Nathan McKearney

Associate Financial Advisor at Atlantic Planning Group, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Series 66 – Uniform Combined State Law
    FINRA
    Feb, 2022
    - Nov, 2024
  • Series 63 – Uniform Securities Agent State Law
    FINRA
    Dec, 2021
    - Nov, 2024
  • Series 7 – General Securities Representative
    FINRA
    Nov, 2021
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    National Insurance Producer Registry
    Sep, 2021
    - Nov, 2024
  • Securities Industry Essentials® (SIE®)
    FINRA
    May, 2021
    - Nov, 2024
  • Chartered Financial Analyst Level 1
    CFA Institute
    Feb, 2021
    - Nov, 2024

Experience

  • Atlantic Planning Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Financial Advisor
      • Aug 2021 - Present

      Providing comprehensive support for Financial Advisors in building client financial plans and identifying opportunities to achieve our clients’ objectives. Achievements and contributions include: • Promoted from New Business Specialist to Associate Financial Advisor upon successful completion of training and development programs. • Contributed to 19% firm revenue growth by reviewing financial plans and delivering customized financial products and services that meet client needs. • Monitoring and analyzing market conditions, trends and risks to advise on portfolio allocations and propose changes. • Developing trusted relationships with clients in order to gather relevant information for financial planning purposes.

  • Davio's Northern Italian Steakhouse
    • United States
    • Food and Beverage Services
    • 100 - 200 Employee
    • Assistant General Manager
      • Nov 2018 - Aug 2021

      In this role, my scope of work included lead payroll management, financial statement analysis, trend analysis and designing cost control methods to meet budget expectations. My proudest achievements are: • Attained more than 15% sales growth by conducting employee training and enhancing client acquisition. • Increased employee base by 30% to align business needs with required staffing levels, and subsequently maintaining a 7% labor cost by monitoring financial statements • Received promotion from restaurant manager to assistant general manager for exemplary performance.

  • Holt Renfrew
    • Canada
    • Retail
    • 700 & Above Employee
    • General Manager
      • Jul 2016 - Oct 2018

      In this multi-operational role, my responsibilities included leading a team of more than 30 employees and supervisors. I assembled and analyzed sales projections, researched business trends and local events to appropriately construct employee schedules, while controlling labor costs to meet budget expectations. Here's a list of my most valuable contributions: • Through market trend analysis, designed and updated product menus, utilizing strong vendor relationships which resulted in a 10% increase in profits. • Administered operational and service activities for three divisions within the restaurant services department, totaling $3.5M in revenue. • Amplified catering sales by 12% annually through marketing and client acquisition programs.

  • Service Inspired Restaurants (SIR Corp.)
    • Canada
    • Restaurants
    • 400 - 500 Employee
    • Service Manager
      • Mar 2015 - Jul 2016

      My role as Service Manager required extensive client outreach to amplify our restaurant brand and increase revenue. This included leading an in-house marketing team, focused on designing and executing interactive events within a set geographic area. Additionally, I reviewed monthly financial statements to assess the current financial condition of the restaurant services department. This included analysis of monthly, quarterly and year-to-date revenue and expenses, prior year comparatives as well as budget alignments.My contributions under this role are:• Spearheaded marketing team for designing and executing interactive events to create brand awareness and connect with local clients.• Aligned business needs with required staffing levels by conducting employee interviews, hiring, and training• Devised cost control methods for labor and inventory to meet budget expectations.• Achieved 30% increase in alcohol sales by arranging social events.

    • Shift Supervisor
      • Sep 2013 - Mar 2015

      Here, I regulated workflow and delivered top-tier service by planning, developing, and executing multiple techniques. Additionally, I reviewed weekly payroll processing systems to ensure timely and accurate processing of payroll transactions including salaries, benefits, gratuities, taxes, and other deductions.Accomplishments during this role are:• Provided advisory support to management in maintaining beverage inventory and cocktail costing.• Developed applicable service skills by completing management training offered by SIR Corp.

Education

  • University of Prince Edward Island
    Bachelor of Arts (B.A.), Psychology and Sociology

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