Paige Walker
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Business Development Manager
San Diego, California, United States
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Jobs
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- HWealth Advisor, Co-FounderHamilton Walker AdvisorsJul 2020 - Current (4 years 11 months)
- FFinancial ConsultantFidelity E&PMar 2018 - Mar 2020 (2 years 1 month)Serviced high net worth clients ($2,000,000+) in the Bay Area by creating, implementing, and monitoring a financial plan tailored to their needs. • Uncovered opportunities by leading events with workplace participants. • Leveraged technology such as SalesForce, eMoney, and Morningstar to ensure business development was recurring and each client received the best experience.
- FInvestment ConsultantFidelity E&PJun 2017 - Mar 2018 (10 months)• Reached designated business goals including appointments per week, household acquisition, development, and retention. • Identified outside opportunities and led the market in referral to appropriate wealth advisor. • Became knowledgeable in the investment vehicle offering including insurance, funds, managed portfolios, and separately managed accounts.
- FFinancial RepresentativeFidelity E&PNov 2014 - Jun 2017 (2 years 8 months)• Led the market in front office lead generation and appointment setting. • Enhanced efficiency of the back office operations including account opening, ACAT transfer, and money movement. • Onboarded and coached each new hire to create a team focused on customer engagement.
Education
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Bachelor of Arts and Sciences in English Literature English LiteratureUniversity of San DiegoJan 2011 - Jan 2014 (3 years 1 month)
Projects
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- hRollout of Hamilton Walker SEC Filing/ Website/ CAhttps://www.hamiltonwalkeradvisers.com/Mar 2020 - Current (5 years 3 months)- CoFounder
Publications
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- hBlog and Newslettershttps://www.hamiltonwalkeradvisers.com/Mar 2020 - Current (5 years 3 months)