Bobby Nunn Jr.
Canal Winchester,OH
Summary
To acquirerere a position that will allow me to utilize my portfolio management, business development, and asset management abilities.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Investment Advisor
PRIMERICA FINANCIAL SERVICES
Dublin, Ohio
01.2014 - Current
- Delivered tailored financial advice on retirement planning, estate planning, tax strategies, and insurance coverage, addressing clients' personal finance needs effectively.
- Cultivated client relationships, aligning financial strategies with individual goals and needs, resulting in increased client satisfaction.
- Conducted workshops that improved client understanding of financial literacy and investment opportunities, empowering informed decision-making.
Real Estate Agent
Exp Realty
Columbus, Ohio
12.2020 - 12.2024
- Guided clients through property buying and selling processes, ensuring informed decision-making and smooth transactions.
- Advised clients on market conditions, prices, mortgages, and legal requirements.
- Facilitated closing processes among lenders, mortgage companies, buyers, and sellers to ensure timely and efficient completions.
- Established and maintained positive relationships with banks, attorneys, mortgage lenders, and builders to enhance collaboration and client service.
Education
High School Diploma -
Calvin M. Woodward
Toledo, OH06-2001
Certification
Series 6, FINRA, 2016
Timeline
Real Estate Agent
Exp Realty
12.2020 - 12.2024
Investment Advisor
PRIMERICA FINANCIAL SERVICES
01.2014 - Current
High School Diploma -
Calvin M. Woodward