Jeffrey Shaughnessy
Wealth Advisor at OND Financial Solutions- Claim this Profile
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Experience
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OND Financial Solutions
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Jun 2023 - Present
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Wealth Advisor
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Jun 2023 - Present
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Ameritas
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United States
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Insurance
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700 & Above Employee
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Financial Advisor
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Apr 2020 - Jun 2023
Our firm understands that people often worry about money. Utilizing a process focused first on listening and understanding we can instill confidence and eliminate concern for our clients and help them accomplish their financial goals and objectives, including helping them retire on their terms, funding a college education, and providing resources due to an untimely death or disability. Our firm understands that people often worry about money. Utilizing a process focused first on listening and understanding we can instill confidence and eliminate concern for our clients and help them accomplish their financial goals and objectives, including helping them retire on their terms, funding a college education, and providing resources due to an untimely death or disability.
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Heritage Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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2018 - Apr 2020
* Registered Representative of Securian Financial Services, Inc. * Securities offered through Securian Financial Services, Inc. * Member FINRA/SIPC. * Heritage Financial Services is independently owned and operated. 1010 SOUTH 120TH STREET SUITE 200 OMAHA, NE 68154 402-558-6860 * Registered Representative of Securian Financial Services, Inc. * Securities offered through Securian Financial Services, Inc. * Member FINRA/SIPC. * Heritage Financial Services is independently owned and operated. 1010 SOUTH 120TH STREET SUITE 200 OMAHA, NE 68154 402-558-6860
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Bes-Tech, Inc.
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United States
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Industrial Machinery Manufacturing
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1 - 100 Employee
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Sales Director
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Nov 2015 - Oct 2017
• Created, managed and maintained over 700K portfolio • 100 weekly prospecting cold calls for outside sales within designated territory • Outside sales rep for all of Northern California & Washington State • Built book of business from scratch for Mechanical Contractors, ESCO Companies, & Fortune 500 Companies within designated territory • Coordinate the sales transaction of high dollar equipment and labor sales between Bes-Tech Staff & Mechanical… Show more • Created, managed and maintained over 700K portfolio • 100 weekly prospecting cold calls for outside sales within designated territory • Outside sales rep for all of Northern California & Washington State • Built book of business from scratch for Mechanical Contractors, ESCO Companies, & Fortune 500 Companies within designated territory • Coordinate the sales transaction of high dollar equipment and labor sales between Bes-Tech Staff & Mechanical Contractors Show less • Created, managed and maintained over 700K portfolio • 100 weekly prospecting cold calls for outside sales within designated territory • Outside sales rep for all of Northern California & Washington State • Built book of business from scratch for Mechanical Contractors, ESCO Companies, & Fortune 500 Companies within designated territory • Coordinate the sales transaction of high dollar equipment and labor sales between Bes-Tech Staff & Mechanical… Show more • Created, managed and maintained over 700K portfolio • 100 weekly prospecting cold calls for outside sales within designated territory • Outside sales rep for all of Northern California & Washington State • Built book of business from scratch for Mechanical Contractors, ESCO Companies, & Fortune 500 Companies within designated territory • Coordinate the sales transaction of high dollar equipment and labor sales between Bes-Tech Staff & Mechanical Contractors Show less
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ReCell Mobile
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United States
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Owner
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Jul 2012 - Aug 2015
■ Managed the sales force ■ Managed 1million dollar portfolio over the life of the business ■ Managed & executed all ownership operations ■ Marketing and advertising ■ Ordered and maintained all inventory ■ Managed the sales force ■ Managed 1million dollar portfolio over the life of the business ■ Managed & executed all ownership operations ■ Marketing and advertising ■ Ordered and maintained all inventory
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Sales Rep & Project Manager
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Oct 2010 - Feb 2012
• 75 weekly prospecting cold calls for outside sales in Omaha • Established and maintained accounts from Builder’s, Contractor’s, & Retail Customers. • Created and maintained personal relationships with clients in order to aid the purchase transactions of high dollar masonry sales • Managed, executed, and delegated masonry work to contractors • Managed sales of all Outdoor Living product lines • 75 weekly prospecting cold calls for outside sales in Omaha • Established and maintained accounts from Builder’s, Contractor’s, & Retail Customers. • Created and maintained personal relationships with clients in order to aid the purchase transactions of high dollar masonry sales • Managed, executed, and delegated masonry work to contractors • Managed sales of all Outdoor Living product lines
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Sales Manager
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Jul 2009 - Jun 2010
• Developed and maintained customer relationships • Business growth through generating revenue in unique & creative ways • Managed all cash transactions • Established scheduling for all employees • Delegated tasks for advancement of business structure • Developed and maintained customer relationships • Business growth through generating revenue in unique & creative ways • Managed all cash transactions • Established scheduling for all employees • Delegated tasks for advancement of business structure
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Education
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Oral Roberts University
Bachelor's degree, Business Administration and Management, General -
Bond University
Business Management -
Point Loma Nazarene University
Business Management