Brandon Cutler
Financial Advisor
Overland Park,KS
Summary
Financial Professional with seven years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and adding value to organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction on the personal finance and corporate level.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
Investment Solutions Representative
Fidelity Investments
Westlake, TX
01.2016 - 03.2017
- Certifications: Series 66
- Acquired new assets to the firm through fostering new relationships with prospects and existing customers on Fidelity’s retail platform
- Effectively implemented the foundations of the Consultative Strategies and Solutions Call Model to provide guidance and needs based solutions to customer’s investment accounts
- Top 1% in business goals (household acquisition, development, and customer experience index) metrics for Q4 of 2016
- COTM Winner for the month of January for 2017
- COTQ Winner for Q1 of 2017
Financial Representative
Fidelity Investments
Westlake, TX
06.2015 - 12.2015
- Certifications: Series 7, Series 63
- Successfully provided excellent customer experience through the firm’s trading and brokerage services while using resources to increase business growth and customer loyalty
- Introduced to Consultative Strategies and Solutions Call Model to effectively address customers stated and unstated needs
- Excellence in Action Winner Q4 2015
Financial Advisor
OneDigital
Overland Park, KS
05.2018 - Current
- Manages team of advisors to service participant target group based on stated/unstated needs via communication outreach
- Organically created directed marketing strategies to keep participants engaged and increase overall participation interaction
- Meet with clients to discuss personal assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Meet with Corporate clients to educate, implement, and update on personal financial planning benefit
- Currently pursuing CFP
Retirement Solutions Representative
Fidelity Investments
Westlake, TX
03.2017 - 01.2018
- Identifies, executes, and follows up on opportunities to gather additional client assets while engaging in client centered discussions
- Attains Designated business goals (household acquisition, development, and retention) at an individual contributor as well as a team level
- Develops long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid planning skills and leveraging appropriate colleagues and guidance tools
- Educates prospects to use technology and channels to monitor, maintain, service and manage their long-term relationships with retail as well as workplace plans
Office Manager
Cutler Construction, Inc
Houston, TX
05.2013 - 06.2015
- Certifications: QuickBooks Online Accounting Software
- Successfully developed interpersonal skills with the ability to engage customers in a professional, friendly, yet efficient manner, to address potential accounting needs
- Implemented various accounting solutions and bank reconciliations for small business
Education
Bachelor of Science - Business
University of Science And Arts of Oklahoma
Chickasha, OK 08.2008 - 04.2013
Additional Information
- COLLEGIATE HONORS , Basketball August 2008- May 2013 University of Science & Arts of Oklahoma Achieved Academic All-Conference Honor Achieved First Team All-Conference Honor Chickasha, OK Stephen F. Austin State University Achieved Academic All-Conference Honors Nacogdoches, TX
Timeline
Financial Advisor
OneDigital
05.2018 - Current
Retirement Solutions Representative
Fidelity Investments
03.2017 - 01.2018
Investment Solutions Representative
Fidelity Investments
01.2016 - 03.2017
Financial Representative
Fidelity Investments
06.2015 - 12.2015
Office Manager
Cutler Construction, Inc
05.2013 - 06.2015
Bachelor of Science - Business
University of Science And Arts of Oklahoma
08.2008 - 04.2013