Bret Hoag
Commerce Township,Michigan
Summary
Accomplished relationship manager with 22 years of experience in developing and maximizing sales. Proven track record in building advisor relationships and retaining accounts through exceptional support and attentive service. Skilled in implementing effective marketing strategies, product promotion, and merchandising to achieve market penetration. Demonstrated success in expanding network connections through persuasive brand imaging.
Overview
22
22
years of professional experience
Work History
Senior Relationship Manager
Mariner Wealth Advisors
09.2010 - Current
Representing Mariner Wealth Advisors to independent financial advisors across the East Coast, providing comprehensive third party wealth management and administrative services. Fostered new relationships to drive growth in AUM. Actively participated in client meetings, assisting advisors with reviews and acquiring new business.
Senior Financial Consultant
Frontier Capital Management
02.2010 - 09.2010
Delivered in-depth financial planning and investment services to diverse individual clientele.
Assistant Vice President Financial Consultant
National Penn Bank
01.2006 - 02.2010
- Offered comprehensive financial services including planning, investments, and insurance coverage to bank customers and entrepreneurs.
Senior Financial Consultant
PNC Investmets
09.2004 - 10.2006
- Served bank customers and entrepreneurs by offering comprehensive financial services such as planning, investments, and insurance coverage.
Financial Advisor
Edward Jones
06.2002 - 09.2004
- Established and managed a highly productive financial advisory service that empowered clients to define their financial targets and provided comprehensive support in attaining these goals with an array of investment vehicles such as annuities, life insurance, and mutual funds.
Education
CFP Certificate holder -
American College for Financial Planning
Business Administration and Management -
Michigan State University
01.1990
in process -
Chartered Financial Consultant program
in process -
Chartered Life Underwriter
Skills
- Customer Engagement
- Customer interaction
- Public Speaking
- Strategic Planning
- Team Training
- Client rapport
- Sales management
- Portfolio Management
- Business Development
- Revenue development
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Attention to Detail
- Problem-solving abilities
- Organizational Skills
- Effective Communication
- Relationship building and management
- Customer relationship development
Websites
Timeline
Senior Relationship Manager
Mariner Wealth Advisors
09.2010 - Current
Senior Financial Consultant
Frontier Capital Management
02.2010 - 09.2010
Assistant Vice President Financial Consultant
National Penn Bank
01.2006 - 02.2010
Senior Financial Consultant
PNC Investmets
09.2004 - 10.2006
Financial Advisor
Edward Jones
06.2002 - 09.2004
CFP Certificate holder -
American College for Financial Planning
Business Administration and Management -
Michigan State University
in process -
Chartered Financial Consultant program
in process -
Chartered Life Underwriter
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