Blane Nauck
Houston,TX
Summary
Dynamic professional with a proven track record at NYLIFE Securities LLC, excelling in client relationship management and investment strategy development. Adept at leveraging analytical skills to enhance portfolio performance and drive sales growth. Recognized for fostering strong client loyalty while ensuring regulatory compliance and delivering tailored financial solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Registered Representative
NYLIFE Securities LLC
12.2022 - Current
- Collaborated with internal departments such as compliance and operations to address any concerns or issues impacting client accounts, ensuring a seamless customer experience.
- Conducted comprehensive investment research to make informed recommendations for client portfolios, resulting in better-informed decision-making processes.
- Demonstrated thorough knowledge of various investment products by staying current with industry developments, allowing for confident guidance in product selection for clients'' specific needs.
- Identified potential new sources for business through cold calling approximately 50 leads per day.
- Executed timely trades on behalf of clients, helping them capitalize on market fluctuations and maximize returns on investments.
- Shared details regarding financial products and services with clients.
- Assisted clients in developing long-term financial goals by creating customized wealth management plans based on their individual risk tolerance and objectives.
Advisor
State Farm
11.2020 - 10.2022
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
Lab Technician
RiceTec
03.2017 - 10.2020
- Maintained documentation on tests performed in lab.
- Maintained a safe and organized laboratory environment, adhering to strict safety protocols.
- Maintained safe, tidy and organized laboratory environment for accurate test results.
- Conducted routine quality control checks to ensure accurate test results and maintain laboratory standards.
- Prepared reagents, media and solutions to use for laboratory testing and analysis.
- Performed testing and quality control using approved laboratory procedures and instrumentation.
- Trained new laboratory personnel to apply proper laboratory techniques and best practices.
- Tracked collected specimens by initialing, dating, and noting times of collection.
Land Surveyor
Pro Surv
02.2015 - 02.2017
- Used Trimble and AutoCAD to create detailed maps from raw field data.
- Performed field calculations to complete assessments.
- Conducted topographic surveys to assist in the design of infrastructure improvements.
- Improved land survey accuracy by implementing advanced GPS and GIS technologies.
Education
CFP - Financial Planning
American College of Financial Services
New York, NYChFC - Financial Planning
American College of Financial Services
New York, NYFSCP - Financial Planning
American College of Financial Services
New York, NY07.2025
Associate of Science - Business
Alvin Community College
Alvin, TX06.2015
Skills
- Customer service and support
- Client relationship management
- Sales development and growth
- Analytical skills
- Negotiation techniques
- Financial services expertise
- Portfolio and account management
- Technological proficiency
- Regulatory compliance
- Sales forecasting and strategy
- Risk assessment and management
- Estate and retirement planning
- Investment strategy development
- Market research proficiency
- Insurance solutions expertise
- Client interviewing skills
- Business solicitation strategies
Certification
Series 6,
Series 63,
SIE,
Life and health insurance license,
FSCP
Timeline
Registered Representative
NYLIFE Securities LLC
12.2022 - Current
Advisor
State Farm
11.2020 - 10.2022
Lab Technician
RiceTec
03.2017 - 10.2020
Land Surveyor
Pro Surv
02.2015 - 02.2017
CFP - Financial Planning
American College of Financial Services
ChFC - Financial Planning
American College of Financial Services
FSCP - Financial Planning
American College of Financial Services
Associate of Science - Business
Alvin Community College
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