Briana Quigley
Fort Worth,TX
Summary
Accomplished Financial Advisor with a proven track record at Financial Advisor 265, excelling in investment advice and relationship management. Demonstrated ability to foster client loyalty and manage wealth, leveraging sales expertise and retirement planning skills. Achieved significant account growth through personalized service and strategic financial planning.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Financial Advisor 265
03.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Carhop Server
Sonics Drive In
05.2022 - 08.2023
- Maintained a positive attitude even during high-stress periods, contributing to an uplifting work environment for both colleagues and guests.
- Upheld stringent food safety standards by following proper sanitation procedures during all aspects of food handling and preparation.
- Adhered strictly to uniform guidelines, presenting a polished appearance that reflected well on the organization as a whole.
- Handled cash transactions accurately, providing correct change and processing credit card payments securely.
Education
High School Diploma -
North Crowley Highschool
Crowley, TX05.2024
Skills
Investment advice
Relationship building and management
Sales expertise
Retirement planning
Wealth Management
Long-Term Care Planning
Timeline
Financial Advisor
Financial Advisor 265
03.2023 - Current
Carhop Server
Sonics Drive In
05.2022 - 08.2023
High School Diploma -
North Crowley Highschool
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