Kellie Anderson is seeking a role that utilizes her 5 years of experience at Wells Fargo Advisors where she helped financial advisors achieve goals. She currently coaches advisors on best practices and builds relationships to drive sales. Previously she educated advisors on lending products and assisted clients. Her objective is a management role allowing her to lead and train employees using her skills in sales, client services, and operations gained through various roles in the financial industry.

1. Kellie Anderson
5918 Loughborough Ave. St. Louis, MO 63109│Cell:618-322-6546│Email: kellieanderson2003@h otmail.com
Profile:
My knowledge and understanding of the business has increased vastly since joining Wells Fargo Advisors in May of
2010. I truly have a thorough understanding through 5 years of experience with this firm and all of the opportunities it has
allowed me. The knowledge includes but is not limited to advisory, lending, envision, deferred compensation, marketing,
sales strategies, FA forums, premier advisor, retention, recruiting, and any other product or service that the firm offers. In
my current role, I help advisors identify client specific opportunities ensuring the client has the best possible product or
solution to achieve their goals. I support a region with one Regional President, 550 Financial Advisors, 22 branch
managers, 6 complex managers,2 partners in the field, and any other member of the FA’s team (CA/FC).
Objective:
My objective is to find a role in the financial services industry that utilizes my skills, experience, and education while
challenging me and growing those skills and experience. My ideal position would allow me to manage, grow, lead and
train employees.
Work Experience:
Internal Business Development Consultant Wells Fargo Advisors, St. Louis, MO (Jan 14-P)
-Coach and train Financial Advisors in order for them to achieve personal and firm goals using best practices.
-Using leadership skills to build and maintain relationships through a earned trust that I have received from my territory.
-Work with Branch/Complex managers and the Regional President to drive the Financial Advisors in order to hit goals.
-Making proactive calls adding value to each Financial Advisor’s practice.
-Managing projects in order to increase retention within our new advisor program.
-Managing projects to strengthen relationships with engagement of financial advisors at home office events.
-Driving sales and results for different firm initiatives and new products.
-Proving creative sales ideas and strategies in order to drive sales results of my region.
-Building and maintaining incredibly close relationships with the field and becoming their key resource.
-Assisting Financial Advisors in starting their business and assistthem in becoming more efficient and productive.
-Track all conversations in Salesforce and use Salesforce to run reports to target specific goals and benchmarks.
Client Service Consultant Wells Fargo Advisors,St. Louis, MO (Aug 12-Jan 14)
-Educate Financial Advisors on lending products.
-Assist Financial Advisors in making referrals to banking products.
-Managing and building relationships with bank partners and financial advisors within my region.
-Resolving complex issues in a timely manner and under pressure from deadline.
-Working as a liaison between Wells Fargo Advisors and Wells Fargo Bank.
-Pay compensation to all Financial Advisors for making referrals for lending products using Microsoft Office, Excel, and Access.
Trading Representative Wells Fargo Advisors,St. Louis, MO (May 10-Aug 12)
-Provide support for the WFA website to clients and Financial Advisors,this includes but is not limited to FA Web Page, Turbo Tax
and Quicken downloads, Portfolios, Accounts Maintenance,Online Trading, Technical issues, Authorizations and Forms, and Trading
Advisors that were not in the office.

2. -Train representatives to take escalated issues and ensure they are successfulin their new roles .
-Review client’s portfolios on the WFA website and provide direction as needed on cost basis,estimated income, asset types,
valuations, pricing, and brokerage activity.
-Played a key role in the integration from Wachovia to Wells Fargo Advisors.
- Extended software knowledge, experience with BETA, Wisdom, Smart Station, Hogan, Excel, Quicken, TurboTax, Word, and
PowerPoint.
-Assist clients as needed with website tools such as Research Reports, Calculators, Bond Inventory,Market Commentary and Interest
Rate Tables.
Customer Information Specialist Allsup Inc., Belleville, IL (January 2008-January 2010)
-Obtained medical records and evidence to prove disability for clients for the process of SSDI.
Teller Regions Bank, Belleville, IL (August 2007-December 2007)
-Provided excellent face to face customer service to clients.
-Performed monetary transactions for basic banking functions and balanced drawers.
Education and Honors:
McKendree University,Lebanon,IL (May 2007)
B.B.A in Business Management/Economics and Finance (Double Major)
 Cumulative GPA: 3.81/4.00
 Graduated Magna cum Laude
 Presidential Scholarship
 Deans/Presidents list each semester
Internships:
 St. Elizabeth’s Hospital, Belleville, IL (January 2007-April 2007)
 Smith Barney, Shiloh, IL (August 2006-December2006)
Licenses and Certificates:
 Series 7, Series 63
 Diversity Leadership Program Graduate July 2015