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Financial Advisor Resume

Brentwood, TN


Financial Advisor

Confidential, Brentwood, TN

  • Obtained FINRA series 7 and 63 securities licenses
  • Obtained Life, Accident & Health Insurance Producer License from the State of Tennessee
  • Initiated sales cycle by prospecting and public speaking, created over 1000 new prospects
  • Consulted and motivated clients, empowered them to take initiative
  • Determined clients’ current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance to develop a financial plan and enhance customer service


Confidential, TN

  • Achieved a seven - year average of outperforming the Dow by 2.67% annually
  • Evaluated market news, reacted to automated stock ticker alerts and analyzed market trends
  • Utilized data analysis to review stock market performance and evaluate investment risk
  • Focused on portfolio diversification to lower impact of isolated sector fluctuations
  • Excellent with computer programs including Excel for tracking trades and market history

Raw Products Buyer

Confidential, New Era, MI

  • Lead manager of the purchasing department
  • Managed supply chain of all produce products purchased (240,000+ lbs. daily)
  • Held department purchasing costs below competition by at least $0.50 cwt.
  • Improved the business process by implementing a new and more accurate inventory management system
  • Served as a team leader who oversaw ten people including two supervisors
  • Collaborated with growers and brokers regarding future procurements and contracts
  • Negotiated price increase of apple slurry sales year over year
  • Forecasted national crop size, quality and price of all perishable products purchased
  • Participated in trade shows, build company image and add new growers to purchasing network
  • Reviewed/monitored state/federal regulations regarding traceability of all products handled in the processing plant from fruit grower to retailer
  • Worked with Food and Drug Administration to ensure food safety

Owner and Managing Partner

Confidential, Casnovia, MI

  • Operations manager of apple, peach, cherry, and nectarine grower/packing house
  • Oversaw 1,000 acres of produce that generated over 2 million in revenues annually
  • Controlled packinghouse, inventory and shipping (2,000 units/80,000+ lbs. a day) of produce
  • Negotiated pricing of all products with brokers
  • Managed 150 people during peak fall harvest
  • Reviewed/monitored state/federal regulations regarding chemical application in farming industry to insure proper compliance
  • Maintained close working relationship with U.S. Apple Association, Michigan Apple Committee and Michigan Agricultural Cooperative Marketing Association
  • Represented the U.S. apple association in Washington DC, met with U.S. Senators and Representatives to advocate on behalf of the apple industry on issues such as the Farm Bill, agriculture labor reform, foreign trade, research programs, and nutritional programs
  • Worked with United States Department of Agriculture and Michigan Department of Agriculture


  • Capability to configure computer hardware/software and integrate new components
  • Proficient in Word, Excel, Power Point, Nielsen, IRI, Apollo, Unison, and QuickBooks

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