Molly Peecher

Experience

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  Huntington National Bank

  Aug 1989 - Sept 1997

  Portfolio Manager

  • Oversaw 150 clients and $100 million of their assets.• Performed traditional trust management, focusing on assigned sector of restaurant/hospitality industry to analyze equity research and present findings to group of portfolio managers in weekly meetings.• Reviewed equities and issued buy/hold/sell recommendations on ongoing basis.• Maintained credit files in compliance with SEC rule 2a-7 for mutual fund portfolios.• Identified client investment objectives based on risk tolerance and tax contstraints.• Prepared annual budget for trust investments group of 15 employees, allocating approximately $750,000.• Trained and supervised activities of two assistants.Trust Investment Coordinator II​1989-1993 Show less

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  JPMorgan Chase & Co.

  Sept 1997 - Apr 2007

  Senior Portfolio Manager

  • Assisted in developing and implementing portfolio growth strategies that met clients’ investment objectives, managing high-complexity investment and trust portfolios for affluent clients whose accounts varied from $100,000 to $150 million.• Reviewed portfolio securities and asset mixes to ensure ongoing quality and performance.• Developed diversified portfolios that included products such as hedge funds, structured products, trust and agency accounts and other options allocated based on dollar amount, market value, and risk tolerance.• Monitored changes in tax constraints and adjusted investments as needed to maintain compliance.• Served as instructor in national training program for new employees countrywide, educating them about equity process and general company procedures.• Developed successful ongoing client relationships and saved several accounts that were in jeopardy by providing excellent customer service. Show less

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  ING

  Apr 2007 - Sept 2008

  Plan Consultant

  • Deliver on-site retirement education programs, focusing on plan features and investment strategies.• Develop marketing policies tailored to individual audiences.• Meet with clients in one on one sessions to structure personal asset allocations within risk tolerance.• Liaise with centralized plan administrators to ensure participant records are complete and accurate.

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  J.P. Morgan

  Nov 2008 - Jul 2011

  Account Officer

  • Primary point of contact for all service related needs of a Private Banking client.• Responsible for establishing, maintaining, and building client relationships.• Team with internal groups to streamline the banking experience for the client.

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  Vanguard

  Sept 2011 - Sept 2013

  Brokerage Investment Professional

  • Provide high level of service and generate client loyalty through unmatchable client experience.• Developing and enhancing knowledge of Vanguard funds and ETF’s, individual securities, products and services, the overall financial markets and the related legal, tax and regulatory issues involved in educating clients.• Identifying client needs through personal attention and positioning appropriate needs based advice.

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  Linden Thomas Co

  Sept 2013 - Jan 2014

  Registered Client Associate

  • Provide high level of service for high net worth client.• Correspond with clients in writing and on the phone to resolve issues and provide investment reports.• Assist the Financial Advisor with trading client accounts and distributing and investing cash.

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  Carolinas Investment Consulting

  Feb 2014 - now

  Relationship Manager

  • Provide wealth management services to clients, overseeing all aspects of client relationship.• Coordinates with Financial Planning team to prepare and review performance reports.• Assist clients with asset allocation per investment policy statement.