Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian Kinnunen

Brownstown,MI

Summary

I'm looking for a flexible position that can be worked remotely allowing me to demonsrate my analytical abilities and utilize my verbal and written communication skills

Overview

1
1
Certification

Work History

Sales Executive

Genworth Financial
Farmington Hills, MI
  • Networked with accounting and law firms
  • Presented long term care seminars to prospects
  • Develped long term care strategies for prospects

Sales Associate

Estate Planning Institute
Southfield, MI
  • Reviewed clients living trusts on an annual basis
  • Recommended any changes or updates to trust
  • Proposed changes to asset allocation

Registered Financial Advisor (RIA)

New England Financial
Southfield, MI
  • Developed detailed financial plans
  • Created risk management strategies with insrance
  • Proposed asset allocation using stocks, mutual fund and annuities

Education

MBA - Finance

University of Michigan
Ann Arbor, MI
05-1987

Skills

  • Strong oral and written communication skills
  • Excellent analytical ability
  • Marketing to other professionals

Certification

Series 7

Series 66

RIA Registered Investment Advisor

Health and Life Insurance

Timeline

Sales Executive

Genworth Financial

Sales Associate

Estate Planning Institute

Registered Financial Advisor (RIA)

New England Financial

MBA - Finance

University of Michigan
Brian Kinnunen