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Justin Ross

916 S. York Street, Gastonia, North Carolina 28052


(314) 556-7466 rossjustin6@gmail.com

Licenses & Recognition

● Series 7 & 66 November 2017


● Diversity & Inclusion Board Member 2016-2017
● STAR Manager Nominee and Champion 2nd and 3rd Quarter 2016
● Service Excellence Nominee and Champion 4th Quarter 2014 and 1st -4th Quarter 2016
● Top Sales Banker 4 th Quarter 2014 & 1st Quarter 2015
● Top Ten Sales Banker August 2014-June 2015

Experience

Robert W. Baird, Private Wealth Management Charlotte, NC November 2018- Present


Client Specialist
 Partner with Senior Financial Advisor to manage book of business $90mm in assets
 Consult with clients to provide customized wealth strategies and asset allocation
 Onboard new client households while assisting with proposal generation and transitioning new
assets

Wells Fargo Advisors Charlotte, NC August 2017-November 2018


Licensed Financial Advisor
 1st quartile for footprint in Quality Assurance and Customer Experience
 Top 10% on team in Assets Invested and Portfolio Alignment
 Manage book of business with over $3mm in assets ensuring client growth and retention
 Consult with clients to formulate asset allocation strategies and complete comprehensive portfolio
reviews to reevaluate investments objectives, projected performance, and portfolio alignment

Wells Fargo Charlotte, NC March 2016-August 2017


Sales Supervisor- Virtual Channel
● Top ranked Sales Supervisor in Charlotte for 2016
● Led team that averaged highest sales and customer satisfaction metrics amongst Charlotte Sales
for 2016
● Facilitated Rising Star program mentoring high performing bankers for leadership roles
● Served as Day of Caring Chair helping coordinate meals for over 3,000 area students
● Successfully coached to and implemented sales Customer Experience Roadmap to new and
veteran team members, leading to an increase in viable solutions for customer base
● Conducted Customer Satisfaction workshops leading Charlotte Sales to be one of the top
performers in the footprint with my team being the top performers in the 3rd and 4th Quarters
● Served as Credit Champion for the site helping see an incremental increase in credit production

Wells Fargo Charlotte, NC September 2015-March 2016


Team Lead
● Served on Quality Assurance committee resulting in center being consistently below 3%
compliance threshold
● Served on Productivity Committee resulting in site adherence increase of 3% and After Call Work
decrease 26% in a 3-month timespan
● Developed and conducted trainings for new and tenured bankers tailored to: Customer needs
assessment, customer experience roadmap, effective credit selling, increased core sales
● Supervised Pilot Program for new releases in the Wells Fargo Virtual Channel
Wells Fargo Charlotte, NC May 2014-September 2015
Inbound Sales Specialist/Banker Coach
● Consistently met and exceeded sales metrics outlined by quality Managing Premier Performance
scorecards and being ranked top 5 sales banker 7 of 8 months as a Sales Specialist
● Inducted into Wells Fargo Virtual Channel Rising Stars program.
● Created and implemented training for new Columbia sales site leading their new hire onboarding.
● Nominated as Credit Champion; June 2015 team was #1 in Charlotte sales and #2 in the footprint

DataVerify Chesterfield, MO November 2012-May 2014


Inside Sales/Regional Account Manager
● Worked with key decision makers of mid-to-large sized financial institutions serving as a consultant
in providing customized risk mitigation solutions tailored to Dodd-Frank, CFPB, OFAC, BSA, & AML
● Developed and successfully executed sales marketing plan maintaining an average of $330,000 in
monthly and generating over $3,500,000 in yearly revenue
● Created customized product solutions, sales demonstrations, executed contracts, and trainings in
business-to-business sales strategy

Education

Johnson C. Smith University December 2019


Bachelor of Arts in Sports Management

Courses and Training

● Wells Fargo Home Mortgage Diverse Segments Internship


● StrengthsFinders: Input, Futuristic, Belief, Relator, Competition
● Situational Self Leadership
● Leadership Foundations
● Transitioning to a Manager Role
● Customer Experience Ordinary to Extraordinary
● Adler- Performance Based Interviewing