Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dean Guntner

Ocala,FL

Summary

Accomplished Job Title with Number-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.

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, estate planning and investment.

Results-oriented Job Title uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.

Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.

Enthusiastic Job Title eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Task and training in Skill. Motivated to learn, grow and excel in Industry.

Experienced Job Title with over Number years of experience in Industry. Excellent reputation for resolving problems and improving customer satisfaction.

Reliable employee seeking Job Title position. Offering excellent communication and good judgment.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

24
24
years of professional experience

Work History

Financial Advisor

Stifel Financial Corp.
Ocala, FL
01.2012 - 07.2019
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Financial Advisor

Morgan Stanley
Ocala, FL
09.1995 - 01.2012
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Education

St. Gregory The Great
Chicago, IL
01.1980

Skills

  • High Net Worth Individuals Marketing
  • Account Performance Reviews
  • Equity and Debt
  • Investment Planning
  • Stock Market Understanding
  • Investment Performance Reporting
  • Financial Goal Planning
  • Financial Knowledge
  • FINRA Rules
  • Retirement Needs
  • Client Recruiting and Retention
  • Financial Plan Development
  • Managing Wealth
  • Client Meetings
  • Customer Expectations Management
  • Customer Referrals
  • Portfolio Construction
  • Prospective Client Engagement
  • Customer Transactions
  • Investment Allocations
  • Client Rapport-Building
  • Client Interactions
  • Advising on Investments
  • Customer Proposals
  • Consultation and Advisement
  • Goals and Performance
  • Community Involvement
  • Growth Portfolios
  • Customer Account Review
  • Influential and Persuasive
  • Client Contact
  • Customer Loyalty
  • Client Counseling
  • Presentations

Timeline

Financial Advisor

Stifel Financial Corp.
01.2012 - 07.2019

Financial Advisor

Morgan Stanley
09.1995 - 01.2012

St. Gregory The Great
Dean Guntner