Harri Rowe
Hickory
Summary
Detail-oriented professional with expertise in investment research, client engagement, and compliance management. Proven ability to streamline communication and enhance client satisfaction. Actively looking to relocate back to the UK where I am from.
Overview
1
1
year of professional experience
Work History
Paraplanner
Dean Financial
Hickory
05.2025 - Current
- Conducted research on investment options and market trends for client portfolios.
- Supported financial advisors by preparing client meeting materials and presentations that enhanced client engagement.
- Coordinated communication between clients and financial advisors to address account inquiries and improve client satisfaction.
- Organized and compiled financial documents for compliance and regulatory reviews to ensure adherence to industry standards.
- Maintained accurate records of client interactions and updates in CRM systems.
- Collaborated with team members to streamline processes and improve workflow efficiency.
Intern
Dean Financial
Hickory
01.2025 - 04.2025
- Engaged customers in meaningful conversations, enhancing their experience and fostering relationships.
- Updated knowledge through continuing education and advanced training to enhance service delivery.
- Supported and guided colleagues to promote collaboration and strengthen team dynamics.
Education
Bachelor of Arts - Marketing Management
Lenoir Rhyne University
Hickory, NC05-2025
Skills
- Financial analysis
- Investment research
- Portfolio management
- Compliance management
- Client relationship management
- Client engagement
- Client presentations
- Team collaboration
- Customer service
Timeline
Paraplanner
Dean Financial
05.2025 - Current
Intern
Dean Financial
01.2025 - 04.2025
Bachelor of Arts - Marketing Management
Lenoir Rhyne University