David Ross
Lake Oswego,OR
Summary
Results-oriented professional skilled in effective communication and problem-solving. Committed to supporting team objectives and enhancing organizational success. Proven ability to adapt to new challenges and foster strong relationships with clients and colleagues.
Overview
1
1
Certification
26
26
years of professional experience
Work History
Wealth Manager
Price Financial Group
Tigard, Oregon
10.2023 - Current
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Developed personalized investment strategies for diverse client portfolios.
- Cultivated strong relationships with clients through effective communication and trust-building.
Financial Advisor
Edward Jones
Lake Oswego, Oregon
01.2014 - 06.2023
- Developed personalized financial plans for clients based on individual goals.
- Facilitated client meetings with comprehensive investment strategy planning.
- Conducted regular client reviews to assess progress and adjust strategies.
Sales Associate
Tonkin Wilsonville Nissan
Wilsonville, Oregon
09.2012 - 12.2013
- Guided customers in selecting vehicles tailored to their needs and preferences.
- Showcased vehicle features and technology to improve customer understanding.
- Cultivated customer relationships through proactive follow-ups and personalized support.
Teacher
Various
Kailua-Kona, Hawaii
09.2010 - 09.2012
- Developed engaging lesson plans aligned with curriculum standards.
- Facilitated classroom discussions to enhance student participation and critical thinking.
- Collaborated with colleagues to design interdisciplinary projects and share resources.
Boat Captain
Various
Kailua-Kona, Cape Town, Bahamas`
08.2003 - 09.2012
- Navigated diverse watercraft through varying conditions to ensure safe and efficient travel.
- Ensured compliance with maritime regulations and safety standards.
- Communicated with clients to assess needs and preferences, tailoring services to improve overall satisfaction.
- Fostered teamwork through group activities and open communication among crew members to enhance collaboration and performance.
Fisheries Biologist
National Marine Fisheries Service
Pascagoula, Mississippi
03.2001 - 08.2003
- Analyzed data related to fish stocks and ecosystem health trends.
- Conducted assessments of fish populations in various marine environments.
- Engaged in public outreach to raise awareness about marine conservation efforts.
Education
Post-Graduate Certificate - Secondary Education
University of Hawaii At Manoa
Honolulu, HI05-2010
Bachelor of Science - Evolution, Ecology, Organismal Biology
Tulane University
New Orleans, LA05-2000
Skills
- Client relationship management
- Product knowledge
- Risk assessment
- Effective communication
- Problem solving
- Time management
- Trust development
- Team player mentality
- Team building
- Environmental awareness
- Boat handling skills
Certification
- USCG 100 Ton Captain
- Life and Health Insurance License
- SEC - Series 65
Affiliations
- Volunteer - Special Olympics '05 to present
- Scuba Diving and Environmental Education
Timeline
Wealth Manager
Price Financial Group
10.2023 - Current
Financial Advisor
Edward Jones
01.2014 - 06.2023
Sales Associate
Tonkin Wilsonville Nissan
09.2012 - 12.2013
Teacher
Various
09.2010 - 09.2012
Boat Captain
Various
08.2003 - 09.2012
Fisheries Biologist
National Marine Fisheries Service
03.2001 - 08.2003
Post-Graduate Certificate - Secondary Education
University of Hawaii At Manoa
Bachelor of Science - Evolution, Ecology, Organismal Biology
Tulane University