Storytelling, songwriting, music production, music publishing
- Music
- Running
- Documenting and sharing travel experiences
- Playing Sports
Ronald King
Los Angeles,CA
Summary
Knowledgeable financial advisor with solid background in providing strategic financial solutions. Skilled in assessing clients' financial needs and offering tailored advice that enhances their financial well-being. Proven ability to build strong client relationships and effectively manage financial portfolios.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Merrill Financial Solutions Advisor
Bank of America Merrill
12.2019 - 12.2023
- Increased assets under management by actively building and maintaining strong client relationships.
- Assisted clients in navigating complex investment options, breaking down jargon into understandable terms for informed decision making.
- Maximized profitability of managed accounts through strategic asset allocation decisions based on individual risk profiles.
- Developed comprehensive financial plans to help clients achieve their short-term and long-term financial goals.
- Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
Financial Consultant
T3 Financial Group
09.2017 - 11.2019
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed diverse range of client portfolios, consistently outperforming benchmark indices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
Registered Representative
MassMutual Financial Group
08.2015 - 03.2017
- Enhanced client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Shared details regarding financial products and services with clients.
- Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
- Managed high-pressure situations calmly and effectively, maintaining professionalism while resolving conflicts when they arose between parties involved in transactions or disputes.
- Coordinated seamless transfer of funds between accounts as requested by clients while adhering to strict regulatory requirements.
Registered Representative
First Investors Financial Services Inc.
10.2014 - 04.2015
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Identified potential new sources for business through cold calling approximately 200 leads per day.
Education
No Degree - Communications
Bowie State University
Bowie, MD05.1999
No Degree - Finance
University of Maryland Global Campus
Adelphi, MD05.2011
Skills
- Equity valuation
- Cash flow management
- Credit analysis
- Fundamental analysis
- Insurance planning
- Asset allocation
- Wealth management
- Technical analysis
- Alternative investments
- Teamwork and collaboration
Certification
Current FINRA Series 7 securities license holder.
Current NASAA Series 66 uniformed combined state law license holder.
Life and Health Insurance license holder
Interests
Timeline
Merrill Financial Solutions Advisor
Bank of America Merrill
12.2019 - 12.2023
Financial Consultant
T3 Financial Group
09.2017 - 11.2019
Registered Representative
MassMutual Financial Group
08.2015 - 03.2017
Registered Representative
First Investors Financial Services Inc.
10.2014 - 04.2015
No Degree - Communications
Bowie State University
No Degree - Finance
University of Maryland Global Campus
Similar Profiles
Charlie ColladoCharlie Collado
Officer, Financial Solutions Advisor CRPC® at Bank of America Merrill LynchOfficer, Financial Solutions Advisor CRPC® at Bank of America Merrill Lynch
HARSH TRIVEDIHARSH TRIVEDI
Team Developer at Bank of America – Merrill LynchTeam Developer at Bank of America – Merrill Lynch
RUI JUAN OHRUI JUAN OH
Vice President (Securities Lending) at Bank of America Merrill LynchVice President (Securities Lending) at Bank of America Merrill Lynch