Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Calvin Rawe

Fort Myers,FL

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at building lasting relationships across all demographics and management levels. Reliable with exceptional customer service and communication skills and sensible operations specialist with a passion for business management, operations and sales. Driven, ambitious and dedicated to managing the flow of the workplace and optimizing day-to-day activities. Over 5 years of strong experience in the financial industry.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Operations Supervisor

Stockpile, Inc
Palo Alto, California
03.2021 - Current
  • Manage day-to-day operations through active customer engagement and implementation of daily operational procedures to ensure timelines and expectations are met
  • Optimize operational processes and procedures for maximum efficiency while maintaining quality standards
  • Assist with the implementation of new processes and procedures while identifying ways to improve customer experiences
  • Interact with customers by answering questions and resolving issues
  • Track and report operational performance through company specific procedures daily.

Insurance Agent

Francis L Dean & Associates
Fort Myers, FL
02.2024 - 06.2024
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Provided customers with information regarding plan features, pricing, and availability.

Financial Advisor Career Development Program/Financial Advisor

Edward Jones Investments
Lehigh Acres, Florida
05.2019 - 01.2021
  • Made face-to-face contact with prospective clients, earning their trust, and uncovering investable assets
  • Made recommendations to clients' strategies in cash management, investment planning, and other areas to help them achieve their financial goals
  • Built transactional and fee-based financial plans for potential and current clients

Junior Associate

Cushman & Wakefield Commercial Properties of SWFL
Fort Myers, Florida
08.2015 - 01.2016

Education

Bachelor of Science - Finance

Florida Gulf Coast University
Fort Myers, Florida
05-2018

Skills

  • Microsoft Office
  • Microsoft 365
  • Cross-Functional Communication
  • Risk Mitigation
  • Organization
  • Planning and Coordination
  • Relationship Building
  • Customer Relationship Management
  • Program Evaluation
  • Supervision & Leadership
  • Team Building
  • Critical Thinking
  • Active Listening
  • Problem Solving

Certification

  • 02-15 Life, Variable Annuity, and Health Insurance License
  • 02-20 General Lines Property and Casualty License
  • FL Insurance License #:W6351260
  • SIE
  • Series 7
  • Series 66
  • Series 24
  • Certified Blockchain & Finance Professional
  • Certified Blockchain Expert
  • FL Real Estate License #:SL3326610

Timeline

Insurance Agent

Francis L Dean & Associates
02.2024 - 06.2024

Operations Supervisor

Stockpile, Inc
03.2021 - Current

Financial Advisor Career Development Program/Financial Advisor

Edward Jones Investments
05.2019 - 01.2021

Junior Associate

Cushman & Wakefield Commercial Properties of SWFL
08.2015 - 01.2016

Bachelor of Science - Finance

Florida Gulf Coast University

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Calvin Rawe