Cameron Becker
Des Moines,United States
Summary
Cameron is an Investment Advisor Representative who effectively blends unique knowledge gained from a combined ten years of experience in customer service, hospitality, sales development, internet marketing, web development, real estate, insurance and financial planning. He provides a reliable, innovative approach to holistic wealth management. Cameron practices traditional financial planning in areas of insurance solutions and investments, as well as integrating specialty partnerships in areas such as cryptocurrency mining, and legal tax-mitigation strategies.
Overview
10
10
years of professional experience
Work History
Financial Services Company Owner
Anytime Life
10.2023 - Current
- Steer strategic partnerships with leading online life insurance brokers, crypto mining pools, and tax mitigation accounting law firm.
- Oversee brand presence across multiple social media platforms.
- Leverage SEO tools to optimize keyword search rankings and online reputation.
- Utilize Open AI and Adobe Creative Cloud for improved user experience and web efficiency.
- Monitor website health through hosting platform.
Retirement Education Counselor
Empower
07.2023 - 10.2023
- Delivered engaging presentations on retirement planning to 401k plan participants at Empower that existed within Empowers' core market accounts ($5 million - $250 million).
- Educated participants on investment products, company plan rules, and benefits of 401k savings.
- Guided users through Empowers' digital platforms for plan enrollment and financial management.
- Collaborated with Relationship Managers and external advisor partners to customize presentations tailored to client via effective PowerPoint presentations.
Virtual Premier Banker
Wells Fargo
09.2022 - 07.2023
- Consulted with high-value clients on individualized banking needs
- Introduced financial advice partners for investment needs
- Managed $30 million in liquid assets across 300+ clients.
- Retained a $250 million client and acquired additional $250 million for Wells Fargo Private Bank
Professional Caddie
CaddieNow
12.2020 - 01.2023
- Promoted to Professional Fore Caddie within the nationwide Caddie Now program.
- Maintained a consistent 5-star rating through my two year tenure.
- Expertly guided golfers of varied skill sets through seven unique eighteen-hole courses at the Jack Nicklaus championship-ranked Desert Mountain Country Club.
- Demonstrated professional etiquette, poise, and manners throughout each round.
Sr. Associate Private Client Advisor
Charles Schwab
06.2021 - 01.2022
- Worked remotely by managing administrative duties for three Private Client Advisors serving high-net-worth clients in Southern California.
- Combined number of clients managed in practice was roughly 150 clients / advisor.
- Average private client with $2.2 million in Schwab assets.
- Mastered various financial planning and client engagement software for efficient service delivery.
- Addressed client inquiries and fulfilled service requests, enhancing client satisfaction.
- Abided to strict adherence to internal processes and procedures for seamless operations.
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2020 - 06.2021
- Managed average of 20 inbound client service calls per day while transitioning to solution-oriented opportunities.
- Established trust through adherence to Bank of America's service structure
- Advised on diverse investment products, comparing brokerage models to Merrill's Chief Investment Office's guided investing solutions.
- Identified client investment objectives, assigning appropriate time horizons and portfolio construction for reaching goals.
Medicare Sales Advisor
Cigna
09.2019 - 03.2020
- Advised clients on Medicare plan details, ensuring suitability to individual medical needs.
- Scheduled client appointments for seminars, and in-person meetings leveraging Salesforce for efficient tracking.
- Maintained AHIP agent licensure and annual product certification, adhering to regulatory standards.
- Exceeded Cigna's sales performance metrics by 130%.
- Outstanding attendance, adherence and quality scores.
- Managed CMS enrollment applications with precision, ensuring compliance with Medicare guidelines.
Financial Advice Consultantss
Vanguard
02.2017 - 07.2019
- Assisted high-net-worth clients with $500 thousand to $1 million in Vanguard assets with a high propensity to be approaching retirement.
- Proactively addressed client needs beyond initial inquiries, enhancing customer satisfaction.
- Identified opportunities for investment discussions through verbal and visual cues.
- Provided, on average, 8 appointments per week to Vanguard advisors with average client account worth $750 thousand In Vanguard assets.
- Referred new asset opportunities over $300 thousand in incoming assets to Vanguard's Business Development team.
Marketing Agency Owner
Cherub Media
05.2014 - 02.2017
- Cherub Media became a Google Certified Partner via rigorous ad spending and best practice standards.
- Managed $500k ad budget bi-annually for a Fortune 500 translation software company.
- Led strategic global marketing campaigns.
Multiple Line Insurance Agent
American National
09.2014 - 09.2015
- Managed comprehensive insurance needs for local clientele, including businesses and families
- Promoted the value of comprehensive insurance protection over cost-based purchasing
- Generated new business through diverse marketing strategies, including digital advertising and professional referrals
- Facilitated client understanding of policy features, options, and eligible discounts
- Increased client base and revenue for American National.
Education
MBA - International Business
Thunderbird School of Global Management
Phoenix, AZ05.2025
Bachelor of Science - Applied Business Management
Grand Canyon University
Phoenix, AZ01.2020
Associate of Arts - Business Entrepreneurship
Scottsdale Community College
Scottsdale, AZ05.2012
Skills
- Financial Advice
- Wealth Management
- Insurance Sales Management
- Customer Relationship Management (CRM)
- Online Advertising
- Financial Planning
- Salesforce
- WordPress Development
- Life Insurance Expertise
- Business Development
- Business Analytics
- Business Growth
- Employee Motivation
- Teamwork
- Market Research
- Investor Relations
- Business Launch
- Strategic Planning
- Recruiting and Training
- Partnership Development
- Customer Service
- Business Marketing
- Attention to Detail
- Entrepreneurial Ability
- Time Management
- Public Speaking
- SEO Optimization
- Web Design
- Social Media Marketing
- Medicare Sales
- Google Ads
- Digital Advertising Strategy
Additionalinformation - Licensesandcertifications
- Series 7
- Series 63
- Series 65
- Life & Health Insurance
- Arizona Real Estate License
- Remote Airman Certificate
- AHIP Medicare
- NMLS
- Google Ads (Search, Display, YouTube, Product)
- Google Analytics (GA4)
- Amazon Cloud Practitioner Fundamentals
Timeline
Financial Services Company Owner
Anytime Life
10.2023 - Current
Retirement Education Counselor
Empower
07.2023 - 10.2023
Virtual Premier Banker
Wells Fargo
09.2022 - 07.2023
Sr. Associate Private Client Advisor
Charles Schwab
06.2021 - 01.2022
Professional Caddie
CaddieNow
12.2020 - 01.2023
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2020 - 06.2021
Medicare Sales Advisor
Cigna
09.2019 - 03.2020
Financial Advice Consultantss
Vanguard
02.2017 - 07.2019
Multiple Line Insurance Agent
American National
09.2014 - 09.2015
Marketing Agency Owner
Cherub Media
05.2014 - 02.2017
MBA - International Business
Thunderbird School of Global Management
Bachelor of Science - Applied Business Management
Grand Canyon University
Associate of Arts - Business Entrepreneurship
Scottsdale Community College
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