ANDY Stenzel

In just 3 years, I've created a book of business north of $20 million AUM.

• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

• Business to Business sales position
• Acquiring clients through cold calling, door knocking and warm referrals through the retail banking channel
• Sold a complex suite of merchant services to business owners needing credit card processing capabilities
• Top commission earner in my territory over 3 years in a row
• Hunter mentality.