Ill be that guy today....
So for those that know me, my career has been eclectic to put it lightly. For those that don't, here's a snippet of my Q&A.
First off I'd like to introduce myself as Senior Relationship Banker at Huntington Private Bank. My role is a blend of Personal Banker, Financial Planner, Consumer/Commercial Lender, and Relationship Manager. I hold series 7, 52, 66, 24 licenses, various insurance lines, NMLS ID, and CFA Level I & II. My team and I manage a book comprised of appx $200mm of DDA, $120mm Consumer Notes, $2bn Commercial Notes, and $700mm Investment AUM.
I'm a 31 year old armed forces veteran who holds a B.A. in Theology / Philosophy, a B.S. in Political Science, and a M.S. in Nursing, from The Armed Forces Academy of Health Sciences. Born to a household below the poverty line, and resident of section 8 housing, at 16 I was the first of my family to attend college. I was an awful student, and while I enjoy learning I couldn't stand University. I applied the minimal amount of effort, with the maximum amount of speed resulting in completion of my B.A. in 18 months and a G.P.A. not impressive to McDonalds. I then enlisted in the Navy where I served the next 4 years as a corpsman, then nurse, and finally nurse practitioner until being medically separated.
Wanting to try something aside from medicine, following my military service I joined the Financial Services Industry in December of 2011 after becoming a licensed Financial Advisor with Edward Jones Investments in Nashville, TN. Over the next year I would prospect daily knocking on doors to meet clients, and using the trunk of my car as my office until I received my branch in March of 2013. Becoming a Limited Partner of the firm Early 2014, I remained with Jones until February of 2016 to pursue independence, and a higher revenue share. At my exit my book of business with Jones was 100% organic to my production, with appx $37mm AUM. My 1st year (2012) as an FA I earned net $41k, with my last years (2015) income netting $107k.
In February of 2016 I joined Waddell & Reed Financial Advisors as a Principal coaching advisors and developing vertical markets for my complex in Nashville. I continued to run a small book of business in wrap accounts with 13 households, and $19mm AUM managed at 2% annually. 2016 resulted in my personal best income year to date of $344k. Unfortunately the following year W&R revamped their entire business model, resulting in my role dissolving. 2017 I would elect to leave the advisory branch of W&R and sell my remaining practice for $625k that May. I was soon offered a role with the asset management division of the firm as the Director of Business Development for the sister company Ivy Funds in Overland Park, KS. Compensation was more than fair for the work load at $140k annually, but more changes with W&R had me looking to leave, and resign p>p>After a couple of stressful years I choose to take a 6 month overlanding trip to reset before diggiack into the business. Through personal connections I joined Huntington Private Bank early 2019.
with that out of the way I am considering attempting a move to IB...... Im aware that my CV isn't the norm but where do you guys think I'd have the best luck entering the arena. I've grown tired of individual investors and would like to attempt my hand at making some real deals..... i dontmind a pay cut or being the low man again, I just want to feel engaged at work again...
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