Dempsey Maag
Akron,OH
Summary
An organized, goal oriented, team player that has a keen ability to manage any projects that are presented. A detail-oriented, enthusiastic, problem solver that has a good sense of humor, the ability to work well under pressure, and is self motivated, thereby providing clear explanations in a timely manner. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers. A good planner with specialized skills in management, sales, and customer service. A positive, energetic, aggressive, flexible, results oriented leader, and quick learner with transferable skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Western & Southern Financial Group
Akron, OH
04.2023 - Current
- Develope financial strategies for client to meet their goals.
Financial Representative
Fidelity Investments
Fairlawn, OH
10.2022 - 02.2023
- Maintain high attention to detail and excellent customer service
- The face of the branch.
Credit Report Consultant
Rocket Companies
Cleveland, OH
03.2022 - 10.2022
- Through a customer-centric approach, establish trust and credibility by providing guidance and advice to individuals seeking home loans.
Mortgage Banker
Rocket Companies
Cleveland, OH
02.2021 - 02.2022
- Review current mortgage and structure up a new loan to achieve their goals.
Waiter
Golden Corrral
Canton, OH
12.2016 - 12.2020
- Maintain a high level of customer service.
Pastoral Youth Leader
Relentless Akron
01.2016 - 01.2017
- Developed basic leadership skills with young adults.
Crew Member
Wilsons Lawn Care
06.2016 - 08.2016
- Operated machinery.
Education
University of Mount Union
03.2017
Skills
- DETAIL ORIENTED (7 years)
- Financial analysis (2 year)
- Sales (4 years)
- Technical analysis (4 years)
- Communication skills (7 years)
- Advising on Investments (2 years)
Certification
- Series 7, Present, General Securities Representative. Qualified for solicitation, purchase and/or sale of all securities products.
- Securities Industry Essentials, Present, Basic knowledge of the securities industry
- Series 63, Present, Uniform Securites Agent State Law. Required test for investment professional. Able to buy and sell financial products like stocks, bonds, mutual funds or annuities.
- Life & Health Insurance License, Present
Additional Information
SKILLS SUMMARY: Excellent interpersonal and communication skills. Organized and detail oriented. Ability to quickly and effectively resolve conflicts such as disputes in orders, unsatisfied customers and unscheduled/unreported detours and obstacles. Willingness to work long and hard to achieve a goal or deadline. Adaptable and coachable. Reliable worker
Timeline
Financial Advisor
Western & Southern Financial Group
04.2023 - Current
Financial Representative
Fidelity Investments
10.2022 - 02.2023
Credit Report Consultant
Rocket Companies
03.2022 - 10.2022
Mortgage Banker
Rocket Companies
02.2021 - 02.2022
Waiter
Golden Corrral
12.2016 - 12.2020
Crew Member
Wilsons Lawn Care
06.2016 - 08.2016
Pastoral Youth Leader
Relentless Akron
01.2016 - 01.2017
University of Mount Union