Cory Terrell
Kansas City,MO
Summary
Seasoned Financial Advisor with a proven track record at Ameriprise Financial, excelling in investment management and building enduring client relationships. Demonstrated expertise in financial planning and a knack for analytical thinking, significantly enhancing client portfolio performance. Skilled in leveraging investment advice and relationship management to achieve and surpass financial goals.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Ameriprise Financial
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Made client specific financial investment recommendations to meet the goals and needs of the client
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Deportation Officer
Immigration and Customs Enforcemce
07.2007 - 08.2023
- Enhanced public safety by conducting thorough investigations and enforcement operations.
- Maintained up-to-date knowledge of immigration laws and policies, ensuring accurate enforcement decisions were made consistently.
- Managed caseload effectively, prioritizing cases based on urgency and potential impact on public safety.
- Collaborated with other law enforcement agencies for effective information sharing and joint operations.
- Provided training to junior officers in investigative techniques and tactics, enhancing overall team performance and effectiveness.
- Assisted in the apprehension of criminal aliens, contributing to a safer community environment.
- Improved case resolution rate by diligently pursuing leads and utilizing advanced investigative techniques.
- Executed arrest warrants, ensuring that dangerous individuals were removed from society promptly.
- Conducted interviews and interrogations, obtaining critical information for successful case outcomes.
- Prepared comprehensive reports for submission to immigration courts, facilitating informed decision-making processes.
- Testified in court proceedings as an expert witness, providing essential evidence for judicial determinations.
- Ensured adherence to legal requirements during arrest operations through strict compliance with established protocols.
- Conducted background checks on detained individuals, verifying identities and assessing risk levels accurately.
- Conducted surveillance operations to gather intelligence on targeted individuals or organizations, leading to successful enforcement actions.
- Streamlined deportation processing by improving coordination among various government departments and foreign consulates.
- Facilitated smooth repatriation processes by liaising with foreign governments and ensuring proper documentation was obtained.
- Performed intelligence analysis and law enforcement activities such as apprehension, detention and arrest.
- Supported law enforcement agencies by providing accurate and timely data regarding illegal activity and testimony to facts related to cases.
- Explained laws and regulations to travelers and distributors and promoted comprehension to foster adherence to requirements.
Education
Master of Science - Business Administration
Villanova University
Villanova, PA12-1997
Bachelor of Arts - Psychology
University of Missouri
Columbia, MO12-1994
Skills
- Investment advice
- Analytical thinking
- Sales expertise
- Compliance with all Applicable Laws
- Risk assessment
- Client relations
- Budget compliance
- Portfolio construction
- Account performance reviews
- Budgeting advice
- Investment management
- Financial planning
Certification
Series 7
Series 66
Life and Health Licenses
Languages
German
Limited Working
Spanish
Limited Working
Timeline
Financial Advisor
Ameriprise Financial
02.2023 - Current
Deportation Officer
Immigration and Customs Enforcemce
07.2007 - 08.2023
Master of Science - Business Administration
Villanova University
Bachelor of Arts - Psychology
University of Missouri
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