Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian Hutchins

Celina

Summary

Experienced financial representative and securities broker with over 6 years of experience in the financial industry. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Business Owner

Hutch's Harvest
04.2022 - Current

• Operate a successful small business specializing in the cultivation and sale of premium quality microgreens
• Establish an online presence through the creation and management of a responsive e-commerce website
• Manage all aspects of business operations including cultivation, harvesting, packaging, sales, and customer service
• Utilize digital marketing strategies such as Facebook advertisement campaigns to enhance brand visibility and attract new customers

Advanced Broker - Electronic Services

Charles Schwab & Co
06.2018 - 09.2022

• Received the Excellence in Service Award for achieving top client satisfaction in the company

• Presented with the Excellence in Action Award for attaining outstanding efficiency metrics
• Advised high-net-worth clients on comprehensive investment strategies, wealth management, and financial planning solutions.
• Conducted thorough financial analysis and market research to identify investment opportunities and mitigate risks.
• Collaborated with internal teams including research analysts, financial planners, and estate planning specialists to deliver financial solutions.

Financial Representative

Fidelity Investments
06.2016 - 06.2018

• Spearheaded first team to integrate chat services with inbound phone responsibilities
• Recognized multiple times by management for achieving outstanding customer service

• Educated clients on various investment products, retirement planning strategies, and wealth management services tailored to their financial goals

• Promoted collaborative approach and supported the success of other team members

• Trained and provided feedback to new financial representatives

• Demonstrated high level of productivity by averaging sixty customer calls per day

Education

B.B.A - Finance - Investments

Texas Tech University
Rawls College Of Business
2016

Skills

  • Customer Relationship Management
  • Team Leadership
  • Market Research and Implementation
  • Problem Solving
  • Account documentation
  • Financial Modeling
  • MS Excel
  • MS Access

Certification

Series 7 & 63

Timeline

Business Owner

Hutch's Harvest
04.2022 - Current

Advanced Broker - Electronic Services

Charles Schwab & Co
06.2018 - 09.2022

Financial Representative

Fidelity Investments
06.2016 - 06.2018

B.B.A - Finance - Investments

Texas Tech University
Brian Hutchins