Andrew J. Shope
Edgewater
Summary
Finance professional with twenty years of experience presenting informed analysis to clients for financial decisions seeking new opportunity in finance to expand and apply my expertise.
Overview
12
12
years of professional experience
Work History
Financial Solutions Advisor
Merrill
07.2022 - Current
- Provided expert guidance on retirement planning, helping clients reach their long-term financial goals with confidence.
- Educated clients on better short term cash management solutions through Bank of America and Merrill.
- Increased assets under management by actively building and maintaining strong client relationships.
- Maximized profitability of managed accounts through strategic asset allocation decisions based on individual risk profiles.
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures.
- Assistant Vice-President
Credit Solutions Advisor
Bank of America
07.2017 - 07.2022
- Provided home financing guidance to clients to make educated decisions to fit their immediate and long-term goals
- Participated in CSA pilot program in 2019
- Achieved 110% of production goals despite financial center closure in 2021
- Engage clients with investment opportunities with Merrill Edge
- Awarded corporate title promotion of Officer in January 2022
Mortgage Banker
SunTrust Mortgage
11.2014 - 04.2017
- Implement conforming, non-conforming and government loan programs in conjunction with SunTrust credit policies and federal lending policies
- Coordinate with four separate banking centers to facilitate cross-selling of mortgage and bank programs
- Annual production 158% of goal on average
Mortgage Banker
JP Morgan Chase
09.2013 - 11.2014
- Work with non-profit organizations to expand community lending opportunities
- Coordinate events with business development officer to promote the Chase brand in Maryland
- Military lending specialist working with non-profit VA organizations to promote home ownership
Education
M.S. - Communications
Shippensburg University
05.2000
B.A. - Public Relations/Business Administration
Shippensburg University
05.1997
Skills
- Sustainable Financial Strategy Development
- Cash Flow Analysis
- Credit Risk Assessment
- Market Assessment
Timeline
Financial Solutions Advisor
Merrill
07.2022 - Current
Credit Solutions Advisor
Bank of America
07.2017 - 07.2022
Mortgage Banker
SunTrust Mortgage
11.2014 - 04.2017
Mortgage Banker
JP Morgan Chase
09.2013 - 11.2014
B.A. - Public Relations/Business Administration
Shippensburg University
M.S. - Communications
Shippensburg University
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