Brian Knapp: in San Diego, CA

Provided customer service to financial advisors utilizing LPL’s integrated platform of proprietary technology, brokerage, and investment advisory services. Responsible for assisting over 13,300 financial advisors as a Registered Investment Advisor (RIA) service representative helping to support the nation’s largest independent broker/dealer network. ?? -Solved complicated software interface, data integration, and processing challenges by advising RIA’s with timely personalized solutions. ??-Facilitated first line elevation of unique fiduciary data management and reporting challenges to enhance system functionality supporting advisors needs. ??-Built excellent rapport with advisors and division management as a results oriented specialist, promptly analyzed, researched and provided solutions to complex questions via phone and email daily. ??-Developed and applied robust knowledge of operational and financial industry policies, regulations and procedures.

Performed duties related to branch operations including processing of all types of account transactions, direct customer assistance for accounts and financial services, and sales of products and services. Gained knowledge and experience in the banking profession by demonstrating proficiency in areas such as personal banking, processing and boarding lines of credit, accepting credit applications, and successful sales of various credit products and bank services. ?? -Consistently exceeded personal production goals by promoting and selling banking products and services ??-Exceled at relationship development to build an increasing client base impacting branch revenue ??-Collaborated with bank partners to deepen client financial relationships ??-Facilitated comprehensive credit analysis (helping to find the right credit products) to fit clients with appropriate lending package ??-Orchestrated complete loan packages (sourced lead, application ), including credit review, preliminary underwriting and loan funding ??-Served as client consultant and advocate in service issue resolutions