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Financial Advisor Ceo Bakersfield, CA

SUMMARY:

  • The ability to inspire peers as well as subordinates to take ownership of their role and execute at a superior level
  • Excellent interpersonal skills allow me to analyze my audience and tailor my message in a way that truly resonates with whom I am communicating
  • Proficiently utilizes post - mortem planning in order to optimally align short term projects and goals with the company’s long-term strategy and core values
  • Attentively listens to others concerns and ideas
  • Confidently assess, neutralize, and find solutions for problems
  • Actively creates and builds long term relationships
  • Successfully learns and comprehending intricate systems quickly
  • Enthusiastically thrives in a collaborative environment
  • Cooperatively assists colleagues set and achieve goals
  • Proficiently collects, analyzes, and secures complex sensitive information
  • Creatively plans, prepares, and delivers presentations
  • Diligently sifts through high volumes of data and focus on the pertinent information
  • Effectively builds business and financial models for forecasts
  • Creatively plans, prepares, and delivers presentations

PROFESSIONAL EXPERIENCE:

Financial Advisor | CEO

Confidential, Bakersfield, CA

Responsibilities:

  • Prospecting and acquiring clients
  • Creating the strategic plan, core values, and mission for Confidential
  • Generating and Implementing the investment strategy and financial plans for clients and prospects
  • Attending networking events and utilize social media to generate meaningful business relationships
  • Frequently meeting with fund wholesalers to maintain a thorough knowledge of available investments
  • Volunteering in the community to give back and build my presence

Financial Advisor

Confidential, Bakersfield, CA

Responsibilities:

  • Managed over 30 Million dollars of investment assets
  • Ensured that client’s portfolios reflect their risk tolerance and goals
  • Built client relationships, as well as business relationships with centers of influences
  • Attended networking events, representing JP Morgan and continuing to build their brand in the community
  • Maintained a continuous pipeline in order to acquire new clients
  • Mentored and coached 6 Licensed Bankers and 6 Personal Bankers in finance and sales

Financial Solutions Advisor

Confidential, Bakersfield, CA

Responsibilities:

  • Created a sizeable network and brought in 7 Million in assets while living here just over a year
  • Identified banking opportunities for customers to consider and presented them to the customer
  • Assisted customers of Bank of America to understand investments and help them to create and implement a strategy to achieve their financial goals
  • Working with sensitive client information as well as complex proprietary computer systems
  • Built and maintained relationships in order to collaborate with other lines of business for the benefit of the clients
  • Mentored and coached 8 bankers in finance and sales practices

Financial Advisor

Confidential, Bloomington, MN

Responsibilities:

  • Prospecting for clients in a new city and successfully brought in 10 clients and 4 million in assets in the first 6 months
  • Acquired series 7 and series 66 license
  • Over 90% of the assets brought in are in Confidential ’s fee based structure
  • Optimized clients personal finances my focusing on both sides of their balance sheet, their income statement, as well as cash flow
  • Secured sensitive information for clients and firm
  • Worked with complex computer databases and software
  • Discovered customers’ needs and sourced them to the appropriate branch resource
  • Efficiently conducted transactions for customers
  • Entrusted with sensitive customer information
  • Collaborated with other departments and lines of business

Recruiter

Confidential, Rochester, MN

Responsibilities:

  • Planned, organized, and supervised 12 high profile recruiting events
  • Successfully filled targeted positions for the recruiting command; while maintaining zero attrition from recruit training
  • Researched and produced a stretching and diet program that reduced recruit attrition for the command by twenty percent
  • Earned 6 Medals and 5 Ribbons as well as 2 meritorious promotions, appointment to the All-Marine boxing team, and an honorable discharge

Chief Instructor

Confidential

Responsibilities:

  • Successfully monitored essential training for over 3000 Marines
  • Provided a training area that maintained 0 safety incidents
  • Monitored all Marines in the regiment in order to keep their qualifications current
  • Continuously updated the lesson plans to ensure compliance with Marine Corps regulations

Squad Leader

Confidential

Responsibilities:

  • Lead eight Marines in combat operations in the most dangerous areas in Afghanistan
  • Ensured all resources were available and utilized efficiently and effectively
  • Served as the senior Marine in Charge of a combat outpost jointly with Afghan Special Forces for three weeks
  • Lead my squad through countless combat missions
  • Met with Village elders building relationships to gain valuable intel
  • Trained and worked alongside Afghan Forces
  • Participated in a joint operation with U.S. Army and Afghan forces to seize the Korangal Valley from the Insurgency

Squad Leader

Confidential

Responsibilities:

  • Managed logistics for my squad during training and deployment
  • Trained eight Marines for deployment to Afghanistan
  • Ensured that my squad members were proficient tactically
  • Educated my squad in field trauma in Tactical Combat Casualty Care
  • Qualified my squad in water survival and martial arts

Machine Gunner

Confidential

Responsibilities:

  • Served as a Machine Gunner in the biggest house to house battle since Vietnam
  • Spent three months in the city of Fallujah as we took the city from multinational insurgents
  • Adapted tactically to the uniqueness of the enemy and city
  • Trained to become Special Operations Qualified for the 31st Marine Expeditionary Unit
  • Repelled from towers and Helicopters as part of Helicopter Company
  • Qualified with pistol, rifle, and machine guns
  • Learned to acclimate to harsh weather conditions during operations
  • Diligently stood security for sensitive equipment during a typhoon so it could be loaded on our ship
  • Learned Standard operating procedures for my unit
  • Prepared for my first combat tour
  • Served as a Machine Gunner in Weapons Platoon

Student

Confidential, San Diego, Ca

Responsibilities:

  • Learned military tactics and strategy
  • Studied Marine Corps history
  • Endured the most rigorous entry level training the United States Military has to offer
  • Served as a Confidential Section leader while studying at the school of infantry

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