Summary
Overview
Work History
Education
Certification
Timeline
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Andy Godwin

Andy Godwin

Phoenix,AZ

Summary

I am an extremely motivated individual with a passion for developing my professional and leadership skills. Experienced with financial analysis, portfolio management, and investment strategies. Strong understanding of risk assessment and client relationship management to drive financial success.

Personable candidate committed to helping clients meet financial goals. Experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Investment Consultant

Charles Schwab & Co
01.2025 - Current
  • Delivered informative and engaging presentations to prospective clients, showcasing the firm''s expertise in wealth management, investment advisory services, and other resources available to help the client reach their financial goals
  • Collaborated with Financial Consultants to identify new business opportunities
  • Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
  • Implement effective sales processes to uncover client's needs, pain-points, and concerns in order to provide solutions creating new business
  • Perform portfolio reviews to evaluate their current situation & risk tolerance to recommend changes to their strategy and help them reach their financial goals

Trader Services

Charles Schwab & Co
07.2024 - 01.2025
  • Work with brokerage clients as the subject matter expert in equities, foreign exchange, and derivatives
  • Championed continuous learning initiatives within the team to stay abreast of industry developments and improve skill sets.
  • Cultivated deep understanding of regulatory requirements to ensure compliance in all trades.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

Client Relationship Specialist

Charles Schwab & Co
01.2024 - 04.2024
  • Partner with the Branch Manager and sales staff with meeting our clients’ needs
  • Organize and manage the processing of all forms and correspondence for Financial Consultants’ clients
  • Work with multiple Financial Consultants with operational activities to support their sales efforts to allow them more time with clients
  • Collaborate with other CRS’ to support the goals of the branch

Brokerage Services

Charles Schwab & Co
01.2023 - 07.2024
  • Directly interact with a variety of clients through inbound calls & emails regarding trading and account inquiries
  • Maintain knowledge from across multiple business units including retirement services, move-money transactions, trading & account operations
  • Perform at a high-level to meet quality goals set by myself and management in order to meet expectations of our clients and business needs

Assistant Property Manager

Mark-Taylor
10.2021 - 12.2022
  • Provide weekly & monthly in-depth reports on community financials & leasing statistics
  • Ensure resident experience is unmatched by providing world-class customer service
  • Track and manage rental pricing to determine the optimal rates for our leases
  • Accurately manage the input of rent payments, move-ins, move-outs, cancellations, and financial preparation

Assistant Property Manager

Broadmoor63
01.2021 - 10.2021
  • Coordinate, train & mentor new leasing professionals in our communities leasing processes
  • Analyze market data and trends to create strategies that increase the occupancy of the community
  • Oversee all of the accounting for the property to make sure community bills are paid/received on time through Yardi Systems & perform regular check deposits through Yardi CheckScan

Leasing Professional

Broadmoor63
01.2020 - 12.2020
  • Played a lead role for the lease-up of Broadmoor’s newest & most luxurious community
  • Recognized as the top leasing professional in all of Broadmoor’s 30 communities

Leasing Professional

Aksarben Village by Broadmoor
09.2017 - 12.2019
  • Ask open-ended questions to better understand how I can help better meet the prospect’s needs and close the sale
  • Recognized as top leasing professional at Broadmoor in 2019 for outstand sales results

Education

Bachelor - Business Admin

University of Nebraska - Lincoln
01.2016

Certification

Series 7

Series 63

Series 66

Life & Health Insurance License

Timeline

Investment Consultant

Charles Schwab & Co
01.2025 - Current

Trader Services

Charles Schwab & Co
07.2024 - 01.2025

Client Relationship Specialist

Charles Schwab & Co
01.2024 - 04.2024

Brokerage Services

Charles Schwab & Co
01.2023 - 07.2024

Assistant Property Manager

Mark-Taylor
10.2021 - 12.2022

Assistant Property Manager

Broadmoor63
01.2021 - 10.2021

Leasing Professional

Broadmoor63
01.2020 - 12.2020

Leasing Professional

Aksarben Village by Broadmoor
09.2017 - 12.2019

Bachelor - Business Admin

University of Nebraska - Lincoln

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