ASAustin Stoll
@austinstoll
Successful sales professional with expertise in client relationship management.
United StatesWhat I'm looking for
I am a successful sales professional who achieves results through effective communication and analytical thinking. My experience spans various roles in the financial services industry, where I have utilized cross-functional sales platforms to manage client relationships and coach new sales associates. I thrive in challenging, fast-paced environments, both in team and individual settings, and have a proven track record of earning client trust and respect.
At UBS Financial Services, I served as a Wealth Strategy Associate, where I performed business analytics to support financial advisors and brought in over $5 million in net new assets. My role involved developing financial plans and enhancing the client experience through operational and administrative support. I also managed technology events and coached financial advisors on compliance, ensuring a seamless transition to new communication platforms.
Previously, as a Personal Banker at Fifth Third Bank, I managed a book of over 400 clients, consistently exceeding revenue and deposit growth goals. My ability to uncover opportunities for business partners and provide holistic financial solutions has been instrumental in my success. I am passionate about community service, actively participating in the Rotary Club of Sylvania, where I work with other professionals to address community needs and develop leadership skills.
Experience
Work history, roles, and key accomplishments
Wealth Strategy Associate
UBS Financial Services
Sep 2021 - Present (3 years 10 months)
Performed business analytics to support financial advisors in the growth of their practice. Developed financial plans using MoneyGuidePro and brought in over $5mm in net new assets with existing clients.
Registered Client Service Associate
UBS Financial Services
Sep 2021 - Present (3 years 10 months)
Enhanced client experience by servicing clients and providing operational and administrative support to Financial Advisors. Managed monthly distributions to clients, raising cash as needed in accordance with portfolio models in a tax efficient manner.
Client Liaison
UBS Financial Services
Sep 2021 - Present (3 years 10 months)
Served as the branch's first point of contact for clients, managing all incoming calls and welcoming clients for meetings. Processed all incoming mail and checks, ensuring timely and accurate deposits.
Branch Technology Liaison
UBS Financial Services
Sep 2021 - Present (3 years 10 months)
Managed all technology events for two branches and introduced and coached 11 Financial Advisors to use Corporate iPhones, increasing FINRA compliance. Transitioned both branches from Skype to Microsoft Teams and was responsible for onboarding all new hires.
Personal Banker
Fifth Third Bank
Sep 2019 - Present (5 years 10 months)
Managed and developed a book of business of 400 plus clients, focusing on acquiring new households and deepening relationships to increase Financial Center deposits and revenue. Consistently exceeded revenue and deposit growth goals while growing the existing client base.
Education
Degrees, certifications, and relevant coursework
MUMiami University
B.S. Sports Leadership and Management, Sports Leadership and Management
Grade: 3.4 Cumulative GPA
Activities and societies: Alpha Delta Phi Fraternity.
Completed a Bachelor of Science in Sports Leadership and Management, focusing on leadership principles and management strategies within the sports industry. Achieved a cumulative GPA of 3.4.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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