Summary
Overview
Work History
Education
Skills
Certification
References
Work Availability
Timeline
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Allison Sawyer

Allison Sawyer

Corvallis,OR

Summary

Results-driven professional with a strong background in client relationship management, financial services, and team leadership. Possesses FINRA Series 7 and Series 63 certifications, with a proven ability to deliver exceptional service to high-net-worth clients and lead teams to exceed performance goals. Determined to exceed expectations and take on higher responsibilities.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Investment Specialist

Northwestern Mutual
Salem, OR
11.2024 - Current
  • Expertly managed client portfolios to maximize returns and maintain risk tolerances.
  • Assisted in developing financial plans and asset allocation strategies that are tailored to meet clients' needs.
  • Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
  • Coordinated efforts between internal teams and external advisors during acquisitions or divestitures.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.

HIGH NET WORTH REPRESENTATIVE

Fidelity Invesments
Salt Lake City, UT
03.2022 - 06.2024
  • Provided exceptional service and assistance to high-net-worth clients, addressing inquiries and providing support on complex service and investment needs, resulting in increased customer loyalty and retention
  • Processed customer requests, including options, equities, and mutual funds trades, and specialized monetary transactions, ensuring accuracy and efficiency in execution
  • Utilized broad-based knowledge of general financial concepts to deliver tailored solutions that align with clients' objectives and preferences
  • Collaborated with internal teams to deliver exceptional client service and resolve complex issues, while aiming to foster positive client experiences and drive business development opportunities

INTERIM STORE MANAGER

Bronxton
Sandy, UT
10.2021 - 03.2022
  • Managed daily store operations, including inventory control, scheduling, and customer service
  • Implemented new merchandising strategies to optimize store layout, drive sales, and to create a visually appealing experience for guests
  • Led a team of up to 15 sales associates to exceed sales goals and maintain high customer satisfaction
  • Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked

DENTAL HYGIENE SCHEDULER

Callforce
Lehi, UT
08.2021 - 10.2021
  • Utilized electronic health record systems such as Dentrix, Opendental, and Denticol to schedule, update, and confirm appointments for up to 15 national offices, ensuring optimal patient flow
  • Coordinated appointments and follow-ups with patients to maximize efficiency
  • Maintained positive working relationship with fellow staff and management.

MANAGER

DSW Shoes
Federal Way, WA
10.2019 - 07.2020
  • Oversaw team of up to 20 employees, ensured smooth operations, and customer satisfaction
  • Managed inventory, orders, and scheduling in a high-volume, fast-paced environment
  • Trained and coached staff on policies, procedures, and excellent customer service
  • Resolved conflicts and issues effectively, maintaining a positive work environment and productivity

Education

PSYCHOLOGY & SOCIAL WORK -

Highline College
Des Moines, WA
06.2016

Skills

  • Retirement Planning
  • Client Focused
  • Business Acumen
  • Complex Problem-Solving
  • Relationship Building
  • Account Management
  • Detail-Oriented & Analytical
  • Wealth management
  • Financial and Investment Knowledge
  • Team Leadership and Mentoring

Certification

  • FINRA Series 7
  • FINRA Series 63

References

References available upon request.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Investment Specialist

Northwestern Mutual
11.2024 - Current

HIGH NET WORTH REPRESENTATIVE

Fidelity Invesments
03.2022 - 06.2024

INTERIM STORE MANAGER

Bronxton
10.2021 - 03.2022

DENTAL HYGIENE SCHEDULER

Callforce
08.2021 - 10.2021

MANAGER

DSW Shoes
10.2019 - 07.2020

PSYCHOLOGY & SOCIAL WORK -

Highline College

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Allison Sawyer