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Candidate's Name
Street Address  Lewis DriveNyack, New York Street Address
Education: B.S. Business and Economics, with minor in accounting, SUNY Oneonta, Street Address , GPA 3.25. Investment Industry education and designations, AAMS through the American College, and completion of CFP course work, CFP Board approved sitting for the final examination. Completed studies and received licensing for New York State Real Estate salesperson, (not presently active in real estate sales.)Work History: Key Bank of New York. Vice President and Lending officer with oversight of 6 Branches in the Oneonta, New York area, Street Address  direct reports, $75 Million in deposits. Responsible for operation of the Branches in the group. Notable incidents- recovery of branches after 2 bank robberies, converting branch drive through facilities to ATMs from human staffingAXA-Equitable Advisors, LLC. Joined firm in Street Address , studied for and received General Securities Series 7 and Series 66 licenses and commenced employment with that firm. The firm was focused on Insurance and Annuity sales.LPL Financial through a Bank program at NBT Financial Services. Responsible for sales though 6 rural branches. The job required travel every day to the 6 Branches, coordinating with Bank branch managers and staff to generate commissions and fee income for the branches.Edward Jones Investments. Responsible for sales and Branch operations, one direct report and management of $40 million in assets. I navigated the market crash of 2007 through 2009 with the loss of 1 client.Ameriprise Financial, LLC. Took over an office that was being poorly serviced by another advisor and saved many client relationships that were being neglected. Left the firm in December of 2023 with the intention of retiring. After several months of retirement I decided to get back in the business if I could find the right job in the right firmCommunity Involvement and Volunteerism:United way of Delaware and Otsego County- seven year commitment in going through the officer chairs-Treasurer to President,Oneonta YMCA capital campaign team leader,Violence Intervention Program-Hotline Volunteer and Safe-House monitor,City of Oneonta Environmental Steering committee,Executive Service Corps-Volunteer of the Year 2005,Finance Council member, St. Augustine Roman Catholic Church,Financial Secretary of the St. Augustine Roman Catholic Church, Knights of Columbus Chapter,Skills: Portfolio construction based on client needs, risk tolerance and time horizon. Use of Naviplan planning software and Microsoft Office components. Development of retirement distribution schedules from tax deferred and non- deferred assets. Client interaction for development of client history and comments. Use of asset trading software for equities and fixed income assets.Respectfully,Terry WebbPHONE NUMBER AVAILABLEEMAIL AVAILABLE