Brooke Bowen
Vice President, Wealth Management Consultant | Series 7, Series 66 | [email protected]
- Role
- Vice President, Wealth Management Consultant at Members Trust Company
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Brooke Bowen
With over seven years of experience in financial sales and relationship management, I…
Experience
Vice President, Wealth Management Consultant
Feb 2024 — Present · Chicago, IL, US
Covering the Great Lakes & Northeast •Top activity and sales leader on the Wealth Management Consultant (WMC) team •2024 Growth Excellence Award Winner- Recognizes an individual who directly contributes revenue, new business initiatives, partnerships, or markets, implements new growth strategies and solutions, improves client retention, and empowers our partners through innovative solutions, unwavering commitment to service, and unparalleled industry expertise•Culture Committee Member- 1 of 13 committee members selected by MTC Senior Leadership; committee members were selected based on their positive influence within the organization•Generates sales of MTC investment management solutions as well as trust and estate services by conducting in-person sales and training meetings with Financial Institutions, RIA’s, IBD’s, Credit Unions and 3rd party relationship managers that can sell MTC solutions to their end clients•Increases the frequency and number of RMs who actively recommend MTC solutions to grow AUM•Owns sales performance and goals for assigned territory•Partners with 3rd party leadership to help advisors grow their advisory practice•Manages administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements
Education
University of Mississippi
Bachelor's degree, Marketing
2015 — 2019
Questrom School of Business, Boston University
Master of Business Administration - MBA
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