PROFESSIONAL EXPERIENCE
Confidential, Troy, MI
Associate Financial Advisor
Responsibilities:
- Served as Director of Financial Planning and focused on providing comprenehsive financial plans to counsel clients on their path to retirement
- Successfully completed 25 financial plans in 4 months with the group
Confidential, Toledo, OH
Financial Advisor
Responsibilities:
- Continued to build my financial services practice by growing my service offerings, adding disability and life insurance products to clients along with investment products and counsel
- Completed a thorough fact finding profile for each client I work with to ensure I am able to get a complete understanding of their goals and needs, and work in collaboration with my clients to create a sound financial plan free of any conflict of interest with nothing but the best interest of my clients at the heart of everything I do
Confidential, Toledo, OH
Financial Advisor
Responsibilities:
- Worked to build a financial services practice from the ground up using a strategy of solutions based sales, genuine compassion for the best interest of my clients, and a foundation of client service based on trust
- Built a practice of 35 households and $2M in assets under management
Confidential, Toledo, OH
Financial Advisor Training Program
Responsibilities:
- Earned my Series 7 and Series 66 licenses while going through the new advisor training program
- Learned grassroots sales techniques and actively prospected in the Toledo community to build a financial services practice
Confidential, Toledo, OH
Business Development Consultant
Responsibilities:
- Responsible for over 800 season ticket and group ticket accounts totaling more than $1,000,000 per season in revenue
- Managed major accounts including Confidential
