Overview
Work History
Education
Skills
Timeline
Generic

Brady Smith

Tampa,FL

Overview

9
9
years of professional experience

Work History

Inside Sales Representative

Franklin Templeton Investments
St. Petersburg, FL
09.2021 - Current
  • Answer Inbound calls from financial advisors of all channels from across the United States. Make outbound calls to schedule appointment's between external wholesalers and financial advisors.
  • Provide market updates, fund commentary, performance updates, portfolio construction, talking points, hypotheticals, fund literature, and anything a financial advisor may want or need in order to successfully sell our products to there client.
  • Very knowledgeable in ETF's, mutual funds, SMA's, tax advantaged savings plans, IRA's, portfolio construction, managing relationships, the sales process, and both RBI and wire house channels.


Waiter

Colombia Restaurant Group
Tampa, FL
05.2021 - Current

Over the top fine dinning atmosphere. Dealing with affluent clients meeting all of there needs and building lasting relationship for repeat business. The colombia restaurant is the largest Spanish restaurant in the world, and the oldest restaurant in the state of florida.

Waiter

Del Frisco's Grille
Tampa, FL
10.2020 - 02.2021

Fast-paced, very customer oriented environment in a fine dinning atmosphere. provided guests with a professional upscale dinning experience. Assisted high profile guests on a daily basis, managed relationships with existing guests as well as developing relationships with new guests. Here repeat guests are everything, and overtime i developed a relationships with my regulars on a personal basis. sold an average of $1500 per shift, most ever $3000. Had an average of 4 tables per shift.

Waiter

Captain Andersons
Panama City Beach, FL
05.2019 - 02.2020

Family owned fine dinning restaurant, fast-paced. very customer oriented. Dealt with high profile guests on a daily basis. Average of $1300 in sales per shift,

Moved from the small room in the corner to the main dinning room in 2 months. 70% of my co workers had been employed by the restaurant over 20 years. Had an average of 7 tables per shift.

Waiter

Hammerhead Fred's
Panama City Beach, FL
04.2017 - 05.2019

Fast paced, family restaurant. Not too fancy, low ticket items, but still averaged $2000 in sales per shift, had an average of 25 tables per shift.

Sales Associate

Hys Toggery
Panama City Beach, FL
04.2014 - 04.2017

Helped customers find and identify which products would be best suitable for there needs at the time. sold over $600000 worth of merchandise while employed.

General Manager

Bodyworks 24/7
Panama City, FL
12.2016 - 03.2017

Selling gym memberships, making schedules, marketing, managing and developing client relationships. i sold over 25 gym memberships a month, most ever 42, nearest employee averaged less than 10.

Education

Professional Designation - CETF®

The ETF Institute
02.2022

Professional Designation - Series 7

FINRA
01.2022

Professional Designation - Series 63

FINRA
02.2022

Certification - Securities Industry Essentials Exam

FINRA
03.2021

Diploma - Fire Fighting

Golf Coast State College
08.2015

High School Diploma -

A. Crawford Mosley High School
Lynn Haven, FL
05.2013

Skills

  • Client facing customer service experience
  • Goal orientated Sales experience
  • Great with people and helping them solve problems
  • Exceptional skills in managing customer relationships and improving them further
  • Portfolio Construction
  • Persuasive negotiator
  • Account acquisition
  • Compelling presentations
  • B2B sales
  • Territory Management

Timeline

Inside Sales Representative

Franklin Templeton Investments
09.2021 - Current

Waiter

Colombia Restaurant Group
05.2021 - Current

Waiter

Del Frisco's Grille
10.2020 - 02.2021

Waiter

Captain Andersons
05.2019 - 02.2020

Waiter

Hammerhead Fred's
04.2017 - 05.2019

General Manager

Bodyworks 24/7
12.2016 - 03.2017

Sales Associate

Hys Toggery
04.2014 - 04.2017

Professional Designation - CETF®

The ETF Institute

Professional Designation - Series 7

FINRA

Professional Designation - Series 63

FINRA

Certification - Securities Industry Essentials Exam

FINRA

Diploma - Fire Fighting

Golf Coast State College

High School Diploma -

A. Crawford Mosley High School
Brady Smith