Christian Thompson
Buffalo
Summary
Experienced with providing comprehensive financial advice and investment strategies. Utilizes knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Vision Financial Group
10.2022 - Current
- I help build financial freedom for my clients. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals
- Met with clients to generate new business and negotiate contracts.
- Established key procedures for teams preparing documentation, models, and presentations.
- ·Built and refined custom investment portfolios·
- Reviewed and optimized individual retirement accounts·
- Knowledge of investment products such as UITs, Variable Annuities & Equity/Bond Portfolios
- Client Retention and Management ·
- Implementation of Life Insurance & Disability Insurance to protect families and loved ones from unforeseen events
- Life, Accident, Health License
- SIE, Series 7 and Series 66
Food Sales
Lockport Town & Country Club
09.2018 - 09.2023
- Built strong customer relationships, resulting in a high satisfaction rate
- Increased food & spirits sales.
- Check payment processing Relationship management
- Liquor, wine, and food service Sales Techniques
- Service prioritization
- High-volume dining
- Quality control
- Effective customer upselling
- Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
- Maintained knowledge of menu items, garnishes, ingredients, and preparation methods to assist guests with menu selection.
- Minimized customer wait times by taking and filling large volumes of customers consecutively
Education
BS - Finance, Minor in Accounting
Niagara University
Lewiston, NYSkills
- Relationship building and management
- Sales expertise
- Retirement planning
- Debt management
- Client relations
- Wealth management & portfolio construction
- Process improvement
- Insurance planning & education funding
- Account performance reviews
- Pipeline management
- Microsoft Office (Excel, Word, PowerPoint), Adobe (Acrobat, Illustrator, Photoshop)
Timeline
Financial Advisor
Vision Financial Group
10.2022 - Current
Food Sales
Lockport Town & Country Club
09.2018 - 09.2023
BS - Finance, Minor in Accounting
Niagara University
Hobbies and Interests
Web Design, Adobe, Microsoft Excel, Coding, Sales
LEADERSHIP EXPERIENCE
- DECA Business Club
- Treasurer
- Optimized store consignment operations by devising purchasing cycles & inventory checkpoints
- Maintained and approved finances for group related expenses
Similar Profiles
Christoffer SandiferChristoffer Sandifer
Office Administrator at First Vision Real Estate and Financial ServicesOffice Administrator at First Vision Real Estate and Financial Services
Shyann ColeShyann Cole
Office Administrative Assistant at Values and Vision Financial AdvisorsOffice Administrative Assistant at Values and Vision Financial Advisors
Christoffer SandiferChristoffer Sandifer
Office Administrator at First Vision Real Estate And Financial ServicesOffice Administrator at First Vision Real Estate And Financial Services
Syed MakhdoomSyed Makhdoom
Laboratory Technician at Inframark (Fresh Kills Leachate Treatment Plant)Laboratory Technician at Inframark (Fresh Kills Leachate Treatment Plant)
Amal MohamedAmal Mohamed
Cashier at Tops Friendly MarketsCashier at Tops Friendly Markets