Benjamin Cobb
Troy,MI
Summary
Dynamic Financial Advisor with a proven track record at Equitable, adept in investment advice and excelling in relationship building. Successfully managed diverse portfolios, maximizing returns with strategic risk assessment. Leveraged sales expertise and investment planning skills to meet client goals, demonstrating a commitment to financial excellence and client trust.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable
06.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Day Trader
Self Employed
01.2016 - 04.2021
- Managed risk effectively using proper position sizing techniques relative to account equity size.
- Managed a diverse portfolio of stocks, options, bonds, and other securities to maximize returns.
- Evaluated macroeconomic factors affecting market sectors for strategic positioning within the broader financial landscape.
- Analyzed market trends for informed decision-making and improved portfolio performance.
Pipe Layer
DPW And Sons
03.2017 - 03.2020
- Maximized team performance by providing mentorship and guidance to less experienced crew members, fostering a culture of learning and growth.
- Expedited project timelines by quickly adapting to changing job requirements and adjusting workflows accordingly.
- Assembled and installed underground pipe, fittings, and valves of various sizes.
- Used hand signals to direct equipment operators and alert to hazards.
Education
BBA - Finance
University of Michigan - Flint
Flint, MINo Degree - Engineering
Oakland University
Rochester, MISkills
- Emoney Planning Software
- Salesforce CRM
- Asset Map Software
- Portfolio Managment
- Long Term Care Planning
- Client Relations
Certification
- Series 7
- Series 66
- LAH
- VLA
- SIE
Timeline
Financial Advisor
Equitable
06.2021 - Current
Pipe Layer
DPW And Sons
03.2017 - 03.2020
Day Trader
Self Employed
01.2016 - 04.2021
BBA - Finance
University of Michigan - Flint
No Degree - Engineering
Oakland University
- Series 7
- Series 66
- LAH
- VLA
- SIE
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