1. Continued…
JEFFREY W. BURNHAM
Waltham, MA 02451  617-275-1099
https://www.linkedin.com/in/jeff-burnham-38ab7110  jburn10195@msn.com
QUALIFICATIONS PROFILE
Award-winning Financial Advisor with a 20-year career of record-breaking success in wealth management.
 Expertise in goal-based wealth management strategies leveraged to develop custom personal wealth
management solutions and strategies that secure clients’ long-term business and loyalty.
 Tireless sales hunter, adept at identifying new leads, markets, and opportunities to deliver year-over-
year revenue and deposit growth.
 Adept at cultivating positive client relationships based on trust and success facilitating the achievement
of clients’ wealth management goals, with excellent interpersonal skills.
 Proven, repeated success managing full-cycle sales from lead identification through ongoing client
account management, including high net worth clients.
 Seasoned expert who benefits teams by sharing a wealth of knowledge and experience to train, develop,
and groom new financial advisors and banking professionals.
PROFESSIONAL EXPERIENCE
CITIZENS INVESTMENTS,N. Waltham, MA, 2014 – 2016
Financial Consultant
Consistently exceed revenue and growth targets by utilizing goals-based wealth management strategies to
develop and sell custom financial solutions for clients with diverse requirements, budgets, and goals. Manage
the complete sales cycle, working independently to prospect for leads, convert leads to sales, and manage
accounts to cultivate loyalty and growth.
Key Achievements:
 Forge strong client relationships to drive client retention and referral business, leveraging
exceptional communication skills and financial expertise to build client trust.
 Propelled the North Waltham Branch to the #1 Branch Ranking in the company by delivering
unprecedented investment growth.
MERRILL LYNCH, Hingham, MA & Providence, RI, 2010 – 2014
Financial Advisor
Achieved personal sales targets by sourcing and converting leads, using a range of prospecting techniques to
identify and evaluate potential clients in existing and new markets. Facilitated clients’ wealth management goals
by developing investment strategies and product solutions aligned with their needs and priorities.
Key Achievements:
 Closed a high percentage of sales by effectively determining the best products and solutions for
clients based on comprehensive evaluation of assets.
 Awarded performance-based Executive Club status as a Practice Management Development
trainee (PMD), an honor limited to a select number of financial advisors.

2. JEFFREY W. BURNHAM
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CITIZENS BANK,Hingham, MA, 2009 – 2010
Premier Relationship Manager
Cultivated strong, long-term client relationships with high net worth clients to increase retention, grow deposits,
and convert deposit account clients into credit, investment, and wealth management customers. Engaged clients
in financial reviews, asset evaluations, and requirements gathering to identify and recommend solutions aligne d
with their financial goals and preferred risk level.
BANK OF AMERICA,Waltham, MA & New Bedford, MA, 2006 – 2009
Premier Client Manager
Drove growth in investment, deposit, and credit accounts by managing new and existing relationships with high
net worth clients. Effectively identified banking and investment products and solutions that met clients’ evolving
needs, and proactively recommended adjustments, changes, and new products to help clients achieve and exceed
their financial goals. Exceed personal sales targets year-over-year.
Key Achievements:
 Generated $20M in credit in 2007, and named a Gold Performer in Premier for Q4 2007.
 Outpaced all previous Client Relationship Center sales as the top performer in investments,
deposits, and credits since its inception, ranking #1 in the Waltham center in 2006, 2007, and 2008.
 Hand-picked to train new Premier Bankers in Dallas, TX, and recognized with a 2007 Spirit
Award for exceptional team contributions.
EDUCATION
Master of Business Administration (MBA) in Finance
UNIVERSITY OF MASSACHUSETTS – Boston, MA
Bachelor of Arts (BA) in Psychology
SIENA COLLEGE – Loudonville, NY