Austin Shorr
Fort Lauderdale
Summary
Detail-oriented financial services representative with proven success in developing tailored investment strategies and building strong client relationships. Skilled in prospecting and lead generation to drive business growth.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Financial Services Representative
The GMS Group
Boca Raton, FL
07.2025 - Current
- Developed tailored investment strategies for high-net-worth clients to optimize portfolio performance.
- Built and maintained strong client relationships through regular communication and support.
- Conducted comprehensive financial reviews to assess portfolio performance and risks.
- Facilitated new client onboarding process and investment account setup.
- Executed 500+ outbound prospecting calls daily to identify qualified prospects, schedule financial planning consultations, and build a personal book of business.
Fixed Income Trading Assistant
The GMS Group
Boca Raton, FL
08.2023 - 06.2025
- Utilized advanced trading platforms for real-time monitoring of bond markets, ensuring timely decision-making.
- Supported back office operations by accurately reporting trade details, promoting transparency and compliance with regulations.
- Streamlined trade execution processes, improving speed and accuracy while minimizing errors.
- Assisted traders in managing corporate, municipal, Treasury, and agency bond transactions while maintaining accurate trade records and regulatory compliance.
- Maintained and reconciled trade blotters, ensuring accuracy across trading systems and timely execution of client transactions.
Public Adjuster
Atlantic Coast Public Adjusters
Miami, FL
05.2020 - 05.2023
- Evaluated property damage claims to determine accurate settlement options.
- Negotiated with insurance companies to secure maximum compensation for clients.
- Streamlined communication between all parties involved in the claims process, ensuring accurate information exchange and swift resolution times.
- Built strong relationships with clients, providing excellent customer service throughout the claims process.
- Maximized client satisfaction by acting as a liaison between policyholders and insurance companies.
Sales Associate
Kevins Sporting Goods
Tallahassee, FL
10.2017 - 02.2020
- Delivered exceptional customer service in a luxury retail environment, building long-term relationships with collectors, sport shooters, and enthusiasts.
- Processed firearm sales accurately, including required documentation and background check procedures.
- Consistently exceeded individual sales goals through consultative selling and personalized recommendations.
- Provided concierge-level service to clients, guiding high-value purchases through expert consultation and exceptional attention to detail.
Skills
- Financial Planning & Analysis
- Customer relationship management
- Prospecting & Lead Generation
- Attention to Detail
- Time Management
- Professional Presentation Skills
- Financial Planning Software
Certification
- FINRA Series 7 – General Securities Representative License
- FINRA Series 63 – Uniform Securities Agent State Law Examination
Timeline
Financial Services Representative
The GMS Group
07.2025 - Current
Fixed Income Trading Assistant
The GMS Group
08.2023 - 06.2025
Public Adjuster
Atlantic Coast Public Adjusters
05.2020 - 05.2023
Sales Associate
Kevins Sporting Goods
10.2017 - 02.2020