Bruce D. Kern
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Exceptional knowledge in all areas of business management.
Overview
21
21
years of professional experience
Work History
Financial Advisor
Edward Jones
02.2020 - Current
- Series 66 and Series 7 Licenses, CRD# 7224063
- Life and Annuity License, FL W651294
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
District Manager, Indirect Channel
Verizon
03.2016 - 03.2019
- Managed sales and operations of 70 indirect agent locations throughout Florida and South Georgia
- Led agent store expansion in Florida
- Opened 10 new locations in 2 years through agent recruitment and relationship management
- Implemented several new programs and training tools for the indirect channel that resulted in recognition as the #1 DM for the overall scorecard for the 2nd half of 2016 and the entire 2017 year in the South East Market, South
- Overhauled the HUM Sales process that achieved the #1 Growth Driver Winner award for the year for Florida Telematics, 2017
- Winner's Circle Award in 2017, 117% of quota.
District Manager, Retail Channel
Verizon
07.2011 - 03.2016
- Direct control over all aspects of retail sales, operations, and human resources for 9 locations and 170 employees in North Florida
- Initiated a manager training program called Verizon Career Builder to prepare managers for a district manager role which moved 4 out of 9 managers into a DM role
- Provided information and guidance in the administration of HR related policies and procedures for all employees in my district
- Awarded the #1 DM in Southeast for Growth, Churn & Customer Experience Florida Region 2012
- Set the bar for turnover rates by continuously staying under 5%
- Prepared market and competitor information, annual sales analysis and forecast for quarterly business reviews for the Director and Market President
- Created a behavioral coaching system that resulted in an average of 81% customer satisfaction scores, 15 points higher than the national average
- Winner's Circle Award in 2012, 115% of quota.
Assistant District Manager, Retail Channel
Verizon
06.2007 - 06.2011
- Visited stores and inspected weekly the store appearance, customer flow, and product/service knowledge among employees
- Successfully completed the acquisition and conversion of West Virginia Wireless over the course of two years
- Create reports and/or presentations that discuss the findings of a research effort or project and presented information and show key findings to a variety of leaders and peers
- Increased YOY production by +65% while improving Customer Satisfaction and Data Sales to above market scores
- Boosted team performance by implementing effective coaching and training methods.
Retail Store Manager
Verizon
11.2002 - 06.2007
- Responsible for entire sales and operations of location
- 3 different locations managed during this time
- Exceeded budgeted targets in all locations year over year by at least 15%
- Enhanced customer satisfaction through training staff on exceptional customer service practices and conflict resolution techniques.
- Remain current on changes to HR policies and processes and communicate changes to appropriate audiences
- 5 X - Winner's Circle recipient
Co-Owner/ Partner
Penn Residential, Inc
08.2011 - 08.2017
- One of four owners that built a startup business that partners with adults and children with intellectual and developmental disabilities and their circles of support in helping to achieve independence, growth, and happiness through high quality creative services
- Key partner that provided initial investment finances to get business off the ground and fully operational
- Worked closely with other business owners in strategic planning of organizational structure
- Offered creative solutions when the partners were faced with employee issues
- Sold shares of business in 2017 and profited a 400% increase off the initial investment.
Education
Master of Science - Human Resource Strategic Management
Bellevue University
Bellevue, NE07.2019
Bachelor of Science - Professional Retail Sales And Management
Bellevue University
Bellevue, NE06.2017
Skills
- Investment & Retirement Planning
- Client Relations
- Process Improvement
- Team Leadership
- Performance Management
- Behavioral finance
- Human Resources
- Wireless Technology Expert
- Risk Management
- Business Development
Timeline
Financial Advisor
Edward Jones
02.2020 - Current
District Manager, Indirect Channel
Verizon
03.2016 - 03.2019
Co-Owner/ Partner
Penn Residential, Inc
08.2011 - 08.2017
District Manager, Retail Channel
Verizon
07.2011 - 03.2016
Assistant District Manager, Retail Channel
Verizon
06.2007 - 06.2011
Retail Store Manager
Verizon
11.2002 - 06.2007
Master of Science - Human Resource Strategic Management
Bellevue University
Bachelor of Science - Professional Retail Sales And Management
Bellevue University
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