profile dexter wallis financial advisor experienced driven financial advisor five years experience providing clients optimal assistance retirement planning estate planning investment advice tax strategies overall support managing finances proven track record competitive market share expansion assisting corporations reaching goals driven detailoriented ability thrive high pressure environments adept developing key relationships furthering business development employment history financial advisor goldman sachs new york september 2013 september 2019 developed implemented new improved financial policies based extensive research findings fostered successful relationships 250 clients providing top line financial advisement advised total 40 million assets mentored trained new team members worked collaboratively existing members financial advisor bank america new york august 2008august 2013 increased client satisfaction rating 8 first year presented financial planning seminars existing prospective clients discovered undervalued investments identified long term sustainable growth provided high quality investment guidance clients based needs goals lifestyle contributed productive happy work environment dedicated satisfaction client references brian anderson bank america bandersonboacom 2127774372 louise nelsen goldman sachs inelsengoldmansachscom 2125522039 education master finance columbia university new york august 2008 august 2010 graduated high honors details 456 suttonfield place brooklyn ny 11210 united states 917 2991643 dext r wllsgmailcom skills market growth expansion relationship building market analysis portfolio management