Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Affiliations
Certification
References
Timeline
Generic

Christopher Hall

Cleves,OH

Summary

Proven Financial Representative with a track record of enhancing client portfolios at Black Bull Capital Partners. Leveraged expert investment strategies and exceptional client servicing to boost financial health. Skilled in risk analysis and portfolio management, consistently delivering tailored financial solutions. Achieved significant client satisfaction and revenue growth through strategic asset allocation and relationship building.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Representative

Black Bull Capital Partners
Cincinnati, OH
11.2024 - Current
  • Prepared annual reviews for existing clients regarding their current portfolio performance compared against established benchmarks.
  • Identified and evaluated customer needs for financial products and services.
  • Investigated financial resources and creditworthiness.
  • Processed applications for life insurance policies in a timely manner.
  • Coordinated with internal departments such as underwriting, operations, legal affairs, when needed.
  • Stayed up-to-date on marketplace trends and researched items in detail.
  • Ensured accuracy of all documentation related to client accounts.
  • Advised clients on how best to diversify their investments while minimizing risks associated with them.
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
  • Verified completion of legal formalities prior to closing dates through research and process.

Registered Financial Representative

Western & Southern Life
West Chester, OH
03.2023 - 11.2023
  • Analyzed economic trends, financial markets, regulations, and taxation issues to make informed decisions about client investments.
  • Researched current market to identify information needed for sales presentations.
  • Maintained up-to-date knowledge of products offered by the company.
  • Delivered informational sales presentations to potential investors to build symbiotic client relationships.
  • Prepared detailed reports regarding the performance of investments and asset allocations.
  • Reviewed account information for accuracy and completeness prior to submitting transactions for approval.
  • Eliminated financial discrepancies, accurately ensuring correct reporting to senior leadership.
  • Boosted revenue, cultivating client relations, resolving issues and executing proficient account maintenance to develop new customer accounts.
  • Created financial plans tailored to each individual client's needs and goals.
  • Participated in professional development activities such as continuing education courses or certifications.

Logistics Account Executive

National Logistics Services
White Oak, OH
06.2022 - 02.2023
  • Monitored shipment progress, tracked orders and updated customers on order status.
  • Ensured compliance with all applicable laws and regulations pertaining to international trade practices.
  • Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close.
  • Developed comprehensive logistics plans for efficient delivery of goods and services.
  • Increased repeat business using great customer service, problem-solving and conflict resolution skills.
  • Grew annual business sales with strategic networking and marketing initiatives.

Liquor Store Clerk

Liquor city Uncorked
Covington, KY
07.2021 - 06.2022
  • Answered incoming calls promptly and professionally while providing accurate information about products, services, prices, promotions.
  • Inspired customers to try new items by educating on wines and store promotions.
  • Ensured proper security measures were taken when handling cash transactions.
  • Greeted customers to determine wants or needs.
  • Answered store and merchandise questions and led customers to wanted items.
  • Operated cash register accurately to process customer payments.
  • Restocked shelves with returned items after inspecting them for damage or expiration dates.
  • Maintained thorough and current knowledge of available brands and lines to give customers expert advice.
  • Cleaned and restocked aisles through shifts to maintain customer-ready store.
  • Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
  • Computed purchases and received and processed cash or credit payment.
  • Kept till neat and accurate and secured large bills in safe to minimize losses from theft.
  • Stocked shelves with new inventory and rotated existing stock to ensure freshness.

Education

Associate of Science - Business Administration And Management

Cincinnati State Technical And Community College
Cincinnati, OH
01-2024

Bachelor of Arts - East Asian Studies

Denison University
Granville, OH
05-2022

Skills

  • Service connections
  • Service referrals
  • Client servicing
  • Selling techniques
  • Financial reviews
  • Payment plans
  • Financial planning
  • Process improvement
  • Debt management
  • Account management
  • Investment strategies
  • Sales expertise
  • Investment advice
  • Customer service
  • Portfolio management
  • Product recommendations
  • Finance assessment
  • Appointment scheduling
  • Retirement planning
  • Asset allocation
  • Risk analysis

Accomplishments

  • Valedictorian
  • Harold H. Armington Award
  • Most outstanding Senior
  • Platinum rated by ACT WorkKeys

Languages

English
Native/ Bilingual
Japanese
Professional

Affiliations

  • Hockey
  • Hiking
  • Reading

Certification

  • Life & Health License
  • S.I.E
  • Series 6
  • Series 63
  • FINRA Registered

References

References available upon request.

Timeline

Financial Representative

Black Bull Capital Partners
11.2024 - Current

Registered Financial Representative

Western & Southern Life
03.2023 - 11.2023

Logistics Account Executive

National Logistics Services
06.2022 - 02.2023

Liquor Store Clerk

Liquor city Uncorked
07.2021 - 06.2022

Associate of Science - Business Administration And Management

Cincinnati State Technical And Community College

Bachelor of Arts - East Asian Studies

Denison University

Similar Profiles

CREATE PROFILE
Christopher Hall