Christine Neilson
Rancho Mirage,CA
Summary
Accomplished Financial Advisor with a proven track record at Neilson Advisory Group, Inc., specializing in financial planning and relationship building. Expert in developing comprehensive life plans, achieving financial goals for high-net-worth individuals, and providing external CFO services. Successfully expanded client base through exceptional customer service and strategic estate planning.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Financial Advisor
Neilson Advisory Group, Inc.
Rancho Mirage, CA
11.2002 - Current
- Building strong relationships with individual and business clients, fostering trust and loyalty in advising and implementing cohesive life plans to achieve their financial goals.
- Developing comprehensive financial plans for clients, encompassing retirement planning, wealth accumulation, tax planning and risk management to achieve short-term and long-term goals.
- Assist high-net-worth individuals in wealth preservation through estate planning and charitable giving strategies.
- Providing external CFO services to businesses.
- As a Certified Exit Planning Advisor (CEPA) consulting with business owners to create successful exit plans.
- Coordinate and work with other professionals in a clients team to ensure creation of a holistic life plan inclusive of all relevant considerations.
Insurance Sales Agent
MetLife Resources
Los Angeles, CA
03.2001 - 10.2002
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
Insurance Sales Agent
New York Life Insurance Co
Los Angeles, CA
11.1999 - 03.2001
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
Surveyor - Commercial Real Estate
Various
London, UK
02.1983 - 09.1999
- Negotiated favorable terms for land acquisitions in the development of Docklands Light Railway as part of the expansion of the London Underground system.
- Negotiated the sale of land and air space owned by London Regional Transport to commercial developers throughout Central London.
- Coordinated with local municipalities to obtain necessary permits, facilitating smooth project execution.
- Valued commercial real estate investment opportunities to determine property values.
- Collaborated with engineers, architects, and construction professionals to ensure accurate information was incorporated into designs.
Education
Bachelor of Arts - Business
London South Bank University
London, UKSkills
- Relationship building and management
- Enrolled Agent
- Charitable Giving Strategies
- Financial Planning
- Retirement planning
- Business Succession Planning
- Employee Benefits Consulting
- Investment advice
- Estate Planning
Certification
- E.A. - Enrolled Agent
- CEPA - Certified Exit Planning Advisor
Timeline
Financial Advisor
Neilson Advisory Group, Inc.
11.2002 - Current
Insurance Sales Agent
MetLife Resources
03.2001 - 10.2002
Insurance Sales Agent
New York Life Insurance Co
11.1999 - 03.2001
Surveyor - Commercial Real Estate
Various
02.1983 - 09.1999
Bachelor of Arts - Business
London South Bank University