ANDREA HINKEL
Raleigh
Summary
Financial professional with exceptional organizational, analytical, and project skills who offers a strong work ethic and provides superior results. Proven expertise in driving efficiency and productivity through improved processes year over year.
Professional with robust background in directing and managing large-scale operations, consistently driving success through strategic planning and execution. Adept at implementing innovative solutions that enhance productivity and operational effectiveness. Known for fostering teamwork and adapting to evolving business needs, ensuring alignment with organizational goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Onboarding Leader, Director
FIDELITY INVESTMENTS
01.2022 - Current
- Planning and executing Brokerage onboarding program for Durham Regional Center
- Collaborate with and coach Onboarding Team Leaders for multiple cohorts
- Organize various functions to work together for support of the cohort
- Host meetings to share content and coach associates to overcome obstacles
- Navigate the constantly changing environment of onboarding
- Site wide events (Summer Forum, LINC days, Tax Season Celebrations, SERVE)
Supervision Manager, Vice President
MERRILL LYNCH
01.2021 - 01.2022
- Oversee two market teams ensuring compliance with regulations
- Provide coaching and discipline
- Lead team compliance and training calls
- Navigate corporate hierarchy to solve client and associate complaints and roadblocks
- Registration and file maintenance
Financial Solutions Advisor, Vice President
MERRILL LYNCH
01.2017 - 01.2021
- Appointed to Triangle Key Talent for 2020/2021
- Tasked with uncovering client needs and providing solutions via both bank and brokerage products
- Open self-directed and managed brokerage accounts on internal account opening program
- Educate clients on bank and brokerage tools such as online banking and how to use research
- Top Performer 2019
Financial Center Manager, Vice President
BANK OF AMERICA
01.2007 - 01.2017
- Achieved top 10% stack rank Jan-May 2015
- Top Performer award Q4 2015
- Nominated to Top Talent panel for Market November 2016
- Improved overall customer satisfaction thirty percentage points over two years at Apex
- Continually anticipate and solve customer issues or concerns
- Utilize and follow bank procedures to mitigate risks and financial losses for the bank and our shareholders
- Responsible for all day-to-day functions including associate readiness and compliance
- Tasked with opening new Financial Center Parkside Commons 2016
Education
Master of Business Administration -
MEREDITH COLLEGE
B.S. - Business Management
NORTH CAROLINA STATE UNIVERSITY
Skills
- Build customer relationships
- Sales Analysis
- Team management
- Event Planning
- Event Execution
- Cross function Collaboration
- Meeting host
- Operational excellence
- Internal partnerships
Certification
- Series 7
- Series 66
- Series 9
- Series 10
Timeline
Onboarding Leader, Director
FIDELITY INVESTMENTS
01.2022 - Current
Supervision Manager, Vice President
MERRILL LYNCH
01.2021 - 01.2022
Financial Solutions Advisor, Vice President
MERRILL LYNCH
01.2017 - 01.2021
Financial Center Manager, Vice President
BANK OF AMERICA
01.2007 - 01.2017
B.S. - Business Management
NORTH CAROLINA STATE UNIVERSITY
Master of Business Administration -
MEREDITH COLLEGE
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