Summary
Overview
Work History
Education
Skills
Hobbies and Interests
References
Timeline
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Andrew Travis Tunnell

Andrew Travis Tunnell

Cave Springs,AR

Summary

Results-oriented professional with over five years of experience in customer service and sales, alongside a strong foundation in finance. Holds FINRA SIE and Series 7 certifications, with ongoing pursuit of NASAA Series 66 certification. Proven track record in team leadership, client relationship management, and strategic sales initiatives. Dedicated to ongoing professional growth and skill enhancement.

Overview

7
7
years of professional experience

Work History

Client Services Associate

Fryer Wealth Planning
Rogers, AR
01.2024 - Current
  • Analyzed investments, markets, and economic trends to enhance understanding of client portfolios.
  • Organized scheduling for financial consultations and client meetings as well as day-to-day operations.
  • Developed and installed CRM initiatives to enhance client service and office operations
  • Processed client orders and rebalanced portfolios with Licensed FA's discretion.

Inside Sales Representative

Hilti North America
Broken Arrow, OK
09.2018 - 10.2023
  • Managed VIP and Government construction accounts from Rockies to West Coast market regions.
  • Coordinated with field sales teams to expand market share by identifying key leads, personnel, and projects.
  • Established and developed customer relationships, addressing their needs and providing tailored solutions.
  • Achieved sales targets through proactive engagement and understanding of customer business structure.

Education

Bachelor of Science - Finance

Oklahoma State University
Stillwater, OK
05.2017

Skills

  • CRM and SAP
  • Workday management
  • Microsoft Office proficiency
  • Strategic sales planning
  • Team leadership
  • Proactive problem solving
  • Interpersonal and written communication

Hobbies and Interests

  • College Sports
  • Arkansas Razorbacks & Oklahoma State Cowboys
  • Football
  • Basketball
  • Baseball
  • Outdoors
  • Bass Fishing
  • Golfing
  • River / Lake floating
  • Star Wars nerd
  • Action films
  • History / Documentaries

References

Available upon request

Timeline

Client Services Associate

Fryer Wealth Planning
01.2024 - Current

Inside Sales Representative

Hilti North America
09.2018 - 10.2023

Bachelor of Science - Finance

Oklahoma State University

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