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Click here or scroll down to respond to this candidateCandidate's Name
Vice-President - Financial Advisor - QA3 Financial AdvisorsOmaha, NE Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEOver 30 years of experience developing financial plans, selling financial service products, and overseeing wealth management. Demonstrates strong ability to establish new accounts and lasting relationships with clients. Developed hundreds of new accounts, while managing $50 million of assets. Generated annual gross commissions of $300,000-$400,000. Maintained high client retention. Work ExperienceSecurity GuardThe Salvation Army - Omaha, NEOctober 2020 to PresentServe and protect residents and visitors. Take charge of evacuations during fires and tornadoes. Fire Watch at UNMCSodexoMarch 2019 to PresentVisit various construction sites, check for any problem, scan and enter into log book. Vice-President - Financial AdvisorQA3 Financial Advisors2004 to PresentMoved from large national firm to smaller local firm to provide clients with more personal attention. Able to provide more product diversification for mature clients and those entering retirement. Non medical home caregiverCaring For People, Children's Square, Touching Hearts January 2012 to March 2019Provide personal home care for elderly and disabled clients--such as light cleaning,run errands, fix meals etc.Nutrition AssistantRalston Public Schools Omaha Public SchoolsJanuary 2012 to March 2019Prepare and service lunches for students.Vice-President - Financial AdvisorSmith Barney1978 to 2004Top 10 Mutual Funds Salesman President's Club, yearly for many mutual funds companies Mutual fund coordinator, liaison between investment companies and sales force Financial AdvisorA. G. Edwards - Omaha, NE1976 to 1978sell financial services and insurance productsInsurance AgentMFA Insurance Co1974 to 1976Assistant Purchasing AgentMutual Protective Insurance CoOctober 1970 to June 19741970-1974Policy Service and PurchasingEducationB.A. in Liberal ArtsUniversity of Nebraska at Omaha - Omaha, NE1970Creighton Prep High School - Omaha, NE1966Skills Customer Service Financial Planning (10+ years) Senior Care Purchasing (1 year) Financial Analysis Financial Management (10+ years) Caregiving (4 years) Financial Report Writing Financial Modeling Home Care (2 years) Insurance Sales (10+ years) ForecastingCertifications and Licensesdriver's licenseMay 1966 to May 2021Nebraska operator licenseCPR CertificationJanuary 2021 to May 2021StandardFirst Aid CertificationJanuary 2021 to May 2022StandardAssessmentsFiling & organization FamiliarSeptember 2021Arranging and managing information or materials using a set of rules Full results: FamiliarIndeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.Additional InformationI am old school: dependable, reliable, prompt, honest, ethical, hard working, mature, experience, open minded, team player, no drama, willing to learn, asset to employer. |
