Garrett Dietz
Dover
Summary
Seeking full-time position to utilize strong interpersonal, analytical, and problem-solving skills. Committed to delivering exceptional results and contributing to organizational success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Service Associate
The Groff Group Morgan Stanley Wealth Management
01.2024 - Current
Meeting Preparation
Goal Planning Analysis
Account Openings / Closings
ACATs
Account Transfers
Recommendations for Retirement accounts, Allocations, and Contributions
Gathering Insurance Quotes (Life and Long Term Care)
Roseville Wealth Management Intern
Roseville Wealth Management Group - Ameriprise Financial
05.2021 - 08.2021
- Transcribed and summarized multiple client meetings per day
- Completed and presented a covered-call portfolio powerpoint to the Roseville Management team
- Generated an excel sheet analyzing upside potential of stocks rated at certain levels or higher utilizing a program created by Thomson Reuters
- Created client profiles for new prospects
- Constructed financial plans utilizing MoneyGuidePro tailored to consumer needs
- Produced a mock stock portfolio
- Participated in a mock client meeting in order to gather information, and build a financial retirement plan for the client.
Education
Bachelor of Science - Economics - Economics
West Virginia University
Morgantown, WV12.2023
Skills
- Client rapport
- Account Management
- Problem-Solving
- Teamwork and Collaboration
- Reliability
- Analytical Thinking
- Goal Setting
- Continuous Improvement
Activities and Awards
- West Virginia University's Honors College
- West Virginia University's President's List for students earning a 4.0
- West Virginia University's Dean's List for students maintaining a GPA of 3.5 or higher
- West Virginia University's Scholarship of Distinction for incoming freshmen who exhibited academic excellence.
- Top 10% in the General Electric Interview Competition at West Virginia University
- West Virginia University's Chapter of Pi Kappa Alpha - Founding President
Certification
Certifications and Licenses:
- Securities Industry Essentials (SIE)
- Series 7 License
- Series 66 License
- PA - Life, Accident, and Health Insurance License
Timeline
Client Service Associate
The Groff Group Morgan Stanley Wealth Management
01.2024 - Current
Roseville Wealth Management Intern
Roseville Wealth Management Group - Ameriprise Financial
05.2021 - 08.2021
Bachelor of Science - Economics - Economics
West Virginia University
Certifications and Licenses:
- Securities Industry Essentials (SIE)
- Series 7 License
- Series 66 License
- PA - Life, Accident, and Health Insurance License
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