Experience

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  TradePMR

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Securities Trader

    • Mar 2015 - Present

  • Relationship Manager

    • Mar 2015 - Present

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  Farm Bureau Financial Services

  • Lawrence, Kansas Area

  • Insurance Agent

    • Feb 2014 - Sep 2014
    • Lawrence, Kansas Area

    My agency focused on providing outstanding service and superior coverage to each and every one of our clients. We helped them identify their individual insurance needs in order to develop the most comprehensive, cost-effective solution.

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  VALIC

  • Financial Advisor

    • Jan 2011 - Jan 2014

    Licenses- Series 7, Series 66, Series 31, Kansas Life and Health Insurance Licenses, Illinois Life and Health Insurance LicensesManaged a portfolio of 900 clients and $24 million in client assetsPartnered with educators and healthcare professionals to assist them with planning for their retirementBuilt client and asset acquisition through referrals, prospecting, seminars, and networkingConducted financial needs analysis and recommend appropriate products to meet client needsMaintained client confidentiality while handling secure financial and personal information

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  Chase Bank

  • Springfield, Illinois Area

  • PERSONAL BANKER

    • Nov 2009 - May 2010
    • Springfield, Illinois Area

    Licenses- Series 7, Series 66, Series 31, Illinois Life and Health Insurance LicensesApplied market and securities knowledge to promote, sell, and refer products and servicesBuilt and maintained relationships with clients and provided product recommendations appropriate to meet client needsProvided customer issue resolution, research and inquiries

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  Chase Investment Services Corp

  • Springfield, Illinois Area

  • FINANCIAL ADVISOR ASSOCIATE

    • Aug 2008 - Nov 2009
    • Springfield, Illinois Area

    Licensed Financial Advisor- Series 7, Series 66, Series 31, Illinois Life and Health Insurance LicensesConducted financial needs analysis and recommended appropriate products to meet client needsBuilt and maintained client bases, kept current client plans up-to-date, and recruited new clientsMaintained client confidentiality while handling secure financial and personal information

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  Morgan Stanley

  • Springfield, Illinois Area

  • FINANCIAL ADVISOR

    • Jul 2003 - Aug 2008
    • Springfield, Illinois Area

    Licensed Financial Advisor- Series 7, Series 66, Series 31, Illinois/Missouri Life Insurance LicensesManaged more than $20 million in client assetsPlanned and implemented financial education seminars for current and prospective clients Budgeted for educational seminar and marketing expenses on a quarterly basis

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  Cardinal Building Materials

  • SPRINGFIELD BRANCH MANAGER

    • Mar 2002 - Jul 2003

    Responsible for all aspects of branch operations including inventory, receiving, returns, special orders, transfers, and vehicle and building maintenanceHelped Springfield branch generate $6 million in annual sales Implemented yearly budget plan for branch building and vehicle repairs and maintenance Worked closely with customer accounts and outside sales representative to ensure satisfaction and proper follow-upSupervised staff of eight, personnel assignments and performance

  • INSIDE SALES REPRESENTATIVE

    • Oct 1998 - Mar 2002

    Responsible for handling customer calls, preparing and processing sales orders for all materialsExperience with inside sales of siding, replacement windows, steel entry doors and other building material accessoriesHandled accounts receivable and worked with cash recap

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  Rutledge Youth Foundation

  • CASE MANAGER

    • Mar 1997 - Oct 1998

    Responsible for managing caseload of 10 clients for a non-for-profit youth foundationLiaison between clients and Illinois Departments of Children and Family Services and CorrectionsResponsible for preparing and filing court reportsWorked with variety of social service organizations to secure aid, assistance and employment for clients

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  Kemmerer Village

  • CHILD CARE COUNSELOR

    • Sep 1996 - Mar 1997

    Counseled children ages 8-18 on daily basis in a residential group homeResponsible for preparing and submitting Medicaid billings for counseling on behavioral,personal and family issues