Eleanor Price
Client-focused Wealth Manager with 8+ years of experience structuring retirement portfolios, tax strategies, and estate planning for high-net-worth individuals. Managed over \$120M in client assets.
Work Experience
Carolina Wealth Partners
Senior Financial Advisor
Managed a portfolio of 85+ high-net-worth clients, collectively representing $120 Million in assets under management (AUM). Designed customized retirement and tax mitigation strategies, improving average portfolio yield by 6.5% annually. Conducted quarterly financial reviews and adjusted equity allocations based on market volatility.
Global Financial Partners
Financial Planner
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Financial
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
UNC Charlotte
Bachelor of Science in Finance & Wealth Management
Core Skills
Featured Projects
Process Optimization Initiative
Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.
Certifications & Credentials
Advanced Financial Certification
National Board of Professionals