sara amirez wealth management advisor contact details 777 7777777 samirezemailcom cincinnati oh linkedin portfolio professional profile chartered wealth management advisor sucessful 20year career providing investement advice asset management services clients leading us bank including morgan stanley trex bank strategic seccertified financial planner currently managing client portfolio worth 26 million demonstrated skill client aquisiton revenue growth adept developing delivering personalised financial management plans liaising third party organisations large professional networks ohio new york career summary core skills gafm chartered wealth manager sec member highvalue asset management portfolio coordination client aquisition third party liaison feb 2016 present trex bank cincinatti oh wealth management advisor outline provide personalized wealth management services advice customers leading us bank trex bank managing portfolio 103 clients collective assets 26 million key responsibilities develop maintain relationships affluent clients stimulate portfolio growth avoid customer loss private public banking maintain regular contact clients phone email arranging person meetings necessary conduct evaluations new customers ascertain investment needs current capital personal preferences identify explain financial products andor services would appropriate client unique circumstances facilitate delivery strategies capabilities including portfolio management trust administration investment advisory insurance deliver comprehensive economic market views investment strategy fund security research conduct portfolio construction resulting tailored investment management insurance services refer collaborate financial services appropriate work part team advisors continually improve services share resources advise investement strategy keep accurate uptodate awareness us global financial market legislation stock market activity key achievements grew client portfolio 15 first year employment exceeding average employee increase half generating 750k profit company page 1