Maurice Franklin
Associate Wealth Advisor at Mariner
- Role
- Associate Wealth Advisor at Mariner
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Maurice Franklin
I’ve learned from my travels across five continents that connecting with people from all walks of life energizes me. My most positive life experiences all involve helping people, from rural Kenya to the wealthy in Beverly Hills. Now, I choose to see the global pandemic as a chance to embrace adversity as an opportunity.MY STORY - Successfully passed the Series 65 FINRA exam in January of 2021. Senior luxury retail sales professional with over 8 years in B2B, B2C sales and business development leveraging the challenges of the global pandemic to capitalize on my background in economics, investment management, financial planning and analysis to transition into a role as an Advisor in the Wealth Management industry. Demonstrated understanding of the investment industry, relevant financial markets, and operational processes in client service as well the ability to build rapport with net-worth individuals & families. Intend to sit for the CFP examination late this year.Areas of expertise: Investment Advisory Services, Wealth Management, eMoney, B2B, B2C, Sales, Business Development, Asset Management, Financial Planning & Analyses, Partnerships, Finance, Research, Securities, Equities, Customer Relationship Management, Retail Sales ManagementTechnology: Fidelity Schwab eMoney Orion Salesforce Vanilla HolistiplanGet in touch: m••••••••@gmail.com
Experience
Associate Wealth Advisor
Jan 2024 — Present · El Segundo, CA, US
Education
Brazil - ACBEU Cultural Association
Study Abroad, Advanced Portuguese Language, Brazilian History & Culture
2007 — 2007
University of California, Davis
Bachelor of Arts
2005 — 2009
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