal and state income tax returns for high net worth individuals, partnerships, and corporations; leveraged exceptional knowledge of tax planning, investment planning and gift and estate tax requirements to optimize results.

   Contributed toward the training and development of new staff members, and spearheaded efforts to lead the office in a paperless operations model.

 

1999 to 2002:  PricewaterhouseCoopers, LLP, San Francisco, CA - Associate, Personal Financial Services

   Collaborated with high net-worth clientele to prepare quarterly and year end tax planning strategies; advised clients on investment planning, gift taxes and generated high volume payroll reports.

   Guided clients through government agency audit processes, and delivered comprehensive presentations to explain complicated requirements of new and changing tax laws.

 

1996 to 1999:  Ernst & Young, LLP, Newport Beach & San Francisco, CA - Tax Compliance Specialist

   Provided partnership, individual and corporate tax returns for clients in the Real Estate Group; effectively managed large rental property clients, and compiled complex tax basis financial statements.

   Facilitated staff training on functionality of tax systems applications, and coordinated a focus group of tax professional in the testing of a new national tax software system.

 

 

Education/Licensure

 

Certified Public Accountant, State of CA

Certified Divorce Financial Analyst, State of CA

Xxxxxx State University, Long Beach - B.S. Business Administration, Concentration in Accounting

 



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