Samantha Carey

WORK HISTORY

EDUCATION

SKILLS

ABOUT SAMANTHA CAREY

Highly motivated trust and wealth management professional, providing expertise in managing affluent client relationships, leading and developing professional teams, and project management. Qualifications:• Credentialed relationship manager with over 20 years of professional experience with client servicing, investment management, Broker/ Dealer and Banking operations, trust, tax and fiduciary services. • Experienced partner to financial advisors, helping to fulfill client financial planning objectives while offering prompt, professional and customized client service.• Leader with a demonstrated ability to influence, motivate, develop and retain talent. • Skilled communicator, public speaker, facilitator and promoter of active participation, collaborative environments, and team building.• Accomplished in the management and execution of projects and initiatives, root cause problem solving analysis, and continuous improvement. • Track record of developing policies and procedures consistent with organizational goals, implementing process improvement efficiencies, and sharing, coaching, and training associates on team best practices.• Dedicated advocate with distinguished career, demonstrating consistent achievement of objectives, competitive performance, prestigious recognition, and a strong commitment to the goals and objectives of my organization.• Eager and fast learner with transferable skills in relationship building, problem solving, project management, business analysis and planning, operations management, coaching, facilitating, and decision making.