Eryck Dzotsi
Houston,TX
Summary
Financial Advisor with 7+ years of experience delivering financial/investment advisory services to high value clients. Proven success in managing multi-million dollar portfolios, driving profitability, and increasing ROI through skillful strategic planning, consulting, and financial advisory services.
Overview
5
5
years of professional experience
1
1
Language
Work History
Senior Financial Advisor
Wells Fargo Advisors
Houston, TX
08.2020 - Current
- Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning with minimal risk -Develop, review, and optimize investment portfolios for 300+ high value clients with over $190M AUM (Assets Under Management) -Ensure maximum client satisfaction by providing exceptional and personalized service, enhancing client satisfaction ratings from 88% to 99.9% in less than 6 months -Work closely with specialists from multiple branches, managing investment portfolios for over 800 clients with over $25M in assets under care
Financial Advisor
Suntrust Investment Services, Inc
New Orleans, LA
07.2017 - 08.2020
- Served as knowledgeable financial advisor to clients, managing an over $20.75M investment portfolio of 90+ individual and corporate clients -Devised and applied a new training and accountability program that increased productivity from #10 to #3 in the region in less than 2 year period -Partnered with cross-functional teams in consulting with clients to provide asset management risk strategy and mitigation, which increased AUM by 50
Education
Bachelor’s of Science - Finance
Louisiana State University
2014
Skills
- Proficient in
- MS Office (Word, Excel, PowerPoint, Outlook)
- Salesforce
- TFS Project Management
Timeline
Senior Financial Advisor
Wells Fargo Advisors
08.2020 - Current
Financial Advisor
Suntrust Investment Services, Inc
07.2017 - 08.2020
Bachelor’s of Science - Finance
Louisiana State University
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