Filip Sokolovski
Consumer Investments Market Leader @Merrill Lynch
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WORK HISTORY
Consumer Investments Market Leader @Merrill Lynch
Charlotte, NC, US
Led high performing advisory team growing asserts under management. Appointed in national initiatives as a divisional lead to impact advice delivery and professional designations. Maintained balanced performer metric YoY. Play a key role in driving regional performance (#3 ranked region inn 2022, 2023, and 2024;#1 in the East Division in 2023)- Led a team of 20 to 40 field-based financial advisors - Developed customized growth plans to deepen client relationships and expand book of business - Managed Business Integration by delivering OneTeam strategy- Increased productivity and sales by conducting customized coaching and workshops- Focused on talent management while building strong elevator of new talent- Ensured operational excellence and excellent risk posture- Organized team buildings and volunteering activities to increase employee satisfaction
EDUCATION
Faculty of Economics, University "Ss. Cyril and Methodius"
Bachelor of Business Administration (B.B.A.), E- Business
Rade Jovcevski - Korcagin
High School Diploma, High School
SKILLS
ABOUT FILIP SOKOLOVSKI
Enthusiastic, change-driven and open minded individual with strong persistence and ambition. Сommitted person with excellent knowledge in the field of investments, management, banking and finance. Proficient in sales while being detailed observer with strong listening and analytical skills. Key skills, licenses and achievements:• 2021 Valiant Award Winner, 2019 Pinnacle Club Award (recognition award for top 1% performers nationally, at Bank of America Merrill)• Series 7, 66, 9 and 10 licenses• Bachelor\'s Degree in Business Administration• Experienced in investments, banking, sales, HRM, Customer Service, clients behavior & retention • Constantly ranked as top performer on a national level within Merrill• Advanced graphic design, computer & administration skills and experience
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