Open to opportunities

Anita Taymore

@anitataymore

Message

Dynamic financial consultant with proven investment strategies and client relationships.

United States

Message

What I'm looking for

I am looking for a role that values strong client relationships and offers opportunities for professional growth.

I am a dynamic Financial Services Professional with over 6 years of experience in developing and implementing comprehensive investment strategies. My career has been marked by a consistent track record of exceeding sales targets and performance metrics across multiple institutions. I excel in consultative sales approaches and client relationship management, providing tailored investment recommendations while ensuring regulatory compliance and high service standards.

At Fidelity Investments, I led the branch in qualified Financial Consultant referrals for four consecutive years, generating approximately $75M annually in high-net-worth business. I achieved the #1 ranking nationwide for annuity business closed in 2024, demonstrating my exceptional ability to match client needs with appropriate investment solutions. My strong communication and analytical skills have enabled me to conduct 20-25 client appointments weekly, building a robust pipeline of clients with significant investable assets.

Previously, as a Relationship Banker at JP Morgan Chase, I developed comprehensive banking solutions for high-value clients and consistently exceeded quarterly goals for deposit growth and investment referrals. My experience spans retail banking, investment consulting, and financial planning, and I am highly credentialed with Series 7, 63, and 65 licenses. I am committed to delivering results and maintaining high levels of client satisfaction.

Experience

Work history, roles, and key accomplishments

Investment Consultant

Fidelity Investments

Jan 2021 - Oct 2024 (3 years 9 months)

Led branch in qualified Financial Consultant referrals for 4 consecutive years, generating approximately $75M annually in high-net-worth business. Achieved #1 ranking nationwide for annuity business closed YTD 2024, demonstrating exceptional ability to match client needs with appropriate investment solutions. Conducted 20-25 client appointments weekly through proactive outreach, building and maint

Financial Planning Client Relationship Management Sales Targets Regulatory Compliance Market Knowledge Wealth Management

Relationship Banker

JP Morgan Chase

Aug 2018 - Dec 2020 (2 years 4 months)

Developed comprehensive banking solutions for high-value clients, consistently exceeding quarterly goals for deposit growth, investment referrals, and lending products. Generated new business through strategic outreach and referral partnerships, building a portfolio of 200+ retail and small business relationships. Ranked in top 10% of region for investment planning referrals through effective clie

Client Relationship Management Regulatory Compliance Sales Presentations Deposit Growth

Assistant Store Manager

Wilsons Leather

May 2016 - Jun 2017 (1 year 1 month)

Drove 40% increase in store sales through implementation of strategic sales initiatives and development of high-performing sales team. Earned Top Customer Service Employee recognition for 6 consecutive months, consistently exceeding customer satisfaction metrics and sales targets. Led and mentored sales team of 15+ associates, conducting product knowledge training and implementing performance impr

Sales Initiatives Customer Service Team Leadership Sales Reporting Performance

Assistant Store Manager

Yankee Candle

May 2014 - May 2016 (2 years)

Recognized throughout district for exceptional customer service metrics and consistently achieving top rankings in client satisfaction scores. Led new hire onboarding and development programs, training staff on company policies, sales techniques, and customer service standards. Awarded top sales representative for building and maintaining client relationships, consistently exceeding monthly sales

Customer Service Client Relationship Management Inventory Management Conflict Resolution Sales Strategies

Education

Degrees, certifications, and relevant coursework

Macomb Community College

Associates Degree, Business Administration

Grade: Dean's List Consecutive Semesters

Completed an Associates Degree in Business Administration. Focused on foundational business principles and administrative practices. Achieved Dean's List for consecutive semesters.