Andrew Zeplin
Bennington,NE
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
13
13
years of professional experience
3
3
Certification
Work History
Financial Advisor
Bank of America/ Merrill Lynch
Omaha, NE
01.2025 - Current
- Developed personalized financial plans to meet client goals and objectives.
- Assisted clients in understanding investment products and market trends.
- Conducted thorough risk assessments to identify investment opportunities.
- Collaborated with team members to streamline client onboarding processes.
- Utilized financial software to analyze portfolios and track performance metrics.
- Provided ongoing support and education for clients regarding financial strategies.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Banker
Bank of America
Omaha, NE
07.2023 - 01.2025
- Managed client relationships to enhance customer satisfaction and retention.
- Analyzed financial data to develop tailored banking solutions for diverse clients.
- Facilitated cross-functional collaboration between departments to streamline service delivery.
- Provided mentorship and training to junior bankers, fostering a culture of continuous improvement.
- Oversaw compliance with regulatory requirements, ensuring adherence to banking policies.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
Client Success Manager
Franchise Rocket
Omaha, NE
08.2022 - 05.2023
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Coordinated onboarding processes for new clients, ensuring smooth transitions and effective communication.
- Collaborated with cross-functional teams to resolve client inquiries and support service delivery.
- Analyzed client feedback to identify trends and recommend improvements in service offerings.
- Developed and executed targeted marketing campaigns to increase brand awareness and engagement.
- Conducted market research to identify trends and customer preferences, enhancing campaign effectiveness.
Account Manager
Sleight Advertising
Omaha, NE
06.2021 - 08.2022
- Managed client accounts, ensuring satisfaction and timely service delivery.
- Developed tailored solutions to meet client needs and enhance retention.
- Analyzed market trends to identify opportunities for account growth.
- Collaborated with cross-functional teams to streamline communication processes.
- Developed and maintained strong client relationships to drive account growth.
- Collaborated with creative teams to produce compelling advertising campaigns.
Advertising Account Executive
Lee Enterprises
Fremont, NE
11.2019 - 05.2021
- Analyzed market trends to inform strategic decisions and optimize client strategies.
- Coordinated project timelines and deliverables to ensure timely execution of marketing initiatives.
- Conducted regular performance reviews of campaigns, providing insights for improvement.
- Managed budgets effectively, ensuring resources were allocated efficiently across accounts.
- Presented campaign proposals and results to stakeholders, enhancing client engagement and satisfaction.
- Trained junior staff on best practices in account management and client communication.
Business Advisor
DexYP
Omaha, NE
02.2017 - 10.2019
- Analyzed client needs to develop tailored business strategies enhancing service offerings.
- Collaborated with cross-functional teams to implement marketing initiatives driving customer engagement.
- Conducted market research to identify emerging trends, informing strategic decision-making processes.
- Facilitated training sessions for clients on digital marketing tools, improving user proficiency and satisfaction.
Bank Manager
Wells Fargo
Omaha, NE
01.2016 - 01.2017
- Led branch operations to optimize customer service and enhance client satisfaction.
- Developed and implemented strategic initiatives to increase banking product offerings.
- Managed team performance through coaching, training, and regular feedback sessions.
- Analyzed financial reports to identify trends and inform decision-making processes.
- Oversaw compliance with regulatory requirements and internal policies to mitigate risks.
- Fostered relationships with clients to drive account retention and loyalty initiatives.
- Streamlined operational procedures to improve efficiency and reduce processing times.
- Collaborated with senior leadership to align branch goals with overall organizational strategy.
Personal and Small Business Banker
Wells Fargo
Omaha, NE
11.2012 - 01.2016
- Cultivated relationships with small business clients to identify financial needs and recommend suitable banking solutions.
- Analyzed financial statements and credit reports to assess loan eligibility for small business applications.
- Collaborated with cross-functional teams to streamline account opening processes, enhancing client experience.
- Developed customized financial plans that aligned with clients' business goals and growth strategies.
- Trained junior bankers on compliance regulations and effective customer engagement techniques.
- Led initiatives to improve loan processing efficiency, reducing turnaround times for client approvals.
- Mentored staff on risk management practices, ensuring adherence to regulatory standards in lending operations.
Education
Bachelor of Science - Agriculture Education
University of Nebraska
NESkills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Financial advising
- Client relations
- Banking
Certification
- Currently hold my SIE, 7, and 66 licenses
Timeline
Financial Advisor
Bank of America/ Merrill Lynch
01.2025 - Current
Senior Banker
Bank of America
07.2023 - 01.2025
Client Success Manager
Franchise Rocket
08.2022 - 05.2023
Account Manager
Sleight Advertising
06.2021 - 08.2022
Advertising Account Executive
Lee Enterprises
11.2019 - 05.2021
Business Advisor
DexYP
02.2017 - 10.2019
Bank Manager
Wells Fargo
01.2016 - 01.2017
Personal and Small Business Banker
Wells Fargo
11.2012 - 01.2016
Bachelor of Science - Agriculture Education
University of Nebraska