Alyson Kreifels
Bremerton,WA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor, CRPC
Merrill Lynch
Silverdale, WA
02.2022 - Current
- Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
- Developed long-term relationships with clients by providing excellent customer service and timely follow-up.
- Assessed clients' risk tolerance levels and recommended appropriate investment products based on their individual goals.
- Explained complex concepts in an easy-to-understand manner to help educate customers about their options.
- Advised clients on retirement planning strategy such as 401, Roth IRA, ensuring compliance with federal regulations.
Personal Banker
WAFD Bank
Bremerton, WA
06.2020 - 02.2022
- Maintains ongoing customer relations and assists them with any needs that may come up as well as establishes new accounts and builds relationships with new clients.
- Processes deposits, withdrawals and cash flow as needed.
Financial Services Officer II
State Employees' Credit Union
Charlotte, NC
12.2016 - 02.2020
- Two years of mortgage origination experience and over three years experience working one-on-one with personal loans and account management.
- Including opening and closing accounts handling account transactions, and general account maintenance.
Education
Chartered Retirement Planning Counselor -
College For Financial Planning, Inc.
Englewood, CO04-2023
Bachelor of Arts (B.A.) - Entrepreneurship
Johnson & Wales University
05.2016
Skills
- Planning For Retirement
- Customer Relationship Development
- Financial Advising
- Due Diligence
- Outstanding Communication Skills
- Goal-Based Planning Tools
Certification
FINRA series 7, 66, SIE, NMLS licensed
Timeline
Financial Solutions Advisor, CRPC
Merrill Lynch
02.2022 - Current
Personal Banker
WAFD Bank
06.2020 - 02.2022
Financial Services Officer II
State Employees' Credit Union
12.2016 - 02.2020
Chartered Retirement Planning Counselor -
College For Financial Planning, Inc.
Bachelor of Arts (B.A.) - Entrepreneurship
Johnson & Wales University