Experience

The Middlefield Banking Company

• United States
• Banking
• 1 - 100 Employee

• Financial Advisor

  • Aug 2018 - Present

  - Identified new opportunities with branch staff to grow investments from zero dollars in 2018 to over 18million dollars in assets under management in 2022 - Organize meetings with new and established clients to help determine and achieve their financial goals - Profile and analyze client’s current financial situation and develop customized strategies - Identified new opportunities with branch staff to grow investments from zero dollars in 2018 to over 18million dollars in assets under management in 2022 - Organize meetings with new and established clients to help determine and achieve their financial goals - Profile and analyze client’s current financial situation and develop customized strategies



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Prudential Advisor

  • Jul 2017 - Aug 2018

  - Developed product knowledge and sales experience while offering appropriate insurance and investment products to help clients meet their financial goals - Assisted clients using fee-based financial planning, insurance for business needs, or estate planning needs - Made the necessary adjustments in the policyholder’s portfolio processing loans, changes in beneficiary, claims, policy options, and explain to customers the effect of these transactions - Developed product knowledge and sales experience while offering appropriate insurance and investment products to help clients meet their financial goals - Assisted clients using fee-based financial planning, insurance for business needs, or estate planning needs - Made the necessary adjustments in the policyholder’s portfolio processing loans, changes in beneficiary, claims, policy options, and explain to customers the effect of these transactions



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Financial Advisor

  • Feb 2017 - Jul 2017

  - Provided investment and insurance solutions to customers based on a comprehensive financial planning approach that incorporated all assets, goals, time horizon and risk tolerances - Coached branch staff to better profile customers to identify short-term and long-term goals and provided appropriate solutions as needed - Problem solved for clients by researching and proposing educated financial strategies which lead to long lasting, value based client relationships - Provided investment and insurance solutions to customers based on a comprehensive financial planning approach that incorporated all assets, goals, time horizon and risk tolerances - Coached branch staff to better profile customers to identify short-term and long-term goals and provided appropriate solutions as needed - Problem solved for clients by researching and proposing educated financial strategies which lead to long lasting, value based client relationships



FirstMerit Bank

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Apr 2001 - Feb 2017

  - Increased revenue from $60,000 to $300,000 within 3 years averaging an increase of $25,000 per month- Facilitated problem resolutions while demonstrating commitment to quality - Identified trends negatively impacting customers financial portfolios and properly analyzed root causes while recommending growth strategies

• Sales Support Partner

  • Oct 1999 - Apr 2001

• Personal Banker

  • Apr 1996 - Oct 1999

• Bank Teller

  • Dec 1991 - Apr 1996