Hi, I’m
Anh Le
Seattle,WA
Summary
Highly motivated Financial Advisor with expertise in educating clients on investment strategies, retirement planning, and financial planning. Demonstrated success in helping clients achieve their financial goals through sound advice and effective portfolio management. Committed to staying up-to-date with industry trends and regulations to provide relevant and beneficial guidance to clients.
Overview
9
years of professional experience
1
Certification
Work History
American Family Insurance
Financial Advisor/Insurance Agent
03.2022 - Current
Job overview
- Analyzed clients' financial situations, including income, expenses, assets, liabilities, and tax status to develop personalized recommendations
- Developed detailed investment portfolios based on clients' objectives and market research to optimize returns while managing risk
- Educated clients on different investment options such as stocks, bonds, mutual funds, ETFs, annuities, and retirement accounts
- Conducted thorough analysis of insurance policies (life insurance, disability insurance) to ensure adequate coverage for clients' protection needs
- Served as a trusted advisor for retirement planning, including Social Security optimization and withdrawal strategies from retirement accounts
- Developed and maintained relationships with clients to understand their insurance needs and provide appropriate coverage solutions
- Analyzed client's current insurance policies and identified gaps in coverage, recommending additional policies or changes to existing ones
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
JPMorganChase/KeyBank
Private Client Banker
09.2019 - 03.2022
Job overview
- Managed a portfolio of high net worth clients, providing personalized financial advice and solutions
- Identified opportunities to cross-sell banking products and services to existing clients, leading to an 16% increase in revenue
- Provided comprehensive financial analysis and recommendations to clients based on their individual needs and goals
- Collaborated with internal teams such as wealth management, mortgage lending, and business banking to deliver integrated solutions for clients
- Conducted regular reviews of client accounts to ensure compliance with regulatory requirements and identify potential risks or issues
- Assisted clients with account opening, closing, and maintenance processes while ensuring adherence to bank policies and procedures
- Educated clients on various banking products including checking accounts, savings accounts, loans, credit cards, and investment options
Starbucks
Head Barista
06.2016 - 09.2020
Job overview
- Led a team of 12 baristas in providing exceptional coffee and beverage service to customers
- Developed and implemented new training program for barista staff, resulting in improved consistency and quality of drinks
- Created innovative drink recipes and seasonal menu offerings, increasing customer satisfaction and sales
- Managed inventory levels, ensuring an adequate supply of coffee beans, milk, syrups, and other ingredients
- Maintained cleanliness and organization of the coffee bar area according to health code standards
Education
WGU
Bachelor of Science from Accounting
Skills
- Portfolio Management
- Financial Analysis
- Journal Entries
- Market Research
- Insurance Sales
- Forecasting
- Accounting
- Underwriting
- Accounts Receivable
- General Ledger Accounting
- Risk Management
Certification
- Series 6
- Series 63
- Insurance Producer License
- Certified Notary Public
- Property & Casualty License
- FINRA License
- Life & Health Insurance License
- Food Handler Certification
Personal Information
Willing To Relocate: Anywhere
Timeline
Financial Advisor/Insurance Agent
American Family Insurance
03.2022 - Current
Private Client Banker
JPMorganChase/KeyBank
09.2019 - 03.2022
Head Barista
Starbucks
06.2016 - 09.2020
WGU
Bachelor of Science from Accounting
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