Elliott L  

In the past eight years of my working career, I have learned the art of sales, built my own clientele in two different industries, led two different teams (ranging from 5-40 directs) and managed the administrative, operational and organizational aspects of multiple executives.

I started out at Tom James (Louisville, Kentucky) as a Professional Clothier / Salesman where I built my own Clientele from scratch: cold calling, cold emailing, setting up appointments, presenting to prospective clients, following up with clients and most importantly building long term relationships.

After Tom James, I moved up to a Store Supervisor role at Brooks Brothers (Louisville, Kentucky). There, I built off my previous work from Tom James and gained new clients within a brick-and-mortar approach. Being within an actual store front, I gained the knowledge of opening and closing a store while maintaining my own staff of directs and tailors.

Wanting to move up in the realm of management, I moved to Atlanta, Georgia to become the Store Manager / Sales Manager at HKT Custom Clothiers. While I was there, I built my own team of directs and tailors from scratch. After working in the realm of Men’s Fashion for the past three years, I decided to switch career paths and give the Financial Industry a shot.

That being said, I moved to Saint Peters, Missouri where I tried my swing of things within the Financial Industry. I started out at Wells Fargo (Saint Louis, Missouri) within their Digital Advisors Program, where I took my first steps within the world of Finance.

From there on, I successfully passed my Series 7 and 66 Licenses at Morgan Stanley and became a Financial Advisor Associate within the Chesterfield, Missouri office. After attaining all my Insurance Licenses (Life, Variable Life, Health and Long – Term Care) as well as my NMLS Number and Financial Planning Specialist Certificate I became a Fully Licensed Financial Advisor at Morgan Stanley (Chesterfield, Missouri).

Throughout a year’s time, I was able to position myself to move up and become a Client Service Associate (CSA) / Registered Associate (RA) for seven Financial Advisors and / or five Financial Teams as well as the Production Head – Executive Director of the Saint Louis, Missouri office.

After working with multiple Financial Advisors and Clients at Morgan Stanley, I took my knowledge and skills to Citigroup Global Markets Inc., where I am a now a Wealth Relationship Manager, Senior Analyst SAFE Act - C12 and Assistant Vice President in the Client Experience Division of Citi’s Global Consumer Banking. In short, I manage roughly around a 1250 plus Citigold ($200K in AUM) and Citigold Private (1M AUM) Clients as well as being the Direct Liaison between the Client and Citigold Financial Advisors, Credit Ambassadors and Mortgage Loan Operators.

Overall, I come with an abundance of knowledge, from the full sales cycle, management, finance as well as administrative, operational and organizational management of Clients, Executives and a Business as a whole.