Deborah Eickhoff, AWMA®

Experience

• 

  UBS

  Jan 2005 - Jan 2006

  Financial Advisor
• 

  Stifel Nicolaus

  Jan 2006 - Jan 2008

  Financial Planner
• 

  Wells Fargo Advisors

  Sept 2008 - Jul 2014

  Vice President, Financial Planning Facilitator/Consultant, High Net Worth Planning

  Responsible for the facilitation and delivery of fully customized financial plans for Wells Fargo Advisors’ VIP Program, interacting with both financial advisors and high net worth clients and prospects in the $5M+ segment. I partnered with financial advisors to develop customized programs, and created tailored communications detailing the background for each project in order to meet business objectives. I presented and directed presentations and discussions with clients and prospects and their financial advisors in the VIP Program, which is typically an all-day event involving the financial advisors, client/prospective client, family members, CPAs, attorneys, and senior leadership and subject matter experts, etc.. I leveraged expertise through proactive follow-up to determine any outstanding issues and structured responses to ensure resultant outcomes or successes were addressed adequately. As an internal consultant, I strategized regarding inquiries from the field regarding the VIP program and financial planning capabilities, as well as designed, developed and delivered sound VIP program and planning capabilities presentations at various training and marketing events and conference calls. Show less

• 

  WELLS FARGO INVESTMENT INSTITUTE, INC.

  Jul 2014 - now

  Vice President, Senior Institutional Consultant/Ultra High Net Worth Consultant

  Responsible for guiding financial advisors through relationship management with their institutional and high net worth clients. Partners with advisors on RFP response guidance, IPS reviews, and custom investment management solutions by providing analytical support and proposal development, asset allocation analysis, portfolio construction, and assisting with client presentations. Previously served as the lead international specialist developing investment management proposals for Wells Fargo Advisors FA’s specializing in offshore clients. The High Net Worth Consulting Group is a resource for financial advisors seeking to establish new, or solidify and expand existing, advisory-based relationships with high net-worth individuals and institutions such as endowments, foundations, trusts and qualified plans ($10 million and up). Show less