Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Amanda Robson

Mt. Vernon,OH

Summary

At FFL, I empowered clients through education on financial topics, significantly enhancing their decision-making and product uptake. My strategic business planning and risk assessment skills, combined with exceptional customer service and relationship-building abilities, drove compliance and growth.

Professional in financial services with strong background in client relations, investment strategies, and financial planning. Demonstrates collaborative approach and adapts to changing needs to achieve results. Skilled in risk assessment, portfolio management, and customer service. Reliable team player with focus on delivering tailored financial solutions.

Overview

2
2
years of professional experience

Work History

Financial Representative

FFL
01.2023 - Current
  • Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
  • Conducted risk assessments for client portfolios to align with their risk tolerance and financial goals.
  • Enhanced client understanding of financial products through detailed explanations, increasing product uptake.
  • Created and implemented business and marketing plans to drive growth.
  • Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.

Education

High School Diploma -

Jonathan Alder
Plain City
06-2009

Skills

  • Customer service
  • Relationship building
  • Appointment scheduling
  • Payment processing

Interests

  • Passionate about balancing physical health with mental and emotional wellness
  • Photography
  • Personal Development and Self-Improvement
  • Hiking
  • Baking
  • Music
  • I enjoy helping others and giving back to the community

Timeline

Financial Representative

FFL
01.2023 - Current

High School Diploma -

Jonathan Alder
Amanda Robson