Bruce Meredith
Avon,MN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
37
37
years of professional experience
Work History
Financial Advisor
Diversified Wealth Management
09.2014 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Owner/Manager
Avon Liquor Locker Inc.
10.1986 - 05.2020
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Evaluated suppliers to maintain cost controls and improve operations.
Education
Bachelor of Science - Biology
Gustavus Adolphus College
Saint Peter, MN05.1982
High School Diploma -
Mankato East Senior High School
Mankato, MN06.1978
Skills
I am a hard working individual who can complete a job without supervision I am a team player who will make a positive addition to your organization
Timeline
Financial Advisor
Diversified Wealth Management
09.2014 - Current
Owner/Manager
Avon Liquor Locker Inc.
10.1986 - 05.2020
Bachelor of Science - Biology
Gustavus Adolphus College
High School Diploma -
Mankato East Senior High School
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