Summary
Overview
Work History
Education
Skills
Timeline
Generic

Deeba Zaman

Rancho Cucamonga

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

18
18
years of professional experience

Work History

Senior Financial Advisor

Merrill Lynch
03.2007 - Current
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Engaged prospective clients in effort to build and develop new business opportunities.
  • Generated new business leads through extensive networking, referrals, and strategic partnerships.

Retirement ACAT Processor

Capital Group
08.2006 - 03.2007
  • Entered data into computer tracking system and filed paperwork according to procedures.
  • Increased productivity by effectively managing workload and prioritizing tasks.
  • Received and reviewed incoming documents and materials.
  • Enhanced team collaboration, sharing best practices for efficient processing techniques.
  • Participated in continuous training initiatives, staying up-to-date on relevant regulations, policies, and best practices within the processing field.

Education

Master of Science - Psychology

University of Southern California
Los Angeles, CA
06.2012

Bachelor of Science - Psychology

University of California, Riverside
Riverside, CA
06.2006

Skills

  • Verbal and written communication
  • Client Engagement
  • Referral Networking
  • Retirement planning
  • Wealth Management
  • Training and coaching

Timeline

Senior Financial Advisor

Merrill Lynch
03.2007 - Current

Retirement ACAT Processor

Capital Group
08.2006 - 03.2007

Master of Science - Psychology

University of Southern California

Bachelor of Science - Psychology

University of California, Riverside

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Deeba Zaman