Micah Moseley

Experience

1. Wealth Management Associate

   Merrill Lynch

   Jun 2014 — Present

   Provide support to high-producing wealth management advisors by maintaining their client book via meeting preparation, administrative organization, customer service and account maintenance. • Seek business opportunities within existing database to acquire lateral growth and connect with external public through warm leads to increase clientele and monthly production. • Responsible for establishment of new accounts, implementation of managed account strategies and generation of portfolio reports. • Liaison between clients and advisors in all day-to-day responsibilities. • Facilitate all money movement, contribution, distribution, and documentation requests. •. Proficient in actively maintaining all client information and advisor documentation via Salesforce. • Assist in the development and maintenance of social media sites and various marketing tactics to target potential prospects. • Consistently rank in the top five percent of Client Associates at Merrill Lynch based on achievement of firm goals through strategic implementation and exceptional client experience standards- Series 7 and 66 Licensed - AWMA® Designation

Education

• North Carolina State University

  Bachelor of Science, Public Relations, Spanish, Journalism

  2008 — 2012