Dave Pringle
Golden,CO
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management.
Overview
14
14
years of professional experience
Work History
Wealth Advisor
LPL Financial
08.2020 - Current
- Promoted to Wealth Advisor for generating $425,000 in annual revenue.
- Collaborated with branch staff to promote investment services.
- Meet with clients to discuss assets, expenses, and investment goals to build personalized financial plans.
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Planner
Prudential
06.2019 - 08.2020
- Exuded professional expertise to gain trust with clients.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, and financial goals to formulate financial plans.
- Helped clients set goals, persuaded them to take action with thorough recommendations.
- Organized and conducted educational seminars for groups.
Independent Wealth Advisor
LPL Financial
12.2017 - 06.2019
- Coached people through processes to help them achieve financial security.
- Prospected for new clients through educational workshops.
- Analyzed each person's situation to determine recommendations that reinforced goals.
- Implemented strategies that encompassed diverse financial solutions.
Wealth Advisor
BOK Financial
04.2012 - 12.2017
- Surpassed annual quota by 25%.
- Built lasting relationships by creating respectful, solutions driven experiences.
- Uncovered prospects using various strategies.
- Developed strong relationships by proactively contacting clients to increase chances of financial success.
- Promoted to Senior Wealth Advisor from Financial Consultant due to increasing revenues and maintaining high ethical standards.
Education
Bachelor of Arts - Journalism
University of Nebraska
Lincoln, NE1992
Skills
- Earned recognition for new business development
- Built profitable long term relationships with individuals and businesses
- Skilled at presenting complex information into actionable easy to follow steps
- Self-motivated disciplined approach to pursuing goals with extensive experience working independently
- Ability to work independently and as part of team
- Proven success generating results through phone, email and in person engagement
- Series 7, 66 and Insurance Licensed
Affiliations
2016 Volunteer, Morgan Adams Foundation, Pediatric Cancer Research, supported efforts for $3.5+million in contributions to children\'s cancer research.
Habitat for Humanity
Timeline
Wealth Advisor
LPL Financial
08.2020 - Current
Financial Planner
Prudential
06.2019 - 08.2020
Independent Wealth Advisor
LPL Financial
12.2017 - 06.2019
Wealth Advisor
BOK Financial
04.2012 - 12.2017
Bachelor of Arts - Journalism
University of Nebraska