Connor Merren
Plainwell
Summary
Currently holding a Series 7, 66 and SIE license and seeking to leverage value investing principles and a proven track record in Real Estate investing, Equities Investing, and Campaign Management experience for a long-term career in the industry.
Committed to continuous learning and adapting to market trends, ensuring informed decisions that give clients confidence and peace of mind.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Lead Delivery Driver
Package Jet
Caledonia, MI
11.2022 - Current
- Train and lead team members to equip them with the skills needed in a fast-paced environment.
- Deliver packages and develop a positive connection with repeat customers.
- I left to go to Bank of America and returned to Delivery as a place to wait while I find a position that suits my long term goals better.
Financial Solutions Advisor
Bank of America Merrill Lynch
Grand Rapids, MI
11.2024 - 03.2026
- Guided clients through complex financial products, enhancing understanding leaving a positive impact to increase chances of re-engagement.
- Developed customized financial plans to align with client goals and risk tolerance.
- Guided clients through complex financial products, enhancing understanding and increasing likelihood of re-engagement.
- Collaborated with all lines of business to inform and update on current trends in my division and find ways to complement their work.
Social Media Manager
Kent County Commissioner Election Campaign
Caledonia, MI
04.2024 - 08.2024
- Developed and executed a social media strategy for the County Commissioner, amplifying their voice and connecting them with the community across Facebook and Instagram.
- Leveraged experience in creating viral content (nearly 2 million views) to effectively engage community with core messaging.
- Cultivated strategic relationships with key political figures (US Congress candidates, State representatives) to enhance supporter outreach and inform demographic insights for campaign optimization.
Marketing Specialist
All-Weather Seal of West Michigan
Lowell, MI
07.2022 - 11.2022
- Generated leads and organized booths at events in Lowell.
- Conducted canvassing and cold calls to reach potential clients in various locations.ing to acquire new clientele with a small team.
- Developed targeted marketing campaigns to enhance brand visibility and customer engagement.
- Conducted market research to identify trends and inform strategic marketing decisions.
- Collaborated with sales team to align messaging and improve lead generation efforts.
Life Insurance Agent
Primerica
Grand Rapids, MI
03.2021 - 07.2022
- Networked to attract new customers and onboard agents to Primerica team.
- Sold variable life insurance, highlighting market leverage benefits to clients.
Education
High School Diploma -
Caledonia High School
Caledonia06-2017
Skills
- Passion for finance: Top Role-Models are Charlie Munger and Warren Buffet I have adopted and adjusted to fit a more modern Financial World
- Real experience: As an Investment Advisor, and Landlord gives a deeper pool of experience that helps me think from the perspective of those I assist
- Personability: The key to seeing clients a second or third time requires strong personability skills to show you are NOT only qualified but also feels authentic
Certification
Series 7
Series 66
SIE
Timeline
Financial Solutions Advisor
Bank of America Merrill Lynch
11.2024 - 03.2026
Social Media Manager
Kent County Commissioner Election Campaign
04.2024 - 08.2024
Lead Delivery Driver
Package Jet
11.2022 - Current
Marketing Specialist
All-Weather Seal of West Michigan
07.2022 - 11.2022
Life Insurance Agent
Primerica
03.2021 - 07.2022
High School Diploma -
Caledonia High School