Brian Dray
Queensbury,NY
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
21
21
years of professional experience
Work History
Financial Service Professional
Charter Oak Financial
07.2018 - Current
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on opportunities to meet established financial goals.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and delivered financial presentations to drive client engagement.
- Negotiated agreements with clients and suppliers to cultivate favorable terms.
- Built and established relationships with clientele to improve future business opportunities.
Manager
Log Jam Restaurant
09.2002 - 07.2018
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Onboarded new employees with training and new hire documentation.
- Improved marketing to attract new customers and promote business.
Education
High School Diploma -
Glens Falls Senior High School
Glens Falls, NY06.1992
Skills
- Managing Wealth
- Client Retention
- Cash Handling
- Strategy Assistance
- Life Insurance
- Account Documentation
- Information Gathering
- High Net Worth Individuals Marketing
- Sales Goals
- Customer Needs Assessments
- Risk Management
Timeline
Financial Service Professional
Charter Oak Financial
07.2018 - Current
Manager
Log Jam Restaurant
09.2002 - 07.2018
High School Diploma -
Glens Falls Senior High School
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