justin lin

* Referred clients to private bankers and financial advisors and exceeded monthly objectives by ~10 accounts * Increased profit/loss performance by 10% each quarter by profiling and contacting potential high net worth clients * Brought in new account worth 1MM by networking, following-up and building client confidence * Increased 15% of sales due to building excellent rapport with clients and by ensuring client satisfaction * Ensured consistent balance of funds through detailed implementation of internal controls and following protocol * Accomplished set goals by upper management, while improving synergy within the team through group meetings * Provided outstanding customer facing duties while facilitating clients with their financial transactions, needs, and concerns by maintaining first quarter client surveys at 100%

* Morgan Stanley Wealth Management is one of the largest brokerage houses in the world, managing $2 trillion in client assets and more than 16,000 Financial Advisors (as of June 30, 2014). * Acted as a trusted liaison between Directors and Vice Presidents of various firms and MS Wealth Managers with over 200MM AUM by building initial rapport to acquire new business * Assisted VP in advisory/investment management by reviewing complex financial plans consisting of proprietary and third-party offerings across global markets to create tax-efficient portfolios * Implemented marketing strategy of the firm by assisting in client acquisition and management * Analyzed various client portfolios to determine optimal fixed income/equity asset allocation depending on specific client needs by taking initiative and sitting in on meetings * Communicated effectively with team members to meet deadlines in a high pressure environment by actively identifying methods of increasing operations efficiency

Activities and Societies: Haas Student Gift Campaign Committee